Copy trade plans

Trade Management  •  Article  •  6/16/2025  •  2 min

The Copy Trade Plan action allows you to enhance the productivity of creating a new Trade Plan by allowing the copy of an existing record.

  1. Select the search icon , enter Trade Plans and then choose the related link.
    The Trade Plans list page opens.
  2. Select the required No.
  3. On the action bar, select Actions > Functions > Copy Trade Plan. The Copy Trade Plan dialog box opens.
  4. Select the required Trade Plan No. from the AssistEdit button.
    You can view the list of trade plan records based on the options (Per Group, Specific, Per Trade Business Group with Specific Item, and Per Trade Product Group with Specific Source) selected in the Trade Rate Setup field.
  5. Click OK.
  6. To include Groups, Exclusions and Rates associated with the original trade plan turn on the respective toggles.
    When copying the trade plan, the Item Exclusions, Locations Exclusions, Shipment Method Exclusions, Vendor Exclusions, Customer Exclusions, and Global Lot Attribute Exclusions are included if the Include Rates toggle is turned on.

Now, you can see the records of the copied trade plan that have been updated on the existing trade plan card page. It helps you to edit, update or modify only the required details in the respective fields.