Table of Contents

Review a Campaign

Thandekile Updated by Thandekile

Introduction

Once the Buyer or Merch assistant has submitted a campaign, it will go into Review state. Brand Managers are the only users in the Merch Team that can amend a campaign that is in review State.

Responsible Team

  • Brand Manager

Navigate to your Odoo dashboard and click on this application: Campaign Planner

Please navigate as follows to get to the correct screen:

Campaign Planner / Upcoming Campaigns

You should now land on a screen that looks like this:

Process

  1. Click on View Campaign on the Campaign you are planning for, you should land on a screen that looks like this:

  1. Click on the campaign that is In Review state, you should now be on the product capture screen.
Note that you can filter the product code column by the capture state.
The codes highlighted in Green are captured to completion and have been marked as 'Done'. If the code is highlighted in Grey, it means the Catalogue status selected is 'Off' or 'Exclude'. While the products that have not been captured at all will remain white.
  1. All captured products in a campaign that is In Review state should be marked as 'Done' (Green state), with the exception of products that are 'Off' or 'Excluded'. There should be no products still highlighted in yellow when you receive a campaign.
  2. Once you've reviewed and are satisfied with the campaign, click the Approve button. No amendments can be made to a campaign that is in Approved State.
  3. If you are unsatisfied and require amendments to be made to the campaign, click the Re-Open button, the campaign will go back into Open state and the buyer will be able to amend the campaign.
    1. Indicate all the products that should be amended by unticking the toggle labeled 'Done'. The code will change from green to yellow. The buyer will know that the items highlighted yellow have been reviewed and have to be amended.

How did we do?

Capture and Submit a Campaign

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