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Set Up Trade Promotion Management
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            Assign a Tactic Template to a Promotion Template

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            3. Set up and Maintain Trade Promotion Management

            Assign a Tactic Template to a Promotion Template

            The Tactic Templates related list shows the list of tactic templates that are assigned to a promotion template. To create tactics while creating promotions using the promotion template, you can use only the tactic templates that are assigned to a promotion template.

            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 Promotion Templates.
            2. From the Promotion Templates page, select the promotion template to which you want to add a tactic template.
            3. Click Related.
            4. Go to Tactic Templates | New.
            5. On New Promotion Template Tactic Template page, select a tactic template.
            6. To define the order that the tactic template appears when users add a tactic to a promotion, enter a number in the Sort field.
              Warning
              Warning To avoid errors, make sure that no two tactic templates share the same Sort value for a given Promotion Template.
              Note
              Note If you don’t find the Sort field, go to the Promotion Template Tactic Template layout in the object management settings and add the Sort field.
              This helps users quickly select the most relevant tactics for their business.
            7. Save your changes.
             
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