What this page is for
A Market is a geographic or regional grouping used to organize your demand. Markets are arranged as a hierarchy — a tree of markets and sub-markets — so you can start broad (for example, “North America”) and drill down into smaller regions beneath it. Markets tie together three things: where demand happens (the region), through which channel it flows, and from which warehouse(s) it is fulfilled. That structure is what lets your demand plan and your targets be broken down cleanly by Market, Channel, and Group.Note: “Markets” is the default name. Your company may have renamed it (for example, “Regions”). The behavior is the same whatever the label says.
Key terms
| Term | What it means |
|---|---|
| Market | A region grouping in the tree. Can be a branch or a leaf. |
| Branch market | A market that has sub-markets beneath it. It does not carry channel mappings itself. |
| Leaf market | A market at the bottom of the tree. Only leaf markets carry channel mappings. |
| Sub-market | A market nested under a parent market. |
| Channel mapping | A link from a leaf market to a Channel, scoped to one or more warehouses. |
How it works
Every market is either a branch or a leaf — never both:- A branch has sub-markets under it and is used purely for grouping.
- A leaf sits at the bottom of the tree and holds one or more channel mappings. Each mapping connects the market to a channel and is further scoped to the specific warehouse(s) that fulfill demand for that market-and-channel combination.
- You cannot add a sub-market to a market that already has channel mappings. Remove the channel mappings first, and the market can then become a branch.
- Deleting a market also deletes all of its sub-markets. Delete with care — the whole branch below it goes with it.
Step by step: build out a market
- Select the market you want to build under (or start at the top of the tree).
- Choose Add sub-market to nest a new region beneath it. Repeat to grow the branches you need.
- Drill down to a leaf market — the lowest level, where demand actually lands.
- On that leaf, choose Add channel mapping, pick the Channel, and select the warehouse(s) that fulfill it.
- Use Search to jump to a market by name in a large tree.
- To remove a market, use Delete — remember it removes everything below it too.
Example
Suppose you sell across the United States. You might create a branch called US, with sub-markets US - West and US - East. Because US has sub-markets, it is a branch and holds no mappings itself. On the leaf US - West, you add a channel mapping to your Retail channel, scoped to the Reno and Los Angeles warehouses. Now demand planned for US - West / Retail is understood to be fulfilled from those two warehouses — and it rolls up correctly under US in your plan and targets. If you later decide US - West needs its own sub-regions, you must first remove its channel mappings, because a market can’t have both sub-markets and mappings.Tip: Design your tree so the leaves match how you actually plan and set Targets — by Market, Channel, and Group. Getting the leaf level right up front saves you from restructuring later. See also Channels and Network channels.