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Consumer Goods

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Consumer Goods is the core web platform for consumer goods commercial operations. Sales and planning teams use it to manage accounts, configure pricing and promotions, handle orders and trade plans, and set up product catalogues, segments, assortments, and inventory rules.

  • Installation - Pre-installation checks, installation steps, and post-install configuration.
  • Applications - The suite of role-based applications available within Consumer Goods.
  • Accounts - Account setup, hierarchy, attributes, images, and related commercial records.
  • Segments - Grouping accounts for targeting and analysis.
  • Attributes - Custom attributes and types for accounts and products.
  • Products - Product catalogue, families, bundles, effectivity, UOM, and media.
  • Pricing - Price books, commercial policies, discount rules, taxes, and multi-currency.
  • Assortments - Assortments and selective distribution.
  • Inventory - Inventory records, products, and user assignments.
  • Orders - Order capture (v1 and v2).
  • Visit Planning - Visits, tasks, guides, routes, and results.
  • Admin - Company configuration, user management, and logging.