This is the documentation for Clover Club 12.0.
Documentation for the upcoming version Rampur 13.0 can be found here.

How to Create an Agreement/Promotion

Owned by Jan Panoušek
Jun 14, 2024
1 min read

Before you start creating Agreements/Promotions, make sure you have the following components ready:

  • Customer and product master

  • Calculation logic – Calculates the line items of the Agreement/Promotion.

  • Agreements & Promotions Types – Determine the logic for the Agreement/Promotion and, in parameters, provide context to the calculation of the line items.

  • Typically, also an approval workflow.

To create an Agreement/Promotion, follow these steps:

  1. On the Agreements & Promotions list page, click the New Agreement/Promotion button.

  2. On the Header tab, fill in the basic Agreement/Promotion information.

  3. On the Items tab, add items (Agreement & Promotion Types) to the Agreement/Promotion by:

    • Clicking Add Items and typing the product name into the search field. This is a good method when you are adding just a few items.

    • Clicking Browse Items, setting up a quick or advanced filter and adding the items all at once.

    • Importing items from a spreadsheet by copy & paste. This procedure is similar to importing products to Quotes.

  4. Still on the Items tab, enter the required input parameters – either on folder or item level.

  5. Add attachments, if required.

  6. Save and submit the Agreement/Promotion.