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About Trade Promotions

Trade promotions include account promotions and corporate promotions.

Plans apply to a specific account and a specific category of products, contain a group of account promotions for a specific time period, such as a fiscal year, and show the aggregate data for the account promotions that they contain.

Account Promotions are trade promotions that you create for a specific account. An account is sometimes referred to as a planning account. A planning account is the lowest level of your account hierarchy for which you make promotional decisions.

Corporate promotions are company-wide trade promotions of a product or brand. A brand manager can create a corporate promotion to launch a new product, and an account manager can create a corporate promotion that is applicable to multiple accounts. You can assign accounts to corporate promotions, or you can associate corporate promotions with account promotions that users create.

A brand manager who wants to recommend promotional strategies to account managers can create a pull corporate promotion. A pull corporate promotion is a corporate promotion that account managers can use as a template to create individual account promotions.

An account manager who handles multiple accounts can create a push corporate promotion. A push corporate promotion is a corporate promotion that account managers use to create multiple similar account promotions all at once. For example, an account manager is responsible for an account for a national retailer. Because each of the retailer's regions has autonomy to make promotional decisions, the account manager divides the national account into regional accounts. For the occasional account promotion that applies to all regions, the account manager uses a corporate promotion to automatically create an account promotion for each regional account.