Adding Categories to Account Promotions

You can associate categories with an account 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 an account promotion allows you to add the products in that category to the account promotion. For information about how to associate products with a category, see Adding Products to Account Promotions.

When you add a category from a high-level promotion, the values in the following fields in the high-level promotion are copied to the corresponding fields for the promoted category:

• Off Invoice Rate

• Off Invoice Pct

• Bill Back Rate

• Bill Back Pct

• Fixed Slot Fee Pay Method

• Fixed Slot Fee

• Other Fixed Spend Pay Method

• Other Fixed Spend

• Variable Spend Pay Method

• Tactics

• Display Type

• Display Tactics

• Display Size

• Ad Type

• Ad Location

• Ad Size

• TPR Type

• TPR Size

• TPR Amount

• TPR %

• Lift Factor

• % ACV Promoted

• Est Baseline Volume

• Est Incremental Volume

The value in the Est Incremental Volume field in the high-level promotion is copied to the Simulated Incremental Volume field in the promoted category. For more information about the Est Incremental Volume field, see the table in the topic Fields for Volume and Revenue in Promotions.

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

To add categories to an account promotion

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

2. Drill down on the Promotion field hyperlink for an account promotion record.

3. If you want to add categories and associated data from a high-level promotion, click Add High-Level Categories, select the categories in the Add Categories dialog box, and click OK.

   The Add Categories dialog box shows the categories that are associated with the account and time period for the account promotion.

4. If you want to add individual categories, 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 account 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 an account 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 Authorized Category field for the account promotion is selected, the categories that are available for selection are further restricted to those categories that are associated with the account on the account promotion.

5. Complete the other necessary fields.

   About Some Fields for Promotions and the following table describe some fields.

   Field	Comments
   Phasing Pattern	The phasing pattern for the promoted category. The phasing pattern determines how category data is allocated throughout the weeks that you designate in the pattern. For information about setting up a phasing pattern, see Enabling Phasing for Account Promotions.
   Phasing Status	The phasing status of the promoted category. For more information about this field, see Phasing Promoted Categories.
   Simulated Incremental Volume	The simulated incremental volume from a high-level promotion. This field is populated with the value in the Est Incremental Volume field from a high-level promotion when you click the Add High-Level Categories button. For more information about the Est Incremental Volume field, see the table in the topic Fields for Volume and Revenue in Promotions.
   Start Date	The start date for the promoted category.
   End Date	The end date for the promoted category.
   Phasing Enable	Indicates if phasing is enabled for the category. You can use phasing if you want to allocate the aggregate cost, volume, and payment information throughout the weeks of a time period for an account promotion. For more information about phasing, see Process of Managing Phasing for Account Promotions (End User).