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Tip

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Get ready to take your learning to the next level and join our instructor-led trainings (ILT) for live interaction, personalized feedback, and hands-on practice. Master foundational knowledge with on-demand courses, then experience a comprehensive learning journey with ILT.

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Promotions Managers handle different types of discount calculations, and contracts, which can be time-consuming, tedious, and difficult. This Learning Path will guide you through the different Pricefx Agreement & Promotions capabilities that allow you to create and maintain different types of contracts and conditions.

Business Pains & Challenges

  • Promotions Results Visibility - can you see where you lose money calculating your promotions?

  • Contracts Execution - how can you efficiently execute the agreements?

  • Complex Communication - can you save time communicating the discounts to your business partners and customers?

  • Lack of Flexibility - how flexible can you execute different discount types? Can you easily make adjustments?

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Pricefx Solution - Agreements & Promotions

Pricefx offers different tools to define and roll out customer-specific discounts, frameworks for customer groups, and promotions using predefined discounting logic. You can manage discount campaigns, calculate different discount conditions, and analyze/optimize discount impacts, such as margin leakage and key performance indicators.

Overview Agreements and Promotions - Business User Knowledge Base - Pricefx Knowledge Base

Key Functionality Agreements and Promotions - Business User Knowledge Base - Pricefx Knowledge Base

Agreement Types

Represent the template that you can use to speed up the process of creating a new agreement. The template specifies the header, items, filters, and workflows available for the agreement.

Condition Types

Represent the different incentives and discount conditions to be calculated and maintained in the agreements.

Understanding Condition Types - Business User Knowledge Base - Pricefx Knowledge Base

Agreements

Represent the work area where you can create, execute, and maintain the incentive and discount conditions.

How to Create an Agreement and Promotion - Business User Knowledge Base - Pricefx Knowledge Base

Price Records

Represent the area where the calculated and approved records are stored for further review.

How to Manage Price Records - Business User Knowledge Base - Pricefx Knowledge Base

Improvements & New Releases: Paper Plane Updates - Agreements and Promotions - Business User Knowledge Base - Pricefx Knowledge Base

Quiz 6: Agreements & Promotions