Siebel Consumer Sector Guide > Trade Promotions > End User Procedures >

Associating Baseline and Shipment Data with Promoted Products


Key account managers can associate baseline and shipment data with promoted products. Baseline and shipment data can be associated only with promoted products and cannot be directly associated with a promotion.

A baseline record or a shipment record can be associated with more than one promoted product. For example, if you add the same product to two promotions, each for the same account and each with the same promotion end dates, you create two promoted products that share the same baseline and shipment record.

To associate baseline and shipment data with promoted products

  1. Navigate to the Promotions screen.
  2. In the Account Promotions list, select a promotion.
  3. Click the Promoted Products view tab.
  4. In the Promoted Products list, click Baseline Data, then Shipment Data.
  5. The system identifies all baseline records that exist during the promotion Start and End periods for that account and promoted product, and associates these records with the promoted product.

    Baseline and shipment data are adjusted for partial weeks.

    NOTE:  Use the Baseline Data button before the promotion. Use the Shipment Data button after the promotion to evaluate the promotion.

  6. In the Promoted Products list, select a product.
  7. Drill down on the Product hyperlink.
  8. The Promoted Product Detail view appears.

  9. Click the Baseline view tab or the Shipment view tab.
  10. The Baseline displays all baseline data for all periods that fall between the shipment start date and the shipment end date for the account and the selected product.

    The Shipment view displays all shipment data for all periods that fall between the shipment start date and the shipment end date for the account and the selected product.

  11. In the Baseline view tab, enter values in the Incremental Qty column for each period in the promotion.
  12. These values will be rolled up into the estimated incremental value for the promoted product, the promotion, and the plan.

Some of the fields in the Baseline and Shipment views are described in Table 27.

Table 27. Some of the Fields in the Baseline and Shipment Views
Field
Comment
Baseline Cases
The quantity associated to sales volume without a promotion.
PromoBaseline Pct
Promotion Baseline Percent. An adjustment made when the first or last week of a promotion is not the same duration as a full week in the corresponding baseline.
PromotionBaseline Cases
The quantity derived by multiplying Baseline Cases times Promotion Baseline percent.
Shipped Qty
The quantity associated to sales volume without a promotion.
Promotion Shipment%
Promotion Shipment Percent. An adjustment made when the first or last week of a promotion is not the same duration as a full week in the corresponding shipment record.
Promotion Shipped Qty
The quantity derived by multiplying Shipped Qty times Promotion Shipment percent.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003