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Create a Promotion Template

Create promotions by using promotion templates. Create one promotion template and reuse the template with multiple promotions. Promotion templates determine the type of promotion a user creates.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create promotion templates:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From the App Launcher, find and select Promotion Templates, and then click New.
  2. Provide these details.
    Field Description
    Identification
    Promotion Template Name Name of the promotion template.
    Promotion Type

    Type of promotion. The options are:

    • Promotion: Promotions for trade promotion management.
    • Sellable Promotion: Promotions for retail execution.
    Active Activates the template. You can use only active templates to create a promotion template.
    Record Type Category that you choose for a promotion. This field is auto-populated.
    Sort Numeric sorting definition of the template. Used, for example, to sort the templates in an ascending order during promotion creation.
    Sales Org Sales org of the promotion template.
    Description
    Description Language 1/2/3/4 Description of a promotion template in the languages configured for the sales org. The Description Language 1 field is mandatory.
    General Settings
    Anchor Type

    Node at which a promotion is negotiated. The options are:

    • None
    • Customer
    • Customer Set
    Active Policy Indicates whether a promotion created using this template is initially active.
    UI Type

    Specifies the user interface shown for the promotion. The options are:

    • Standard UI: Shows the attributes of a selected promotion.
    • Smart UI: This option is applicable only for trade promotion management promotions.
    Timeframe Settings This section is applicable only for trade promotion management promotions.
    Product Settings This section is applicable only for trade promotion management promotions.
    TPM Settings This section is applicable only for trade promotion management promotions.
    Retail Settings
    Creation Platform

    Specifies the platform on which the promotion template is available for use. Possible values are:

    • Laptop
    • Mobility
    • Both
    Selectable Promotion

    Select this field to create a template that creates selectable promotions.

    Selectable promotions support field sales activities such as orders and surveys. Such field sales activities, including promotions, require the products to be at SKU level. You can add SKUs only in the selectable promotions.
    Mobility Color Color to highlight promotions in the calendar on mobile devices if the promotions are created by using a specific promotion template in the calendar on mobile devices.
    Special Order Relevant The flag indicates whether the promotion is for special orders.
    Consider Listing Determines whether all products in active listings are considered as part of the promoted cluster or product group according to the specified listing finding template.
    Consider Promotion Rewards Specifies if the promotion is considered for rewards.
    Display In visit The promotion appears on a visit if, on the visit date, the promotion is valid for the business partner of the visit.
    Trade Calendar This section is applicable only for trade promotion management promotions.
    Calculation Settings This section is applicable only for trade promotion management promotions.
    Promotion Scenario Settings This section is applicable only for trade promotion management promotions.
  3. Save your changes.