Use this procedure to edit PPGs for use in Promotion Planning and Customer Trade
Planning. If your company uses auto-generated codes, you cannot edit the PPG
code.
About this task
Promoted Product Groups (PPGs) allow you to manage products by group in Promotion Planning
& Execution and Customer Trade Planning. If your company is configured to
automatically update promotions when PPGs are edited, changes to your PPGs may
affect existing promotions that are in the planning phase. Your company may even
apply these updates to locked promotions automatically. For more information about
enabling automatic promotion updates when PPGs are modified, please contact your
DemandTec by Acoustic representative.
Procedure
-
Open the Product Groups page (Data >
Product Groups).
If you only want to change the name or description of the product group, you can click in the
Description column to edit the field.
- Right-click on a PPG in the list, and choose Edit/View
Details.
-
You can change the product group Description and
Code in the Promoted Product Group Summary area.
- To add individual products, choose the All Products
- Detailed report. To add products by logistical unit
(if your company uses this functionality), choose the Logistical
Units report.
-
Select a product category from the Category drop-down
list.
The reports show all active products within the category that are available
to choose from. You can add products from multiple categories, but you must add
products from one category at a time.
- Set the Include checkbox next to
each product or logistical unit that you want in your group. Click
the checkbox again to deselect.
Each product and logistical unit can only belong to a single promoted product group. If an item
belongs to another promoted product group, the name of the group will display in the
Current PPG field. If you select an item that belongs to another promoted
product group, it will be removed from that group and added to your new promoted product group.
When
selecting/deselecting individual products (from the All
Products report), all logistical units for those
products will be selected/deselected. When selecting products by logistical
unit (from the Logistical Units report), all
products for those logistical units will be selected. However, when
deselecting logistical units, linked products will not be deselected.
-
Click Apply to add the products to your promoted product
group.
-
Click Save when you are done to add the products and
return to the Product Groups page.