Adding an SKU to the plan

While a new target setting plan is accessed, no SKU is included in the plan. Therefore, a message stating ‘No SKUs added!’ is shown in the SKUs section.

                                                  SKUs section

                                              SKUs section

To add an SKU to the plan, simply click the “Add SKU” button.

This action will prompt the display of an 'Add SKU' form, which includes the following required fields:

                               Add SKU form

                           Add SKU form

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Sales Targets are set for a combination of SKU - Data Source - Channel, which means that knowing just the SKU is not enough to know which sales data and targets to look for, as there can be different targets for the same SKU on the Pharmacy Channel and the Hospital Channel.

To successfully add an SKU, ensure the SKU - Data Source - Channel combination is unique within the cycle and that sufficient historical sales data exists for the selected combination.

Many SKUs can be added to the same plan.

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<aside> ⚠️

If your sales data is not configured to include different Datasources and Channels information then all sales and targets are assigned to the Datasource and Channel called Default!

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After successfully adding an SKU, the SKU card will include customisable fields:

                                               SKU card

                                           SKU card

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Remember to save your changes by clicking the ‘Save’ button after making the changes.

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