Select Settings on the left hand nav
Click Planning Groups
Click Add New Planning Group
Input Name
Input Retailer — if the retailer is already on Confido's preset list, select it directly. If it isn't, you can type in a new retailer name to tag it on future promotions.
Note: Keep Confido's standard naming conventions rather than renaming them — this ensures reliable AI matching for that retailer going forward.
Input RTM(s)
If multiple indicate the allocation
Add DC (if applicable)
Add Collection (if applicable) — grouping multiple Planning Groups under a shared Collection rolls their consumption together. For example, tagging Fred Meyer, King Soopers, and other regional Kroger divisions to a parent "Kroger" Collection means a promotion planned and tied at the Kroger level will automatically pull in consumption from every Planning Group tagged to that Collection — no need to set up the same promotion separately at each individual banner.
Tip: To confirm a Planning Group is tied to the right Collection, go to Settings > Planning Groups, search for the Planning Group by name (e.g., "Fred Meyer"), and check its Collection field.
Add Custom Fields (if applicable)
Hit Save
To add Planning Groups in Bulk:
Click Upload CSV containing the following:
Planning Group
Collection
RTM/Distribution
% of Sale
How to Send Specific Products Through a Different Route to Market (RTM Override)
Use this section to route certain products in a Planning Group through a different route to market (RTM) than the Planning Group's default. A common case is a retailer that buys most SKUs through a distributor but takes a few SKUs direct to its own warehouse.
A route to market (RTM) is the distributor or direct ship-to that delivers a Planning Group's volume. The RTMs and allocation percentages you enter when creating a Planning Group are that Planning Group's default RTM setup. The default applies to every product in the Planning Group unless an RTM override says otherwise.
Who this is for: Confido users with access to Settings → Planning Groups.
To add an RTM override to a Planning Group:
Select Settings on the left-hand nav, then click Planning Groups.
Click into the Planning Group you want to change. The Planning Group's default RTM setup is shown on the left side.
In the Override section at the top right, click Add.
Select which products the RTM override applies to: an individual product, a product family, or a custom attribute that identifies a set of products.
Choose the RTM those products should use instead of the default, for example 100% direct to the retailer's own warehouse.
Save the Planning Group.
After you save, the products in the RTM override follow the override RTM for that Planning Group. Every other product in the Planning Group keeps following the default RTM allocation.
Example: A retailer's Planning Group defaults to 100% through a distributor such as KeHE, but two SKUs ship direct to the retailer's warehouse. Add one RTM override for those two SKUs, set to 100% direct, and leave the default RTM setup in place for everything else.
Limitation: RTM overrides are set per Planning Group. If several Planning Groups need the same product-level routing, add the RTM override to each one.
Deleting a Planning Group Tied to a Locked Forecast
If a Planning Group is tied to a locked forecast version, it cannot be deleted directly — locked versions are protected from changes by design. To delete the Planning Group, first unlock any forecast version(s) that reference it, then delete the Planning Group.
This commonly comes up when transitioning a customer from one forecasting methodology to another (for example, moving a Direct Order customer off a manual consumption forecast and onto Direct Order Forecast) and you want to remove the now-unused Planning Group.
Merging a Planning Group Into Another
There's no dedicated "merge" function for Planning Groups. To consolidate one Planning Group's existing forecasted volume and promotions into another, delete the source Planning Group from the Directory (click the trash icon). When you do, Confido will prompt you to reassign its existing values to another Planning Group rather than discarding them — select the destination Planning Group to complete the consolidation.
Deleting a Planning Group You No Longer Need
Use this section to remove a Planning Group you no longer forecast or plan promotions for, such as a small account that should roll into an "All Other" Planning Group. What happens when you delete a Planning Group depends on whether it's in use:
Not in use: if no forecast version, promotion or other data is tied to the Planning Group, Confido deletes it right away.
In use: if any forecast version, promotion or other data is tied to the Planning Group, Confido shows a message that the Planning Group is in use and asks you to reassign its volume to another Planning Group. The Planning Group's promotions move to the Planning Group you choose.
Tied to a locked forecast version: Confido blocks the deletion. Unlock the forecast version first, as described in "Deleting a Planning Group Tied to a Locked Forecast" above.
To delete a Planning Group:
Go to the Directory and open the Sales Planning Groups tab.
Find the Planning Group and click the trash icon.
If Confido says the Planning Group is in use, select the destination Planning Group for its volume and promotions, then confirm.
After you confirm, the Planning Group no longer appears in your Planning Group list or Sales Forecast, and any reassigned volume and promotions appear under the destination Planning Group. If Confido says a locked forecast version references the Planning Group, unlock that version and try again.
What happens to accruals when I reassign a Planning Group's promotions?
When you delete an in-use Planning Group and reassign its promotions, the promotions' open accruals move to the destination Planning Group too. Before you consolidate Planning Groups, tell your finance or accounting team which Planning Groups are merging into which, so month-end accrual reports and any accrual templates reflect the new Planning Group.
Example: You consolidate 10 small DSD (direct store delivery) accounts into one "DSD All Other" Planning Group. Every open promotion and open accrual on those 10 Planning Groups now reports under "DSD All Other".