What retailers are
A retailer is a group of stores that behave the same way: Drakes, Foodland, IGA, a wholesaler, and so on. Grouping stores under a retailer powers the rest of PromoPlan: the planner's group filter and donut, price tier quick-adds ("All Drakes"), the store report, and the default dates that pre-fill new promotions.
The Retailers page
Open Retailers in the sidebar. Each retailer is a row showing its name and store count. Click a row to expand it and see the stores linked to it, right there on the page. Large groups are easy to work with: past a dozen stores a filter box appears with a live "X of N" count.
Administrators see an Edit button on each row. That opens the retailer's settings where you can rename it, delete it, link stores, set its default promotion dates, and record its trading terms.
Linking stores to a retailer
Open the retailer and choose Link stores.
Tick the stores that belong to this retailer. Use the search box to narrow the list, or Add all shown to tick every match at once.
Stores already labelled with a different retailer are flagged so you do not steal them by accident. You can hide them with "Hide stores on other retailers".
Save. Ticked stores take this retailer's name; unticked stores that had it are cleared.
Renaming a retailer updates the name everywhere it is used, including on its stores and price tiers. Deleting a retailer keeps the stores; they just lose the group label.
Default promotion dates
Each retailer can carry defaults that pre-fill the dates on every new promotion for its stores:
Cadence: how long a promotion usually runs. Week, fortnight, month, EDLP (13 weeks), or a custom number of days.
Lead-in and lead-out: how many days the cost window opens before the sell window starts, and stays open after it ends.
Starts on: the weekday this retailer's promotions begin. If Kloses starts promotions on a Wednesday, set Wednesday here and the builder snaps every sell start onto it.
When you pick a customer in the promotion builder, its retailer's defaults apply automatically and a note explains what was filled in. Every date stays editable afterwards; defaults are a starting point, not a lock.
Trading terms
The retailer's settings also carry Trading terms: the percentage the retailer charges back off your invoiced sales (rebates, settlement discounts, co-op contributions). Set it once and the Budgets page uses it to show each budget's terms cost and net result (sales minus spend minus terms), so budgets reflect real profit rather than gross sales.