Create a New Promotion with an Adjustment

You can create an adjustment to a promotion when you first create the promotion.

  1. In the Structure tab, click a product or child product.
  2. In the Edit Relationship panel on the right, click the down arrow to expand the Pricing Adjustments/Overrides section.
  3. To add an adjustment click the + icon.
  4. From the New Adjustment or Override dialog box, select Adjustment on a new Promotion.
  5. In the Add Adjustment dialog box, enter the following information.

    Field

    Description

    Price List

    Select a price list.

    Promotion Name

    Enter a name for the new promotion.

    Display Name

    Enter the name of the adjustment. This name is shown in Industries Cart.

    Description

    Enter a description that can appear in the Promotions list of the cart. As best practice, include the details of the price changes and durations for each product.

    For example, "20% off data plan for 6 months and $150 off the iPhone X".

    Promo Code

    Enter a unique code to identify the promotion from other promotions.

  6. Click Create Promotion.

    The promotion is saved in the product catalog.

  7. Set the pricing and availability information for the adjustment.

    Field

    Description

    Pricing Details

    Select the adjustment type (a percentage or a fixed amount).

    Set the percentage amount or the fixed amount and currency.

    Select the frequency, such as One-time or Monthly.

    Add timing

    Click to specify the duration and the events that start and end the adjustment. You can add timing if the product has a time plan/policy.

    Add delay

    If Add timing is enabled, click to add a delay to when the pricing adjustment starts.

    Availability

    Specify the start and end dates for the promotion.

  8. Click Done.
  9. (Optional) Select one or more rule sets to apply to the promotion.
  10. Click Done.

    The new promotion adjustment is applied to the product in the bundle.