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How to Create Planning Groups

Create planning groups for retailers you forecast or plan promotions at. To create new planning groups follow the steps below:

M
Written by Max McLaughlin

  1. Select Settings on the left hand nav

  2. Click Planning Groups

  3. Click Add New Planning Group

  4. Input Name

  5. 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.

  6. Input RTM(s)

    1. If multiple indicate the allocation

    2. Add DC (if applicable)

  7. Add Collection (if applicable)

  8. Add Custom Fields (if applicable)

  9. Hit Save

To add Planning Groups in Bulk:

  1. Click Upload CSV containing the following:

    1. Planning Group

    2. Collection

    3. RTM/Distribution

    4. % of Sale

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