Create a promotion

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Create a sales promotions campaign. OEM agent can view all the sales promotion campaign created by them.

    Before you begin

    Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or sales promotion manager (sn_sales_prm_mgmt.sales_promotion_manager)

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales Promotion Management > My Promotion.
    2. Select New.
    3. On the My Promotion form, fill in the fields.
      For a description of the field values, see My promotions form.
    4. Select Save.
    5. Select Create checklist.
      For further instruction, see Create a checklist template.
    6. Select Publish.
      Changes to the promotion aren’t allowed after published.

    What to do next

    To reuse the sales promotion details, select Copy.