Manage Your Products
You can add promotion products at the promotion level based on the Product Definition Level setting that you configured in the promotion template. You can’t add a promotion product from the tactic level. but you can exclude a product from the level.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
If you select Product Definition Level as Promotion, you can add products at the promotion level and exclude the products from the Spend Planning card at the tactic level. You can exclude the products that are included in a promotion from any promotion tactic.
When you add a product to a promotion, the product filters down to all the existing promotion tactics. Also, when you add a tactic to the promotion, the new tactic inherits the promotion products. If some products are excluded from a tactic, this exclusion is independent of the other tactics of the promotion.
Depending on the Product Definition Policy setting in the promotion template, your Business admin can define whether users can add the products dynamically, manually, or both:
- Add products dynamically (using filters): Select multiple filters for the system to determine the included products. The products included in the promotion change dynamically for every change in the product master data, except when the promotion is frozen.
- Add fixed products: Manually search for and add the category products that are selected in the promotion. You can’t add products to a frozen promotion.
You can add up to 900 products to a promotion.
If you configure the promotion template to consider the account product list, only the products included in the anchor customer's list are available for promotion planning. If the sales org uses a time-dependent account product list, only a product that’s been a part of the product assortment for at least one day during the promotion is available for promotion planning. If the sales org uses a global account product list, the system considers the anchor customer's list to determine the relevant products for the promotion.
For the account plan, the system always considers the product list based on the sales org configuration of the customer selected in the filter. However, the list isn’t used for the Trade Calendar view.
- Use Filters to Add Products
The product filters that appear in the promotion depend on the sales org that you selected in the promotion template.
