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Set Up Trade Promotion Management
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            Fund Types

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            3. Set up and Maintain Trade Promotion Management

            Fund Types

            A fund can either be allocated for a customer or for a customer-product combination.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            Based on whether a fund is allocated to a customer or a customer-product combination, set up three basic fund types.

            • Customer Funds: To fund promotions for specific accounts, KAMs use either account development funds or market development funds. Customer funds always have one customer anchor and no product anchor.
            • Customer Category Funds: To fund activities related to a customer and a specific product category, such as beverages or snacks. You can’t add a brand to a category fund.
            • Customer Brand Funds: To fund activities that are related to a customer and a specific brand.

            Within these basic fund types, you can create multiple fund types. For example, you can associate a customer fund (account development fund or market development fund) with the customer and a product-level (category or brand).

             
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