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End-User Procedures for Trade Promotions

End users can create plans and create account promotions for plans, or they can create account promotions without the use of plans.

The following workflow describes the procedures that end users, such as key account managers, need to perform to create account promotions, including the optional steps required to create plans. Your company may follow a different workflow according to its business requirements. Topics include:

• Viewing Corporate Promotions
• Simulating Promotions for Promoted Products and Categories
• Viewing and Copying Lift Factors
• Creating Plans
• Rolling Up Overlapping Shipment and Baseline Records
• Creating Deals for Promotions
• Adding Products to Account Promotions
• Creating a Deal for a Promoted Product
• Associating Baseline and Shipment Data with Promoted Products
• Adding Attachments to Promotions
• Associating Objectives with Promotions
• Obtaining Approvals for a Plan
• Committing Target Account Lists to a Corporate Promotion
• Creating Promotions for an Account