Introduction
The Plan Comercial module is a comprehensive commercial planning and production management system that enables users to create, manage, and approve commercial plans with detailed promotional activities. This module integrates with the organization’s sales channels, clients, and material catalogs to facilitate strategic commercial planning.Key Features
Commercial Plan Management
- Create and update commercial plans with detailed promotional information
- Track plan status through approval workflows
- Associate plans with specific sales channels and client types
- Calculate investment, sell-out, and provision totals
Promotional Planning
- Define promotional activities with specific mechanics and timelines
- Configure promotional materials with pricing and discount structures
- Track promotional performance metrics including incremental sales
- Support multiple promotion types (discounts, bundles, gifts)
Approval Workflow
- Multi-stage approval process with role-based access control
- Send plans for approval through defined stages
- Approve or reject plans with detailed observations
- Track approval history and status changes
Parametrization
- Configure client-specific parameters
- Set timeline constraints for planning (days before/after)
- Manage channel and client associations
Data Integration
- Access homologated materials from the catalog
- Retrieve organization and channel information
- Filter materials by business unit (Negocio)
- Integrate with pricing and product families
Data Model
The Plan Comercial module uses the following core entities:- PlanComercial: Main plan entity containing dates, totals, and status
- Promociones: Promotional activities linked to plans
- Materiales: Materials associated with promotions
- Parametrizacion: Configuration parameters for clients and channels
- Estados: Plan status and workflow stages
- Observaciones: Comments and notes for approval process
Authorization
Most operations in this module require authentication. The API uses the[Authorize] attribute to protect endpoints that modify data or access user-specific information.
Related Modules
- Provisiones: Provision management and approval for commercial plans
- Materiales Homologados: Catalog of approved materials for commercial planning
- Aprobadores: Approval workflow configuration and management