Adding Products to Corporate Promotions

To add products to corporate promotions, you associate the products with the promoted categories in the corporate promotion. You can associate a product with a promoted category in a manual or automated fashion.

This task is a step in Process of Managing Corporate Promotions (End User).

To add products 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. If you want to automatically add all applicable products for all categories in the corporate promotion, click Products.

   • The products that are associated with all promoted categories and subcategories in the corporate promotion appear in the Promoted Products list.

   • If the Parent Account field for the corporate promotion has a value, and if the Authorized Product field for the corporate promotion is selected, the products that appear in the Promoted Products list are further restricted to those products that are on the authorized distribution list for the parent account and for which the Promotable field is selected on that authorized distribution list.

4. If you want to manually add individual products, select a category in the Promoted Categories list, click Add in the Promoted Products list to create a new record, select the products in the Add Products dialog box, and click OK.

   • The products that are associated with the selected promoted category are available for selection.

   • If the Parent Account field for the corporate promotion has a value, and if the Authorized Product field for the corporate promotion is selected, the products that are available for selection are further restricted to those products that are on the authorized distribution list for the parent account and for which the Promotable field is selected on that authorized distribution list.

5. Complete the other necessary fields.

   The following table describes some fields.

   Field	Comments
   SKU	The stock keeping unit number of the promoted product. By default, this field is populated when you select a promoted product.
   Description	The description of the promoted product. By default, this field is populated when you select a promoted product.
   Start Date	The start date for the promoted product.
   End Date	The end date for the promoted product.
   Tactics	The promotional tactic or tactics for the promoted product. 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.
   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.