Siebel Consumer Goods Guide > Trade Promotions > Process of Managing Corporate Promotions (End User) >
Adding Categories to Corporate Promotions
You can associate categories with a corporate promotion. A promoted category contains a group of stock keeping units (SKUs) that are usually promoted together and that have the same price. A promoted category can be a product category or a promoted product group in the product hierarchy. Adding a category to a corporate promotion allows you to add the products in that category to the corporate promotion. For information about how to associate products with a category, see Adding Products to Corporate Promotions. This task is a step in Process of Managing Corporate Promotions (End User). To add categories to a corporate promotion
- Navigate to the Promotions screen, then the Corporate Promotions List view.
- Drill down on the Promotion field hyperlink for a corporate promotion record.
- Click Add in the Promoted Categories list to create a new record, select the categories in the Add Categories dialog box, and click OK.
- Complete the other necessary fields.
Some fields are described in Fields for Details About Promotional Tactics and in the following table.
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Period |
By default, the time period, such as a fiscal year, for the corporate promotion. The start and end dates for a promoted category default to the start and end dates for this time period. You can change these default values. |
Tactics |
The promotional tactic or tactics for the high-level promotion, account promotion, promoted category, or promoted product. It is a method of promoting products to the consumer, and includes three main categories:
- Price, including percentages of TPR (Temporary Price Reduction)
- Display, including shelf, end-of-aisle (end cap), and check-out
- Feature, including flyers and newspaper advertisements
Options are available that combine these categories. This field is not available for plans. For information about additional fields for tactics, see Table 14. |
Other Media Tactics |
Advertising features. Options include: Flyer, Newspaper, TV, Radio, Direct Mail, and Internet. |
Start Date |
The start date for the promoted category. |
End Date |
The end date for the promoted category. |
Off Invoice Rate |
The discount rate (dollars for each unit) that you subtract from the product price on the invoice to the customer. You provide this discount to the customer as compensation for participating in a corporate promotion. If you enter data in this field, you cannot enter data in the Off Invoice Pct field. You can click the Spread button to copy a value in this field from a promoted category to its promoted products. |
Off Invoice Pct |
The discount percentage that you subtract from the product price on the invoice to the customer. You provide this discount to the customer as compensation for participating in a corporate promotion. If you enter data in this field, you cannot enter data in the Off Invoice Rate field. You can click the Spread button to copy a value in this field from a promoted category to its promoted products. |
Bill Back Rate |
The discount rate (dollars for each unit) that the customer applies to the appropriate units to bill you or that the customer subtracts from the product price on the invoice to the customer to short pay that invoice. You provide this discount to the customer as compensation for participating in the corporate promotion. If you enter data in this field, you cannot enter data in the Bill Back Pct field. You can click the Spread button to copy a value in this field from a promoted category to its promoted products. |
Bill Back Pct |
The discount percentage that the customer applies to the appropriate units to bill you or that the customer subtracts from the product price on the invoice to the customer to short pay that invoice. You provide this discount to the customer as compensation for participating in the corporate promotion. If you enter data in this field, you cannot enter data in the Bill Back Rate field. You can click the Spread button to copy a value in this field from a promoted category to its promoted products. |
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