Promotion Screen Configuration

Use the Product Managers related list to define whether a user or user group is the manager for a product category. The management relation can be defined with respect to a particular customer or for all customers.

For example, Planner A is the product manager for beverages for Kroger Atlanta but isn’t the product manager for snacks for the same customer. At the same time, Planner B can be the product manager for snacks for Kroger Atlanta and Tesco.

When you define a product manager for a product category, and leave the Customer field blank, the product manager is applicable for the product category for all customers for the sales org.

By defining a product manager relation, you can:

• Restrict the customers that are available to a user when creating or deriving a promotion.
• Restrict the product categories that are available to a user when creating or editing a promotion.
• Restrict the customers and the product categories that are available to a user when filtering Trade Calendar and account plan.

The restrictions apply based on the Promotion Access Definition Policy specified in the user’s sales org.

• Promotion P&L View Configuration
  The Promotion P&L view shows the weekly values of a promotion's key performance indicators (KPIs) for each week of the promotion period and the total value for the entire promotion period. To configure the KPIs that you want to show, associate a KPI set with the promotion template.
• Volume Planning Card Configuration
  Understand the workflow involved in configuring the Volume Planning card (VPC).
• Spend Planning Card Configuration
  Understand the workflow involved in configuring the Spend Planning card (SPC).
• Scenario Planning Card Configuration
  Learn the workflow involved in configuring the Scenario Planning card.
• Promotion Edit Mode
  Use Edit mode to plan a full promotion without having to stop and save every few minutes.