Create manual and automatic promotions that discount individual products or entire categories. Target the right buyers by defining promotion eligibility with rules and sales channels. Control discount stacking by specifying how to evaluate multiple promotions that apply to the same transaction. Manage promotions on sales transactions programmatically with objects and APIs.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced license.
Why: With promotions, your sales reps, partners, and customers can:
- See available promotions as they browse products and catalogs, so they spot discount opportunities before they quote.
- Get automatic promotions applied to lines as soon as they add products to a transaction, so eligible discounts are never missed.
- Apply manual promotions while they configure products and manage lines.
- Trace applied discounts in the price waterfall and view applied promotions on assets, so every discount has a clear source.
- Apply promotions when they amend or renew assets, so discounts carry through the asset lifecycle.