The Retail Promotion Planning solution is implemented using forms, list views, reports, and dashboards. Each capability supports a specific requirement within the retail promotion planning process.
| Platform Capability | Modules Created | Purpose |
|---|---|---|
| Forms |
|
Enables end-to-end promotion planning by defining promotions, associating articles, collecting store-wise demand, and reviewing allocation requirements before execution. |
| List Views |
|
Displays promotion records, tracks promotion progress, and monitors store participation activities. |
| Reports |
|
Provides visibility into promotion progress, allocation activities, and promotion performance. |
| Dashboard | Retail Promotion Dashboard | Provides centralized visibility into promotion planning, quantity collection, allocation activities, and promotion status. |
Each platform capability supports a specific business requirement within the solution. The linked implementation articles explain how the individual applications, views, reports, and dashboards work together to support the retail promotion planning process.
Note
All promotion, article, store, and quantity information captured through the forms is stored using Data Tables. These records are connected through Data Sources, enabling information to be shared across forms, list views, reports, dashboards, and related promotion activities throughout the solution.