Retail Promo Planner
Plan with intention. Perform with confidence.
- what is it?
Retail Promo Planner is a ready-to-configure promotions planning solution, built on proven IP
It replaces spreadsheets with a single, governed planning environment and is the starting point for Zooss Retail Planning, extending into demand, merchandise and other areas of your retail plan as your needs grow.
Better retail decisions start
with the whole picture
We look at retail planning as five interconnected domains, each made up of the planning processes that keep a retail business running.
Zooss works across all five, and we understand how a decision in one area flows through to the others.
- promotions planning
Where promotions fit
Promotions planning sits within Commercial & Go-to-Market Planning. It's shaped by demand and merchandise plans, and in turn it shapes margin, stock and store workload.
That means promotions only work well when they’re linked to what’s being forecast, bought and stocked. And right now, every promotional decision carries higher stakes.
- promotions under pressure
Promotions are working harder than ever, and costing more when they get it wrong.
- Margin pressure: Costs are rising as shoppers' budgets tighten, so every discount has to earn its place. Mistime a peak like Black Friday or Christmas and you give margin away too early, or get left with stock.
- Evolving consumer expectations: Shoppers compare prices with AI tools and marketplaces before they buy, so offers need to be sharper.
- Fragmented planning: Supplier offers, pricing and calendars sit across spreadsheets, email and disconnected systems, with no single record of what was agreed.
- Empty shelves: You can’t sell what isn’t on the shelf. When promotions are forecast on guesswork, stock runs short in some stores and sits idle in others. Shoppers walk out, and a good offer looks like a failure in the numbers.
- better planning
What Retail Promo Planner does
Retailers come to Zooss when promotions planning feels fragmented, slow or reactive. With Retail Promo Planner, we help them plan every promotion with intention.
Trade calendar & offer planning
Replace spreadsheets with one plan shared across every team and with your suppliers.
Supplier submission portal
Swap emailed offers for one traceable record of submissions and funding, with reminders when they’re due.
Sales forecast modelling
Stop committing spend on a guess, with one shared forecast built on your own sales history.
Promo checks
Catch pricing, compliance and stock issues before they reach the shelf, not after launch.
Promotional effectiveness
See what worked against forecast and last year, so you stop repeating promotions that don’t.
Straight to your systems
Send approved promotions straight to SAP, POS and catalogue, with no re-keying.
Built around the whole promotions lifecycle
Retail Promo Planner suits mid-sized and larger retailers across the most common business models, from multi-supplier and vertical retailers to franchise groups and omnichannel retailers.
- 1Set the trade calendarEvents and themes published to suppliers
- 2Annual promotion plansSupplier plans and funding reviewed and approved
- 3Offer submissionsArticle-level offers via a supplier portal
- 4Forecast and checkForecasts adjusted; pricing, funding, stock and compliance checked
- 5Finalise and sendSigned off, locked and sent to catalogue and downstream systems
- 6Analyse and learnResults against forecast and last year
- getting started
Start light, without re-platforming
Already on Anaplan?
A fast-to-deploy version of Retail Promo Planner is ready to configure to your promotions process.
Running something else?
Tool-agnostic and light to integrate, Retail Promo Planner works alongside SAP and other ERP and POS systems.
Either way, choose the modules you need and add more as you grow. It’s the fastest, lowest-risk place to start.
Start with promotions and grow into the rest of your retail plan
Promotions are where planning pays back fastest. Plan them alongside the rest of the business and you move from habit to fewer, more intentional promotions. From there, extend into demand and merchandise planning.
Beyond the essentials, Retail Promo Planner can also bring in:
Competitor and market signals
Promotions shaped by what the market is doing now, not just last year.
Membership-aware promotions
Member and loyalty offers planned with confidence, giving shoppers a reason to come back.
Ready for your AI agents
Your own AI tools can query and act on promotion plans through MCP, an open standard.
Sustainability built in
Plan campaigns around local or sustainable suppliers, and track social and environmental impact alongside sales.
- Why retailers choose Zooss
Our mission is to enable better business planning and reporting
- Retail planning specialists across finance, commercial, demand, supply and operations – not just promotions
- Proven delivery, including promotions management for a major Australian retailer
- Process maps, data models and an operating model ready to go, for a head start
- Built for supplier-funded promotions and pricing compliance, which price-optimisation tools leave out
- Designed for the whole promotions lifecycle, not adapted from a generic template
- A local, hands-on team in Australia backed by a global network
- A certified B Corp, guided by purpose as well as profit
- PROMO EFFECTIVENESS ASSESSMENT
Find out how your promotions are really performing
Talk to our retail planning experts. We’ll look at how you plan promotions today: what’s working and where time and margin are slipping. Then we’ll show you where Retail Promo Planner can help you plan every promotion with intention.