For the Retail Promotion Planning solution, multiple forms are created to support promotion planning, article management, store quantity collection, and Head Office allocation activities.
The solution uses Create Promotion, Promotion Article Inventory, Store Quantity Submission, and HO Buyer Allocation forms to manage different stages of the promotion planning process.
Since each activity requires different information and user involvement, separate forms are created for each requirement. This helps streamline promotion planning, improve visibility into quantity requirements, and simplify coordination between stores and Head Office teams.
The Create Promotion form is created to define promotion details, participating stores, promotion duration, and submission timelines. This form serves as the starting point for the promotion planning process.
| Field Name | Field Type |
|---|---|
| Promotion ID | Auto Generate |
| Promotion Name | Text |
| Start Date | Date |
| End Date | Date |
| Deadline Date Time | Date Time |
| Store Code | Reference |
| Store Name | Text |
The Add Articles form is created to associate promotional articles with a promotion and maintain inventory and sales information required for quantity planning activities.
| Field Name | Field Type |
|---|---|
| Promotion ID | Reference |
| Article Code | Text |
| Article Name | Text |
| Category | Text |
| Brand | Text |
| MRP | Number |
| Promo RSP | Number |
| Current Stock | Number |
| Reorder Level | Number |
| Last Month Sales | Number |
| Avg Monthly Sales | Number |
The Store Quantity Submission form is created to collect article-wise quantity requirements from participating stores. Store users can review promotion details, evaluate inventory requirements, and submit quantity requests for promotional articles.
| Field Name | Field Type |
|---|---|
| Promotion ID | Reference |
| Promotion Name | Text |
| Start Date | Date |
| End Date | Date |
| Deadline Date Time | Date Time |
| Store Code | Reference |
| Store Name | Text |
| Promotion Article Requirements | Grid |
Grid Fields:
| Field Name | Field Type |
|---|---|
| Article Code | Reference |
| Article Name | Text |
| Category | Text |
| Brand | Text |
| MRP | Number |
| Promo RSP | Number |
| Current Stock | Number |
| Reorder Level | Number |
| Last Month Sales | Number |
| Avg Monthly Sales | Number |
| Required Quantity | Number |
| Remarks | Text Area |
The HO Buyer Allocation form is created to enable Head Office buyers to review store quantity requests, evaluate inventory availability, and allocate promotional quantities for execution.
| Field Name | Field Type |
|---|---|
| Promotion Demand Assessment | Data Table Reference |
| Decision | Dropdown |
| Approved By | Text |
| Allocated Quantity | Number |
| Allocation Date | Date |
| HO Remarks | Text Area |
The HO Buyer Allocation form allows Head Office users to review promotion demand, assess inventory availability, and approve, partially approve, or reject quantity requests submitted by stores.