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Set Up Trade Promotion Management
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            Create a Product Assortment Template

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            3. Set up and Maintain Trade Promotion Management

            Create a Product Assortment Template

            An assortment template is the blueprint to create assortment records. When you create an assortment by using an assortment template, the assortment is available only in the sales organization that the template is assigned to.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            1. From the App Launcher, find and select Product Assortment
            2. Click New.
            3. Select Planning Assortment List.
            4. Enter the name and description for the template.
            5. Select the product level.
              To an assortment that’s created by using this template, you can add only the products that belong to the level that you select.
            6. Select the sales organization that the template belongs to.
            7. To determine the number of customers that you can assign to an assortment created by using this template, select the appropriate option for Customer Multiplicity.
            8. Select Active.
            9. To consider the products of an assortment (created by using this template) when a time-dependent product list is generated, select Consider for APL Generation.
            10. Save your changes.
             
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