Key account managers (KAMs) want to use existing promotions as a blueprint and run the...

In Consumer Goods Cloud TPM, the concept of a "Blueprint" or "Pattern" promotion is handled through Derivation. This is distinct from a simple "Copy/Paste."

A "Derivable" promotion acts as a parent or master template. To implement this:

Mark as Derivable:The specificPromotion Templatemust be flagged as Derivable.

Child Relationship:You must define the relationship that allows a new promotion to be spawned from this template.

Usage Derive:The configuration setting Usage: Derive tells the system that this logic applies when deriving a child promotion, not just copying one.

Copied Components:This is the most critical part for the user's requirement ("presets the products and tactics"). The consultant must explicitly selectTacticsandProductsin the Copied Components configuration.

If these components are not selected, the new promotion will be created with the correct dates and header info, but it will be empty (no products, no tactics). By configuringDerivewithCopied Components, the system duplicates the entire structure of the blueprint, allowing the KAM to simply adjust the dates or uplift numbers, significantly reducing click count and ensuring consistency with the "Blueprint" strategy.