Working with sales promotion

Configure, use, and manage sales promotions in MCO.

Data model provides the information on the entities and their connectives, see Sales promotion campaign data model.

1. Configure sales promotion

Complete the following tasks in order:

1. Install Sales promotion claim management [sn_sls_prm_clm_mgt]: Installing applications, plugins, and products.
2. Set up product models and parts:
3. Set up assets and install base items: Viewing assets for Manufacturing Commercial Operations and Configure install base item
4. Set up dealers:
5. Assign roles: Assigning roles in Manufacturing Commercial Operations
6. Set up sales promotion

2. Work with sales promotion (OEM)

Create and manage campaigns and review claims in the CSM/FSM Configurable Workspace. See the following topics:

• Sales promotion management
• Sales promotion claim management

3. Work with sales promotion (Dealer)

Submit and track claims in the Dealer portal. See the following topics:

• Submit a sales promotion claim
• Upload a bulk sales promotion claim

Use cases

Use case scenarios demonstrate when and how to use the sales promotion application to create promotions, submit claims, and review and approve claims. Use the following scenarios to understand common sales promotion management situations:

• Sales promotion campaign use case
• Sales promotion claim submission use case

Related tasks

• Look up an asset or claim by its serial number