Planner
19 screens
01
Dashboard
Built
KPI strip, active campaigns tab, my drafts tab, expiring SKUs panel, conflict alerts, and quick-action shortcuts.
KPIsTabsAlerts
Open screen →
02
EDLP List
Planned
Filterable list of all EDLP records across distributors and SKUs. Inline status editing and bulk actions.
TableFilters
03
EDLP Detail / Edit
Planned
Single EDLP record: price history, validity dates, distributor, audit trail, and save/submit actions.
FormAudit
04
EDLP Batch Create
Built
4-step wizard: customer hierarchy → SKU selection → pricing mode (% or per SKU) → review and submit.
WizardConflict checkTemplates
Open screen →
05
Package / Display EDLP
Planned
Special EDLP type for display stands and multi-pack bundles. Pack composition and pricing rules.
BundlesForm
06
Promo Prices List
Planned
All promotional price records with status, distributor, date range, and volume flags.
TableFilters
07
Promo Price Detail / Edit
Planned
Single promo record with volume planning, margin modelling, and conflict visibility.
FormModelling
08
Promo Batch Create
Planned
Batch wizard for promo prices. Mechanic selection, volume targets, and conflict validation step.
WizardVolume
09
Collision Calendar
Built
SKU-level Gantt: EDLP and promo bars on a weekly axis. Conflict zones in red with inline resolution panel.
GanttConflictsDate edit
Open screen →
10
Trade Calendar
Built
Category-level Gantt with ATL activities, EDLP and promo layers, NSV totals row, and period navigation.
GanttATLNSV
Open screen →
11
XLS Export
Planned
Configure and export EDLP/promo data to Excel. Field selection, date range, and distributor filters.
ExportConfig
12
XLS Import
Planned
Upload Excel, preview parsed rows, validate against current records, and confirm bulk import.
ImportValidation
13
Volume Planning
Planned
Set volume targets per promo, compare to historical baseline, and flag deviation thresholds for approval.
PlanningBaseline
14
Promotion Modelling
Built
AI price recommendation, elasticity curve, what-if simulator, and scenario comparison (NSV Max vs Margin Max).
AIElasticityScenarios
Open screen →
15
Cannibalization Report
Planned
Cross-SKU cannibalization analysis: which promos eat into each other's volume, with heatmap and drill-down.
ReportHeatmap
16
Templates
Planned
Manage saved EDLP and promo templates. Create, edit, clone, and apply to new batch records.
TemplatesCRUD
17
COGS Management
Planned
Maintain cost-of-goods per SKU. Used for margin calculations across all EDLP and promo records.
COGSTable
18
Audit Log
Planned
Full change history: who changed what, when, and what the previous value was across all records.
AuditHistory
19
Notifications
Planned
In-app notification center: conflicts detected, approvals pending, expiring records, SAP sync status.
NotificationsFeed
Approver
3 screens
20
Approver Dashboard
Planned
Queue summary by urgency, SLA breach alerts, approval throughput KPIs, and pending batch list.
KPIsQueue
21
Approval Queue
Planned
Sortable list of all pending submissions. Filter by trigger type, submitter, distributor, and age.
QueueTable
22
Approval Detail
Built
Full batch review: trigger banner, KPI strip, SKU table, cannibalization block, Gantt preview, and approve/reject actions.
TriggersGanttAudit trail
Open screen →
Reports
3 screens
23
Price Cascade Report
Planned
Visual price waterfall from list price to net net: EDLP, promo, rebates, and logistics deductions per SKU.
WaterfallMargin
24
Forecast Report
Planned
NSV and volume forecast by category, distributor, and week. Actuals vs plan with deviation flags.
ForecastChart
25
Trade Spend Report
Planned
Total trade investment by distributor and period. EDLP vs promo split, budget vs actual, and trend lines.
SpendBudget
Admin
1 screen
26
Settings
Planned
Approval thresholds, distributor hierarchy, SAP integration config, user roles, and notification rules.
ConfigRolesSAP