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Set Up Trade Promotion Management
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            Create a Product

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            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Create a Product

            A product can be an item that you sell or don’t sell, such as advertising material or a competitor’s product. When you create a product or product group, assign its product level to determine its placement within the product hierarchy, and include all necessary information for filtering, fund allocation, and promotion planning.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a product: CGCloud Business Admin
            Important
            Important We strongly recommend not to delete a product after you create it. Before you create a product, make sure that it’s valid for your business. When you create a product, it becomes a part of the product hierarchy, which is used in multiple TPM business processes. If you delete a product, TPM business processes are impacted. Salesforce admins must make sure that users don’t have the permission to delete TPM-relevant products— Product2 record.
            1. From the App Launcher, find and select Products.
            2. Click New.
            3. Select a record type, and click Next.
              If the record type is Product, it’s always the lowest level in a product hierarchy. If the record type is Product Group, it can be at any other level in the hierarchy.
            4. In the Identification section:
              1. Enter the product’s name and its unique identifier.
              2. Select a template based on the product’s record type.
              3. Indicate whether the product is a competitor’s product.
              4. Select the product’s category, type, and state.
            5. In the Criteria section:
              1. Select the product level, which determines its placement in the hierarchy.
              2. Enter a pack size, and select a unit for a pack.
              3. Enter a container size, and select a container type and unit.
              4. Select the form of the product.
              On the Manage Products page, you can filter products by using product attributes. By default, the Manage Products page displays filters for category and brand hierarchy levels along with attributes such as pack size and container size.
            6. To filter products on the Manage Products page, enter the fields in the criterion Information section. Make sure that you at least enter the fields for category and brand to use the default filters on the Manage Products page and for fund allocation.
              The criterion information fields are static and don't change over time. Regularly review and update these fields, along with the product level field and make sure that they align with the product hierarchy defined in the Parent Product related list. The product hierarchy defined in the Parent Product related list can change over time.
            7. Enter the product description.
              You can enter the description in any language that ‘s configured for your sales organization.
            8. In the Status section, enter the validity dates.
              You can enter the time period that the product is valid for delivery and allocating funds or when it’s available to add to a promotion. For example, the Key Account Manager (KAM) status specifies the dates when the product is active and eligible for inclusion in promotions, making it available for planning. Similarly, the fund status indicates the period during which the product group (hierarchy node) is eligible for fund allocation.
            9. Enter the details of the asset associated with the product.
            10. If the product is a bill of material, enter the header code.
            11. Save your changes.
             
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