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How to Create a Promotion Event Spanning Multiple Periods

Split year-long promotions like EDLP events across accrual periods to ensure accurate, period-by-period accruals

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Written by Nico Langlois

Overview

Promotion events in Confido can span an entire year — common for always-on programs like EDLP (Everyday Low Price) allowances. Rather than booking the full accrual into a single period, Confido allows you to split a promotion event across multiple accrual periods. This gives your team accurate period-by-period accrual visibility.

Part 1: Create the Promotion Event

  1. Navigate to the Trade Calendar section from the left-hand navigation menu

  2. Click + New Promotion to open the promotion creation form

  3. Enter a name for the promotion event (e.g., "2026 EDLP — Retailer Name")

  4. Set the Start Date to the first day of your desired promotion period (e.g., January 1, 2026)

  5. Set the End Date to the last day of the promotion period (e.g., December 31, 2026)

    1. Note: Periods in Confido are defined by month by default. Any promotion event that spans two or more periods will be eligible for period splitting

  6. Fill in the remaining promotion details — type, product, and rate information — as applicable

Part 2: Split the Promotion Across Periods

  1. Once the event dates are entered, locate the Split by Period option within the promotion charge line

  2. Click the Split by Period button and Confido will automatically divide the promotion into individual periods based on the event's start and end dates

  3. Review the generated period breakdown to confirm the splits align with your expectations. Each period will show its pro-rated date range and corresponding accrual amount.

    1. Note: The accrual amount for each period is calculated based on the days within that period. Verify that the totals across all periods match your intended annual accrual.

Optional: Enable Automatic Period Splitting

If your team regularly creates promotions that span multiple months, you can configure Confido to split promotions automatically.

  1. Navigate to Settings and open Trade Calendar Settings

  2. Enable the Auto-Split Promotions by Period setting. Once active, any new promotion event that spans two or more periods will be automatically split upon creation — no manual action required.

    1. Note: This setting applies to all new promotions created after it is enabled. Existing promotions will not be retroactively split.

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