Prerequisite records and Retail Store KPI for a promotion check
Key Takeaway
Retail Visit KPIs for a promotion check come from a Retail Store KPI that matches the Assessment Indicator Definition and Assessment Task Definition associations and has its Promotion field filled in. Select the promotion on the Retail Store KPI itself.
A promotion check is a type of assessment task that is created on a visit to a Retail Store from an action plan template. Before you create a promotion check task type, you set up and link a Promotion, a Retail Store Group, and a Retail Store KPI. The Retail Store KPI holds the targets for an Assessment Indicator Definition and points to the Promotion. The system uses the Retail Store KPI to create Retail Visit KPI records on the visit.
How to set up prerequisite records for a promotion check
Do these steps before you create a promotion check task type:
- Create a Promotion.
- Associate the Retail Store to a Retail Store Group.
- Create a Retail Store KPI that uses that same Retail Store Group.
Retail Store Group is required on every Retail Store KPI because KPIs can't be defined at the store level. You can't target a single Retail Store directly, so the Retail Store must belong to a Retail Store Group.
For a promotion check, these setup steps are optional:
- Associating Products to the Retail Store
- Associating In-Store Locations to the Retail Store
- Adding a promotion channel
If you do associate In-Store Locations, link every one of them to an In-Store Location Category. Unlike a promotion check, an inventory check requires you to associate Products and In-Store Locations to the Retail Store.