Set up trade plan groups

After setting up the trade business groups and trade product groups, these groups can be assigned to a trade plan. A trade plan group is always a combination of a trade business group and a trade product group.

When creating a sales/purchase document, the trade plan rates from this trade plan will be used when the trade business group and trade product group are available on the sales/purchase document.

1. On the Trade Plans list page, select Groups.
   Opening the Trade Plan Groups page from a specific trade plan, the Trade Plan No. filter is set for the trade plan. To see all trade plan groups (and delete all), open the filter pane, and delete the filter.
2. In the Trade Business Group field, select the required Code from the drop-down menu.
3. In the Trade Product Group field, select the required Code from the drop-down menu.
   The trade plan group is now set up.

Set up trade plan groups for a specific item/source

You can effectively configure trade plan groups and trade rates for specific customer/item rates, enhancing the flexibility of your trade rate setup. The system will automatically grant access to the related Trade Plan Groups page upon selecting the desired Trade Rate Setup field option.

If the Trade Rate Setup field is set as Per Trade Business Group with Specific Item, the corresponding Trade Plan Groups page is displayed only with the Trade Business Group field. The system will prevent entry with the Trade Product Group field record.

If the Trade Rate Setup field is set as Per Trade Product Group with Specific Source, the corresponding Trade Plan Groups page is displayed only with the Trade Product Group field. The system will prevent entry with the Trade Business Group field record.