Create a Buy Plan Template

A Buy Plan Template (BPT) is the function used to create a suggested Buy Plan (BP) for a Retailer on Brandscope. 

It enables you to search via Releases and assign future or current stock from the one Release. 

A Buy Plan Template allows you to assign the one template to multiple users.

  1. Orders >>> Buy Plan Templates.
  2. To create your Buy Plan Template (BPT) select the ADD icon.
  3. Select the Brand, Release, Currency and then give the BPT a name and SAVE.
  4. The BPT will appear at the top of the grid. To add products, select the BPT and then select the edit icon.
  5. Once configured go back to the Buy Plan Templates page and you can then Assign the BPT to the Retailer/s by selecting the BPT, the more icon and then the Assign as BP to retailer option. 
  6. Search for the Retailer/s name, drag and drop the Retailer from the right table to the left and then select Save.
  7. Once you have assigned the BPT to the retailer, it will appear in the Retailer’s Brandscope account as a Buy Plan.

 

🗒️ Note: You can copy your BPT by selecting the Copy icon under the actions column called ‘copy BPT’.

Unable to find a Retailer in the list?