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Discounts at different customer and/or product hierarchies.
Price promotions and campaigns.
All kinds of special price conditions.
Customer or product-specific overviews of all existing conditions or special prices.
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All “on-invoice” special conditions can be managed either on a very detailed, product-customer combination level or on a much higher, general level (i.e., general special discount per customer group for a part of or full product portfolio). Other special conditions such as timely time-limited promotions or “3 for 2 promotions” can be defined, managed, and monitored.
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The Agreements & Promotions module responds to the need for a tight connection with the structures of on-invoice conditions defined in connected backend systems.
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Navigating to Agreements and Promotions
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Promotions
Let's have a look at how we you manage this within the system.
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On the Agreements and Promotions Menu, navigate to Condition Types to be presented with a full list of condition types that you have access to edit or view.
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On the Agreements and Promotions Menu, click on the Agreements & Promotions option:
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The system lists all the available promotion agreements.
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Click on the Name or Label to display the Agreement/Promotion's details.
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You can customize the structure and content of the Agreements & Promotions table to suite your needs. You can:
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Let's walk through the steps to create a new Agreement/Promotion. You have two options. Firstly you can select an existing agreement and click on the Duplicate button to create a duplicate that you can then edit. This is useful if you have an existing agreement that you need to extend or simply to maintain the same information for a different client.
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However here we're going to go through a the second option which is to create a brand new agreement.
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To do that click the New Agreement/Promotion button. The draft document will autosave as you work through the creation process. At the very top of the page, you can edit the name of the Agreement.
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