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

1. Navigate to the Promotions screen, then the Corporate Promotions List view.

2. Drill down on the Promotion field hyperlink for a corporate promotion record.

3. Click Add in the Promoted Categories list to create a new record, select the categories in the Add Categories dialog box, and click OK.

   • The categories that are public as well as the categories that are private and associated with access groups for which you are a member appear in the Add Categories dialog box.

   • If the Category field for the corporate promotion has a value, the categories that are available for selection are restricted to the child categories for that parent category.

     Note: If you change the parent category for a corporate promotion after you select categories, your category selections do not change because of your change to the parent category. But you can select different categories.

   • If the Parent Account field for the corporate promotion has a value, and if the Authorized Category field for the corporate promotion is selected, the categories that are available for selection are further restricted to those categories that are associated with the parent account.

4. Complete the other necessary fields.

Fields for Details About Promotional Tactics and the following table describe some fields.

Field	Comments
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 promoted category. Tactics constitute a method of promoting products to the consumer, and include the following 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. For information about additional fields for tactics, see Fields for Details About Promotional Tactics.
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.