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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:

C
Written by Cassie Crail
Updated over a month ago

  1. Select Settings on the left hand nav

  2. Click Planning Groups

  3. Click Add New Planning Group

  4. Input Name

  5. Input Retailer

  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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