Prerequisites for Creating a Promotion Check

Before you create a promotion check task type, you must create and associate these records.

Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

Create a Promotion.
(Optional) Associate the following to a Retail Store:
- Products.
- In-Store Locations: Associate every in-store location with an In-Store Location Category.
(Optional) Add a promotion channel.
Associate the Retail Store to a Retail Store Group.
Define the following while creating a Retail Store KPI:
- Retail Store Group: Select the Retail Store Group that you’ve associated with the Retail Store.
- In-Store Location Category: Select the In-Store Location Category that you used to create In-Store Locations. The In-Store Location Category sets up the link between an In-Store Location of a Retail Store and the Retail Store KPI.
- Assessment Indicator Definition for Product or Product Category at the same In-Store Location Category.

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