How to Enable and Use Slotting in the Trade Calendar for Forecasting
Slotting is an essential feature in the Trade Calendar that allows you to plan and forecast promotional events effectively. This guide explains how to enable and use slotting in the Trade Calendar for forecasting purposes.
Overview of Slotting in Forecasting
Slotting refers to the planned allocation of promotional events within the Trade Calendar. It helps in organizing and forecasting promotional activities, ensuring that all planned events are accounted for in your forecasting models.
Steps to Enable Slotting in the Trade Calendar
If slotting is not visible or available in your Trade Calendar, follow these steps to enable it:
Navigate to Settings in your application.
Go to the Trade Calendar section.
Under Types of Trade, enable the Retailer – Slotting trade type.
Once enabled, the slotting option will be available for use in the Trade Calendar.
Using Slotting in Promotions and Planning
After enabling slotting, you can set it up as a promotional event in the Trade Calendar:
Open the Trade Calendar and navigate to the Charges tab (second tab).
Create a new promotional event and select "Slotting" as the trade type.
Fill in the necessary details for the slotting event, just as you would for any other promotion.
This process ensures that slotting is integrated into your promotional planning and forecasting workflows.
Troubleshooting Common Issues
Slotting Fields Not Visible: Ensure that the Retailer – Slotting trade type is enabled in the Trade Calendar settings.
Charges Tab Missing: Verify that the Charges tab is activated in your Trade Calendar configuration.
By following these steps, you can effectively enable and use slotting in the Trade Calendar to enhance your forecasting and promotional planning.
Related Topics
Configuring Trade Calendar Settings
Managing Promotional Events in Forecasting
Troubleshooting Trade Calendar Issues