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Set Up Trade Promotion Management
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          Planning Assortment List

          Planning Assortment List

          TPM creates a time-dependent account product list based on the customer’s planning assortment list. To create a planning assortment list, first create an assortment template, and then use the template to create an assortment with the planning assortment list record type. And finally, add products to the assortment.

          • 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.
          • Create Product Assortments
            Create multiple product assortments depending on your requirements.
           
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          Salesforce Help | Article