Implement a sales promotion setup

Set up sales promotions in your environment by installing the required application, configuring product models, assets, dealers, and roles, and then managing promotion campaigns and claims.

Before you begin

Role required: admin or sn_sales_prm_mgmt.sales_promotion_manager

Procedure

1. Review the entities and relationships within the Sales promotion campaign data model application, including tables added or modified by the sales promotion plugin.
2. Configure the sales promotion: Complete the following tasks to set up sales promotion in your environment.
   1. Install Sales promotion claim management [sn_sls_prm_clm_mgt]: Install Manufacturing Commercial Operations.
   2. Set up product models and parts: Configure product model.
   3. Set up assets and install base items: Configure assets and Configure install base item.
   4. Set up dealers: Dealer.
   5. Assign recall roles: Assigning roles in Manufacturing Commercial Operations.
   6. Create promotion type. Create promotion questionnaire Create a checklist template
3. Work with sales promotion (OEM): Use the Agents (CSM/FSM) workspace to create and manage sales promotion campaigns and review claims.
   • Create a sales promotion claim using playbook
   • Sales promotion management
   • Sales promotion claim management
4. Work with sales promotion (Dealer): Use the Dealer portal to submit and track sales promotion claims.
   • Submit a sales promotion claim
   • Upload a bulk sales promotion claim