Table of Contents

Capture and Submit a Campaign

Thandekile Updated by Thandekile

Introduction

Once a campaign is open, Merchandise Buyers and Managers will have access to plan future Campaigns and can begin product capturing as required.

Responsible Team

  • Junior Buyer
  • Buyer
  • 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 currently working on, you should land on a screen that looks like this:

  1. Click on the Open campaign; you should now be on the product capture screen:
Individual
  1. On the Product Capture Screen, click on a product code or search for a product by typing the code or description in the search tab, then click [Search]. When you click on the product, the screen should expand as follows:

Promo Prep

This is where you will be capturing product data, ensure that the following fields have been captured correctly:

  • Catalogue Status
  • Offer Status
  • Regular Price
  • Now Price
  • If the product is included in the Mozambique or Botswana Catalogue, update the Catalogue and Offer Status for Moz and Bots. The RoA (Rest of Africa) Regular Price and Now Price will be calculated from the prices captured on the RSA line. If you wish to change the RoA Prices, ensure to adjust it on the field labelled Price Amend %

Edit Multiple products

  • Click into the checkbox on the left of the product code(s), a pop up screen will be displayed on your screen. on the pop up screen change the desired fields, e.g. Now Price. Then click Apply Changes, The now price on all the selected products will be updated
While capturing, the product code will be highlighted Yellow, this means that some capturing has been done on the line (in other words, the line has been edited). For the initial import, all codes that were imported from the September Campaign will be highlighted Yellow.

Once you have completely captured the line, ensure to click on the toggle labelled Done. After clicking Done, the product code should be highlighted Green.

When you set the Catalogue status to Off or Exclude and mark it as Done, the product code will be highlighted Grey.

Codes that highlighted in White have not been edited at all. These will include all products that were not part of the September Campaign upload.

Previous Campaign Final Version

This section of the planner displays data from the most recently completed campaign.

Sales History

This section of the planner displays all the Combo and Cross Brand Deals where the product code has been used.

Combo / Cross Brand

To begin planning for Combo / Cross Brand deals, click on the respective tab labelled [Combo] or [Cross Brand]

  1. On the Product Capture Screen, click on a product code or search for a product by typing the code or description in the search tab, then click [Search]. The screen should expand as follows:

Promo Prep

This screen displays the components of the Combo or Cross Brand deals. The Individual Status of the components is pulled directly from the individual tab. If the individual status is not displayed, ensure that it is captured on the Individual tab.

Populate the following fields:

  • Catalogue Status
  • Offer Status
  • Now Price
  • The Regular Price of the Combo/ Cross Brand deal will be pulled from the Regular Price captured on the Individual tab. If the Regular price of the components is not displayed, ensure that it is captured on the Individual tab.
    The Combo / Cross Brand Deal's Regular Price is equal to the sum of the Regular Price of its components.
  1. Once the product capture process is complete, across all tabs, click the Submit to Manager Button, and the Campaign will go into Review State. You will not be able to amend a campaign that is in Review State
Before you submit your campaign, make sure of the following essential steps
All captured products should be marked as 'Done', with the exception of products that are 'Off' or 'Excluded'. There should be no products still highlighted in yellow.

How did we do?

Review a Campaign

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