Plan a clearance markdown campaign
12 min
plan a clearance markdown campaign business goal prepare a time bound clearance markdown campaign that moves excess inventory while keeping discounts within approved limits and making product level outcomes easy to review prerequisites open the markdown docid\ fausgcpeoz6nus750yq4t module from the main navigation have access to create and finalize markdown campaigns ensure eligible products have current stock, regular price, cost, and warehouse data agree the campaign dates, participating warehouses, and minimum and maximum discount guardrails with the commercial team step by step instructions step 1 review active markdown activity on the running markdown view, review the existing automatically initiated expiration markdown and overstock markdown activity, then use the calendar to check timing against your intended clearance period business reason this prevents overlapping markdown activity and helps avoid applying competing discounts to the same inventory review active markdown activity step 2 create the planned campaign in the planned tab, click create to open the new campaign setup and enter a clear campaign name, start and end dates, participating warehouse scope, and minimum and maximum discount limits business reason the date range and discount limits define the commercial control frame for clearing stock without discounting beyond the approved range create the planned campaign step 3 add clearance products open the planned campaign and click add to select the inventory to be cleared; use search or filters to focus on the relevant warehouse, stock position, or product group business reason a targeted assortment ensures markdown funding is concentrated on inventory that requires sell through rather than on products that can sell at their regular price step 4 validate proposed discount ranges review each selected product's selling price, discount, min discount, max discount, regular price, cost, and margin investigate highlighted rows and adjust the product selection or permitted discount range where needed business reason comparing discount ranges with cost and margin protects against avoidable losses while allowing deeper reductions where inventory risk is highest step 5 finalize the campaign confirm that the campaign dates, warehouse scope, selected products, and discount boundaries are correct, then click finalize to commit the markdown campaign for execution business reason finalization creates a controlled handoff from planning to operational execution, so stores apply the intended markdowns during the agreed period step 6 review completed campaign results after the end date, open the campaign in history and review product level stock, selling price, discount, regular price, cost, margin, and the available clearance progress fields business reason this review shows whether the clearance sold through inventory at an acceptable return and informs the discount limits and timing of future markdown campaigns review completed campaign results you're done when the planned campaign shows its name, date range, warehouse scope, and approved discount range selected products display valid selling price, discount, regular price, cost, and margin information the campaign can be finalized after product selection and review after completion, the campaign is available in history for product level clearance review pro tips use a narrower minimum to maximum discount range for items that still have healthy demand, and reserve deeper discount capacity for slow moving excess stock keep stock, cost, margin, and sell through fields visible in the table so planners can make decisions from inventory economics rather than discount percentage alone