Closing of Promotional Task

After the promotional materials have been dispatched, the following task has to be sent from Promo Specialist to Marketing Manager:

“I have completed the following, please confirm closing of this task:

1. Promotional Materials Designs are saved as templates:

[the path to the saved template]

For example: Z:\Shared drives\AdvaCare Marketing Control\Promotional Design Templates

2. Finished products pictures are taken and saved:

[path to the finished product pictures]

For example: “Z:\Shared drives\AdvaCare Marketing Control\Promotional Distributor Material\GLO\SO1297+SO1103+SO1110\Finished Products”

3. Promo Milestones are updated.
4. Inventory Records for Product Samples and Generic Promo Items have been updated.
5. The Distributor Profile tab in the “Contact” has been updated. During the execution of the promo order, the Customer may share the information to Marketing Department of the business model, distribution channels and target audience to Marketing Department, which Sales Department may not be aware of. This information must be added to the “Profile” tab of Distributor in “Contacts” module. The information shall be added under “PROMO”:

6. Leftover budget has been recorded in the task “Inventory: Generic Promotional Material Reordering”

When closing the order, Promo Specialist must check the final total cost of promotional materials with the calculated Promo Budget. If there is any “leftover” budget, it will be used for reordering Generic Promotional Materials in the future. Therefore, Promo Specialist MUST record the leftover budget in the task: https://erp.advacarepharma.com/web#id=4918&action=460&model=project.task&view_type=form&menu_id=307


7. Vendor list has been updated

Promo Specialist has to check if Administrative Specialist updated the information of external vendors who produced promotional materials and added new vendors in “Contacts”.

To keep track of completion of promotional task closing process, the following tab shall be used:

Promotional Material Status Table



Marketing Manager is responsible to check the completion of the steps and confirm the task closing. After this, the task shall be moved to “Completed”.