Promotion Management
SAP Best Practices for Retail
Purpose, Benefits, and Key Process Steps
Purpose
Promotions provide retailers as well as wholesalers with a key opportunity to position their
merchandise in a competitive, aggressively-priced environment
Benefits
Reduce existing stock levels
Boost sales and the success of a company
Test new products on the market
Sell articles at a lower price than the standard price
Key Process Steps
Create promotion (standard retail promotion)
Create additional conditions for the promotion
Create promotion via Price Planning Workbench
Subsequent processing of the promotion
Create promotion (Wholesale)
Assign further sales agreements to the promotion (Wholesale)
Activate prices, create sales order, create delivery and billing document
(Wholesale)
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
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Required SAP Applications and Company Roles
Required SAP Applications
SAP Enhancement Package 7 for SAP ERP 6.0
Company Roles
Retail Promotion Planner
Retail Warehouse Specialist
Retail Store Manager
Retail Sales Person
Retail Non-Seasonal Purchaser
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
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Process Flow Diagram
Promotion Management - Version 1 – Retail
Retail Promotion Planner
Create
promotion
Display
promotion
Create
purchasing
conditions
Save price
plan
Create coupon
Create article
grouping
Change
validity period
of promotion
Create bonus
buy
Create
promotions
via PPW
Step 3: Create
conditions
Step 4:
Activation of
price plan
Check
promotion
sales prices
Step 1: Create
promotions
price plan
Select price
plan in tree
Step 2:
Release price
plan
Retail
Warehouse
Clerk
Retail
Markdown
Planner
Ret. Pricing
Manager
Create
discount
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
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Process Flow Diagram
Subsequent
processing:
Activate
allocation table
Subsequent
Processing
Announcing
promotion
Standard retail
promotion
Carry out
listing
Generate
allocation
table
Subsequent
processing:
Price
activation
Subsequent
processing:
Closing
confirmation of
promotion in
ERP
Activate prices
Subsequent
processing:
Allocation
table
Subsequent
processing:
Announcemen
t
Evaluations
Supply source
determination
Check
promotion
sales price
Retail
Seasonal
Purchaser
Goods receipt
in stores
(optional)
Deliver
merchandise
to stores
Retail
Warehouse
Specialist
Ret. Pricing
Manager / Store
Manager
Retail Promotion Planner
Promotion Management - Version 1 – Retail (contd.)
Subsequent
processing in
distribution
center
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
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Process Flow Diagram
Create promotion
check
Assign further
sales agreements
to a promotion
Activate prices
Evaluations
Create sales
order
Create Billing
Document
Retail
Warehouse
Specialist
Retail NonSeasonal Buyer
Retail Sales
Person
Retail Promotion
Planner
Version 2 – Wholesale Promotion Management
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
Display Outbound
Delivery
Create delivery
Create transfer
order
Confirm TO and
post goods issue
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Process Flow for Promotion Creation
Promotion
Planning
Promotion
type
Reference
promotion
Higher-level?
Create
promotion
Article
Planned currency
Promotion periods
Enter promotion data
Subsequent
processing
Quantity planning
Enter planning Price planning
data
Coupons
Additional
assignments
Discounts
Bonus buy
Period-based
Assign site
groups
Within the promotion
For all promotions
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
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Subsequent Processing for Promotions
Promotion Planning
Promotion subsequent processing
Listing
Supply
source
determ.
Announcement
Alloc. table Additionals
Price
activation
Retail price calculation
Assortment list
© 2014 SAP SE or an SAP affiliate company. All rights reserved.
POS data
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