1. Using Consumer Goods
  2. Manage Promotion Groups

Manage Promotion Groups

As a sales manager, you can use a promotion group to apply or modify promotion tactics to multiple products at once.

Create and Edit Promotion Groups

You must sign in using marketing manager role to work with promotion groups.

Note:

Promotion groups are based on the search criteria. When your specified criteria returns no results, you must delete the blank group and create another.

To create promotion groups:

  1. Click Promotion Program and select a promotion program from the list.

  2. Click Create, and enter values in the fields, as defined in the following table.

    Field

    Description

    Program Group

    Indicates the broad category or the logical grouping of the products for applying promotion tactics and evaluation metrics.

    Product name

    Indicates the search criterion to group products in a promotion group. Alternatively, you can also use Product identifier as the search criterion.

    Discount Method

    Indicates the selection of your discount method; the amount or percentage.

    Optionally, you can specify the following methods:

    1. Funding Method: Off Invoice or Bill Back.

  3. Click Save to submit your query to populate products based on the search criterion.

  4. Click the Promotion Products subtab.

    On the Promotion Products subtab, all of the products that meet your criterion are shown along with the discount amount or percentage.

    • Click Create to add individual items to the group.

    • Review the items and remove the ones that you don't want.

    • Change the discount of individual products. For example, you may want to decrease the discount on premium jackets to 15% from 25%.

      Note:

      If you create a group that offers say 25% discount on all products and you modify the discount of an individual product in that group to say 15%, then if you change the discount again at group-level, that individual product continues to show 15%.

Delete Promotion Groups

You can delete a promotion group that you had previously created. When you delete a promotion group, it removes the products in the promotion products subtab which were automatically added based on the product name in the promotion group. The remove action doesn't physically delete the products.

To delete a promotion group:

  1. Select the Program Group subtab.

  2. Review the program groups and remove the promotion group you want to.