Promotion Edit Mode

On the Promotions page, go to an existing promotion. Select the promotion, and then click Edit.

You can view the related tactics on the left pane, and can directly open the Manage Products, Volume Planning, and Spend Planning cards from within the tactic navigation tree. By clicking a tactic in the tactic navigation tree, you can view and edit its details on the right pane.

You can add, duplicate, and delete tactics and also open the Scenario Planning card.

To automatically upload files, on the Attachments pane, drag the files to the upload area.

• 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.
• View the Volume Planning Card
  You can view the Volume Planning card on the detail section of the Promotion Detail tab. The card acts as a miniature of the Promotion P&L view. The Volume Planning card shows KPIs that help the key account manager (KAM) view and adjust promotion volume to maximize the returns from a promotion. The system synchronizes Volume Planning card KPIs with the Promotion P&L view KPIs to ensure that any change in the value of one is reflected in the other.
• View the Spend Planning Card 
  The Spend Planning card appears in the tactic's detail section and shows KPIs that help the key account manager (KAM) define the plan and follow up on the promotion's progress.
• Tactic Funds Card
  The Tactic Funds card manages the assignment of funds to tactics. It appears on the details section of the Promotion tactic only if it’s enabled for the corresponding promotion template. Apart from enabling and disabling the card at the promotion template level, you can control the visibility of this card via the Edit and Access (E&A) rights.
• View the Scenario Planning Card
  Scenario planning lets key account managers (KAMs) define multiple alternatives or scenarios for the same promotion, and then compare the expected results. Each scenario can include a different combination of promotion tactics and adjustment KPIs, which help identify the scenario that best fits the promotion's objectives.
• See the Promotion P&L View
  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.
• Sub Accounts Cards
  You can make the sub accounts card for a promotion available in the UI by enabling sub account planning for the promotion. A sub accounts card shows the sub accounts that you added to an account before saving a promotion and are valid on the date of the promotion.