Marketplace page: https://marketplace.creatio.com/app/salesup-fmcg-management-creatio

FMCG Management product — is a solution, which helps improving the efficacy of products and marketing activities management; controlling the performance of budgets utilization with the planning process automatization, specifically trade-marketing activities and tools for analytics in the business units, networks and distributors contexts

Content:

1. Notes and Restrictions
2. Technical requirements
3. Product installation
4. Presetting and FMCG Management module utilization
   • Adding, editing and deleting products in the «Products» section
   • Adding new trade network
   • «MML» and «MSL» details of the «MML & MSL» tab
   • Connections setup
5. «Budget articles» section configuration
   • Creating Budget article
   • Creating Budget subarticle
6. «Contracts» section configuration
   • Creating Contract
7. «Planning» section configuration
8. «Planned costs» section configuration
9. «Actual costs» section configuration
   • Cost objectives settings
10. «Budgets» section configuration
    • Creating Budget
    • Adding Manual Budget
    • Adding Automatic Budget
    • Adding Discount Budget
    • Funds relocation
11. «SumBKU» section configuration
    • Creating BKU
    • Filling in the «Conditions» detail
12. «TM Activities» section configuration
    • Presetting «TM Activities» section
    • Creating TM Activities
    • Selection of products to the TM Activity
    • Adding costs to the TM Activity
13. Creating Shipments
14. Contact us

Notes and Restrictions

Standard step in budget and cost planning is only a month