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Wines Working Session July 15, 2008
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1. Chile COVE Mini Thematics The promotional elements and costs will be released on the following dates approximately one month prior to deadlines for applications PT 4 5 6 7 End of September PT 8 9 End of November PT 12 13 End of March OVER PT 1 2 3 End of April j Themes Local Restaurateurs shared summer promotion pairing products with recipes from local Ontario restaurants Value shared Opportunity to showcase value products including large format offerings Medal Winners shared Top Wines with accolades Medal winners from around the world Shared ends by country White Wines 101 including sparking continuation of the Red Wines 101 theme Focus on varietals and regions France shared MPTS billing changes Will be going entirely to POST billing on all IMAGE programs effective date Period 2009 Last pre billed promo will be in October for PT 13 Will greatly reduce the number of revised invoices Will mean you are not paying in advance for programs Allows time to get appropriate funding for billing so Please be reminded that you are required to pay ES receipt of your invoice DO IMAGE Information Brent Whetstone Image Information Rules Strategy Housekeeping Shelf Extenders Discovery Extenders Discover our Community IMAGE Rules a reminder No same on same value adds No bel
2. Ensure that you only enter the applied quantities in cases Also on the application in MPTS for Value Add and Necktag programs there is a note that x states All quantity fields are in cases y OD A Application Deadlines Courtenay Wint Application Deadlines Deadlines for Display Sold Space Applications Detailed Information amp Forecasting Discovery Extenders applications Application Deadlines Thematic DEADLINE Sold Stand Alone Support amp forecasts and Promotional Period Turn Dates Space Discover Extender detailed information excpet 9 amp 10 Applications Applications for approved 2008 09 11 08 Jan 4 31 09 The Great Indoors 12 08 Feb 1 28 09 Red October 26 07 May 9 08 July 25 08 13 08 Mar 1 31 09 Meet The Makers i 2009 10 01 09 April 1 April 25 09 Spain amp Portugal 03 09 May 24 June 20 09 White Spirits 04 09 June 21 July 18 09 RTD 05 09 July 19 Aug 15 09 Beer 06 09 Aug 16 Sept 12 09 Local Restauranteurs 07 09 Sept 13 Oct 10 09 Ontario Wines 08 09 Oct 11 Nov 7 09 Whisky 09 09 Nov8 Nov 28 09 Holiday 24 08 10 09 Nov 29 09 Jan 2 10 Holiday Il 11 09 Jan 3 Jan 30 10 Value 12 09 Jan31 Feb27 10 Medal Winners May 8 09 July 24 09 13 09 Feb 28 March 31 10 White Wine 101 2010 14 October 24 08 July 24 09 October 30 09 Display So
3. 000 65 000 60 000 55 000 0005 60 000 gt 55 000 50 000 45 000 40 000 35 000 Inventory 11 vs LY 4 1 vs Plan 2006 07 2007 08 2008 09 P1 240 slow moving items SKUs SOM NEW gt 1Yr O O 1 000 Cs 18 1 91 4 200 Total SKU count to be reduced to 2006 07 levels 1 750 1 700 1 650 1 600 1 550 Ena 2006 07 z E 2007 08 i E EN RN 2008 09 A AN A N eS A A 3 N 7 de 2 rc Pi P2 P3 P4 P5 P6 P7 P8 P9 P10 P11 P12 P13 Next steps 45 New imported items until P10 New Open to force tool 2 Delist Rebate process P5 P10 3 New Products evaluation 2009 Nouveau and Seasonal Roses call 2008 South African Call November 14 2008 HA MS lt What is new for 2009 2010 Tamara Jakes What is New for 2008 2009 POD update Mini Thematic update Themes MPTS billing changes POD Displays Three free standing displays S For HOT NEW and PREMIUM products Special signage Advertising EN By invitation only 2 0 f UNES POD Displays Primary location n top destination stores 77 stores NEW POD Displays NEW POD is the most prominently displayed Must relate to overall theme ALL products must be new l
4. can have only one shipping term OR a E a regardless of multiple shipping points Critical and Expedite Lists The beginning of each week brands A B amp Seasonal Brands with less than 2 weeks of inventory and promotional brands are identified on the Critical List These brands are placed on the Expedite List if the containers are available at the terminal Receivals are checked daily against the Critical List for warehouse transfers Inventory Management THE KEY IS COMMUNICATION L OVE A N Fa x Y D Q
5. 0 z M EST Monday to Friday excluding Statutory bad Holidays Merchandising Promotions Tracking System MPTS Housekeeping Late submissions will be immediately declined unless requested by the Category Promotional forecasts are required when applying for all IMAGE programs For new products we require two weeks to process requests for temporary LCBO numbers Please complete the request p form and email to mike shnall Icbo com gt ge Dr kp Q MPTS FAQs Q How do I apply for a promotional program in MPTS that has been cancelled or declined A Submit a Change Request into MPTS to apply for the promotional program with full details such as LTO or BAM amount and Billing Party E nr Te UR MPTS FAQs Q When do submit a late application versus a request for change application A If the application already exists even if it has been declined then a change request is submitted A late application is ONLY used for a brand new submission after the application deadline date gt Pl CS e MPTS FAQs S Q Do I need to enter a forecast into MPTS for a late application that has been requested by the Product Category Manager A Yes a forecast is required for all applied program applications If the late application is entered after the Agent deadline for forecasts has passed enter the forecast at the time of submission If the late ap
6. 11 01 10 April 1 April 26 10 Liqueurs s 02 10 April 27 May 24 10 France October 24 08 July 24 09 October 30 09 Application Deadlines DEADLINE Sold Stand Alone Support amp Promotional Period Thematic forecasts and Turn Dates Space Discover Extender detailed information excpet 9 amp 10 Applications Applications for approved 2008 09 11 08 Jan 4 31 09 The Great Indoors 12 08 Feb 1 28 09 Red October 26 07 May 9 08 July 25 08 13 08 Mar 1 31 09 Meet The Makers 2009 10 01 09 April 1 April 25 09 Spain amp Portugal 02 09 April 26 May 23 09 Open For Summer 03 09 May 24 June 20 09 White Spirits 04 09 June 21 July 18 09 RTD 05 09 July 19 Aug 15 09 Beer 06 09 Aug 16 Sept 12 09 Local Restauranteurs 07 09 Sept 13 Oct 10 09 Ontario Wines 08 09 Oct 11 Nov 7 09 Whisky 09 09 Nov8 Nov28 09 Holiday ester 22 08 10 09 Nov 29 09 Jan 2 10 Holiday 11 09 Jan 3 Jan 30 10 Value 12 09 Jan31 Feb27 10 Medal Winners May 8 09 July 24 09 13 09 Feb 28 March 31 10 White Wine 101 2010 11 a SO DUS October 24 08 July 24 09 October 30 09 O HE WN V Upcoming Deadlines Date July 251 2008 the following is due PT 1 3 09 10 Discovery Extenders and all Stand Alone promos LTOs BAMs BBAMs VAs Necktags amp Shelf Talkers PT 11 13 Forecasting for all approved programs and detailed i
7. 9 May 8 09 DEAD forecasts and Stand Alone Support amp Discover Extender DEADLINE Sold Space Applications detailed information Applications for approved October 26 07 October 26 07 July 25 08 May 9 08 July 25 08 October 24 08 May 8 09 July 24 09 October 24 08 July 24 09 October 30 09 x Detailed Information amp Forecasting Please forward all of your Value Add and Neck Tag samples to Mike Shnall for review and approval including ones that have been previously approved for prior promotions Please forward any outstanding samples for PT 11 PT 12 and PT 13 by July 25 2008 Value adds and Neck Tags must be determined by application date TBC or TBA will be dedit automatically x LA f AL PA N Inventory Management Henry Chan Purchase Order Confirmations Suppliers are expected to confirm the receipt of the LCBO purchase order s within 72 hours of it being auto faxed or transmitted via E D We would like P O confirmations and change notifications faxed to the Wines Category Attention Sam Casuscelli at 416 365 5911 and if the changes can be made on the actual P O sent note the header page and re faxed that would be helpful Your other option is to e mail confirmations to wines orders Icbo com Purchase Order Confirmations If there are any changes to the order those changes need to be communicated to us a
8. PT 4 7 08 09 January 23 2009 PT 8 10 08 09 May 8 2009 gt PT 11 13 08 09 July 24 2009 a gt PT 1 3 09 10 October 30 2009 E Do This deadline is also for Contest rules and regs VA 8 NT te Detailed Information amp Forecasting Reminder that it is imperative to complete the Tasting Note and Food Pairing areas when entering online Detailed Information in the MPTS as we receive a high volume of incomplete information for these areas Application Deadlines DEADLINE Sold Stand Alone Support amp Promotional Period Thematic forecasts and Turn Dates Space Discover Extender detailed information excpet 9 amp 10 Applications Applications for approved 2008 09 11 08 Jan4 31 09 TheGreatindoors 12 08 Feb 1 28 09 Red October 26 07 May 9 08 July 25 08 13 08 Mar 1 31 09 Meet The Makers 2009 10 01 09 April 1 April 25 09 Spain amp Portugal 02 09 April 26 May 23 09 Open For Summer 03 09 May 24 June 20 09 White Spirits 04 09 June 21 July 18 09 RTD 05 09 July 19 Aug 15 09 Beer 06 09 16 S 12 09 Local Restauranteurs CORNE Janua 23707 07 09 Sept 13 Oct 10 09 Ontario Wines 08 09 Oct 11 Nov 7 09 Whisky 09 09 Nov8 Nov 28 09 Holiday I October 24 08 10 09 Nov 29 09 Jan 2 10 Holiday Il 11 09 Jan 3 Jan 30 10 Value N 12 09 Jan 31 Feb 27 10 Medal Winners 13 09 Feb 28 March 31 10 White Wine 101 2010
9. Wines Working Session July 15 2008 Introduction Javier Santos What s New for 2009 2010 Tamara Jakes IMAGE Information Brent Whetstone Merchandising Promotions Tracking System Leanne Lehmkuhl Applications Deadlines Courtenay Wint Inventory Management Henry Chan 9 Q n a Q amp A LP ESO This presentation is available in full on the LCBO trade resources website under what is new or http www Icbotrade com resources_documents htm Introduction Javier Santos Wines Category Org Chart Javier Santos Business Unit Director Colleen Todd Administrative Assistant Linda Schmidt Inventory Manager New World Wines Henry Chan Inventory Manager European Wines Jim Spirou Order Specialist Bobby Panchu New World Wines Inventory Co coordinator Slaven Sopic Order Specialist European Wines Sam Casuscelli Sherry Arsenault Inventory Expeditor Product Flow Administrator Courtenay Wint Category Manager European Wines Kathryn Monger Susan Chee Product Manager European Wines Tamara Jakes Category Manager New World Wines Brent Whetstone Product Manager New World Wines Leanne Lehmkuhl Product Manager Ontario Wines Mike Shnall Category Administrator IMAGE Sales 1 4 vs LY 0 9 vs Plan 2006 07 2007 08 0005 90 000 2008 09 85 000 80 000 75 000 70
10. are due PT 4 7 09 10 October 24 2008 PT 8 10 09 10 January 23 2009 PT 11 13 09 10 May 8 2009 PT 1 3 10 11 July 24 2009 When applying for Bundling Air Miles please the correct option is entered Application Deadlines DEADLINE Sold Stand Alone Support amp Promotional Period Thematic forecasts and Turn Dates Space Discover Extender detailed information excpet 9 amp 10 Applications Applications for approved 2008 09 11 08 Jan 4 31 09 The Great Indoors 12 08 Feb 1 28 09 Red October 26 07 May 9 08 July 25 08 13 08 Mar 1 31 09 Meet The Makers 2009 10 01 09 April 1 April 25 09 Spain 8 Portugal 02 09 April 26 May 23 09 Open For Summer October 24 08 03 09 _ May 24 June 20 09 White Spirits 04 09 June 21 July 18 09 RTD 05 09 July 19 Aug 15 09 Beer 06 09 16 12 09 Local Restauranteurs 07 09 Sept 13 Oct 10 09 Ontario Wines 08 09 Oct 11 Nov 7 09 Whisky 09 09 Nov8 Nov 28 09 Holiday ober 24 08 10 09 Nov 29 09 Jan 2 10 Holiday Il 11 09 Jan 3 Jan 30 10 Value 13 09 Feb 28 March 31 10 White Wine 101 2010 14 01 10 April 1 April 26 10 Liqueurs Detailed Information amp Forecasting Forecasting for all approved programs and detailed information for Hero Ends FSIs Shelf Talkers and Mini Thematics are due PT 1 13 07 08 July 25 2008 PT 1 3 08 09 October 24 2008
11. ess than 2 months Advertising one product must be featured in FSI E oN de x L Q N 1 No H E WN gt NEW POD Displays Tastings required in participating stores currently 77 stores Eg 265x77 stores 20 405 all in NEW Tastings are booked via Dave Smith for participating stores Total cost POD FSI Tastings i e 46 705 17 400 8 900 20 405 Opportunity for NEW PRODUCT LAUNCH e Details can be discussed with ESO Category Management Teams amp 2 HOT PREMIUM POD Displays HOT and PREMIUM PODs Must relate to overall theme Showcase 2 3 or 4 products One product must be advertised in FSI Cost 17 400 per POD divided by of participants Max 4 PLUS 8 900 for FSI spot one SKU Total 26 300 17 400 8 Tastings strongly recommended L VE Mini Thematics Mini Thematics There will be fewer Mini thematics in the upcoming promotional period 13 total 5 for Wines Reduction of competing themes advertising and promotion occurring at one time i e one per period except P8 amp P9 Each promotion will be specifically tailored to meet the business needs for the mini theme Aa Mini Thematics Calendar of Wines Mini Thematics 2009 2010 PT4 VOQA PT8 Bordeaux PT 12 Southern Italy PT 13 Argentina 2010 2011 PT3
12. ld Space Applications Hero Ends Shelf Extenders Regular and Community FSls amp Mini Thematics and their support programs are due PT 4 13 09 10 October 24 2008 PT 3 10 11 October 24 2008 Application Deadlines DEAD Promotional Period Thematic DEADLINE Sold Stand Alone Support amp forecasts and Turn Dates Space Discover Extender detailed information excpet 9 amp 10 Applications Applications for approved 2008 09 11 08 Jan 4 31 09 The Great Indoors 12 08 Feb 1 28 09 Red October 26 07 May 9 08 July 25 08 13 08 Mar 1 31 09 Meet The Makers 2009 10 01 09 April 1 April 25 09 Spain amp Portugal 02 09 April 26 May 23 09 Open For Summer 03 09 May 24 June 20 09 White Spirits 04 09 June 21 July 18 09 RTD 05 09 July 19 Aug 15 09 Beer 06 09 Aug 16 Sept 12 09 Local Restauranteurs a neoa 07 09 Sept 13 Oct 10 09 Ontario Wines 08 09 Oct 11 Nov 7 09 Whisky 09 09 Nov8 Nov 28 09 Holiday dober 24 08 10 09 Nov 29 09 Jan 2 10 Holiday II 11 09 Jan 3 Jan 30 10 Value 12 09 Jan 31 Feb 27 10 Medal Winners 13 09 Feb 28 March 31 10 White Wine 101 y 2010 11 01 10 April 1 April 26 10 Liqueurs 02 10 April 27 May 24 10 October 24 08 July 24 09 October 30 09 Stand Alone Applications Discovery Extenders LTOs BAMs BBAMs VAs Contests Necktags amp Shelf Talkers
13. nformation for Hero Ends FSls Shelf Talkers and Mini Thematics are due Q d 2 Pa x In 10 Days Folks e LE lt Upcoming Deadlines Date October 25 2008 the following is due PT 4 13 09 10 and PT 1 3 10 11 Hero Ends FSls Shelf Talkers and Mini Thematics PT 4 7 09 10 Stand Alone LTOs BAMs BBAMs VAs Contests Necktags amp Shelf Talkers PT 4 7 09 10 Discovery Extenders and PODs PT 1 3 09 10 Forecasting for all approved ON and detailed information for Hero Ends FSls Shelf 9 Talkers and Mini Thematics are due y kp 2 Application Deadlines Promotional Period Thematic Turn Dates excpet 9 amp 10 2008 09 11 08 Jan 4 31 09 The Great Indoors 12 08 Feb 1 28 09 Red 13 08 Mar 1 31 09 Meet The Makers 2009 10 01 09 April 1 April 25 09 Spain 8 Portugal 02 09 April 26 May 23 09 Open For Summer 03 09 May 24 June 20 09 White Spirits 04 09 June 21 July 18 09 RTD 05 09 July 19 Aug 15 09 Beer 06 09 Aug 16 Sept 12 09 Local Restauranteurs 07 09 Sept 13 Oct 10 09 Ontario Wines 08 09 Oct 11 Nov 7 09 Whisky 09 09 Nov8 Nov28 09 Holiday _ 10 109 Nov 29 09 Jan 2 10 Holiday Il 11 09 Jan 3 Jan 30 10 Value 12 09 Jan 31 Feb 27 10 Medal Winners 13 09 Feb 28 March 31 10 White Wine 101 2010 11 01 10 April 1 April 26 10 Liqueurs 02 10 April 27 May 24 10 France October 24 08 January 23 09 Ropar 24 09 January 23 0
14. ow floor LTOs Minimum BAMs must be adhered to 4 LTOs per sku per I3PTs No back to back promotions Strategy LTOs on larger size formats or premium products Value products prefer BAMs not LTOs NEW No Necktags with quantities less than 200 cases will be approved If the submitted quantities are less they will be declined NEW We are limited in the number of contests we can approve All submissions will be evaluated on their perceived value If approved contest rules must be submitted immediately Please be accurate and consistent Housekeeping Once an application has been accepted it is our expectation that you will honour your commitment Approvals are based on submissions at the time of review they are not placeholders for future switch outs Changes to approved programs will ONLY be accepted with a valid business case COVER es Ay yp Q Le ry E N Shelf Extenders Community Extenders 285 stores Discovery Extenders 79 stores for NEW and NICHE products later deadline dates Regular Extender each location has a unique store distribution i e 7 extenders in 250 stores 2 in 137 3 in 112 5 in 102 2 in 35 and 2 in 18 PM CMs decide on Extender locations based on sales distribution and relevance to thematic e g product will be given appropriate size extenders by PM CM Expectation is that budge
15. plication is entered prior to the Agent deadline for forecasts enter the forecast by the EN Agent deadline This information is critical and will save Mike yr Shnall time in requesting the forecast from you D LP on MPTS FAQs Q What promotional programs require detailed information and which fields in MPTS need to be entered A Approved programs for End Aisle FSI Mini Thematic Shelf Talkers and PODS Enter your detailed information in the Tasting Notes and Food Pairing fields in MPTS maximum 225 characters combined The other fields are optional for the Wines Category As a reminder unlike Forecasts detailed information can only be entered into MPTS after the 0 K promotional program has been approved AT c MPTS FAQs Q How do I apply for a Contest in MPTS A Enter your submission into MPTS under Contest and enter the Contest Name Billing Party and Type Applied Also at the same time enter a separate application into MPTS for the Contest Type as required such as a Value Add or Necktag As a reminder please refer to the Supplier Review Form to ensure that your contest rules meet all LCBO requirements for contest rules prior to submitting them If you do not have a Supplier Review Form N from a past contest you may request one 4 po E MPTS FAQs Q When I enter my applied quantities into MPTS for a Value Add or Necktag program should I enter cases or units A
16. rrowcast Reports please sign up it is to your advantage External Promotions please consider inventory and supplier lead times to replenish Vendor Name Changes If your supplier is changing it s Trading Name and or Ownership the Supplier is required to provide us notification on current old Letterhead If current old letterhead isn t available we require a copy of the legal document in English advising us of the change The New letterhead won t be accepted Letter must be signed The letter must provide us with the effective date Current Vendor Number Name Address and details along with the New Vendor Name Address and details The Agent should also be confirmed Banking information associated with the Name Ownership change should also be updated To make this request please go to www Icbotrade com and click on Accounts Payable under Quick Links Heading click on Forms under Accounting Heading click on Electronic Application amp E mail Notification Form and complete per instructions This should be done in tandem with sending in the letter to the Wines Category Note If we are not notified of the change in time and we make a payment to the previously named old supplier we will not be resubmitting Paymyene under gt the new supplier name as we are liable under one Supplier name only The vendor of record is the owner of the brand not a 3 party producer or 0 negociant Please note a vendor
17. s soon as possible This includes price changes change in quantity change in ship date availability of product etc If there is a quantity change and the order was to ship as a full truck container we would like to substitute other products on the order to maximize containerization Please do not hold up shipping a container if a sku is out of stock you run the risk of stocking out of all skus if the P O doesn t ship on time All changes to the purchase order must be communicated to the Wines Category the forwarder should not be advising us of these aN SHIP DATE DEFINITION Please remind suppliers that Ship Date is y defined as the date the LCBO expects the product is ready to be LA shipped picked up by our designated freight forwarder Inventory Management OTHER_HELFPUL REMINDERS Canada Customs Invoices and Bills of Lading and NAFTA Certificates must accompany the order NAFTA Certificates to attract lower duty rates for new brands Payment on Purchase Orders are upon receipt Based on B L invoices are not required Product Availability advance notice with an availability date Warehouse Inventory Terminology In Bond means available EN L OVE A x AN y Y A KO Q Q Inventory Management QUICK and HELFPUL REMINDERS continue Freight Forwarders Carriers new forwarders as of July supplier must book appointment times in advance Na
18. ts will cover the largest posible a distribution i e approx 250 stores V a Discover our Community NEW MPTS online applications for October Must be connected to a local event and the stores selected must be within the geographical region and may not exceed 30 Only one DOC program per store at a time Discover our Community The supplier must get approval from District Manager s first Duration of up to 4 weeks Featuring up to 3 products provided they directly connect to the local community event title or key sponsor or ethnic product for ethnic festival Discover our Community The display will be located on one Discretionary End Aisle in each participating store the location of the display is not open to negotiation A vinyl cling for the chalkboard is permitted if the design is done in a chalk style that has been approved by the appropriate Product Manager Support is encouraged d Q L O Merchandising Promotions Tracking System Leanne Lehmkuhl Merchandising Promotions Tracking System All new promotional programs P4 2009 P2 2010 will be updated on to MPTS by mid September An updated User s Manual will be placed on the LCBO Trade Resources Website by mid September Technical Support will be handled by the LCBO Help Desk Please email your concerns to servdesk Icbo com available from 8 00 16 3
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