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📽️ Key Functionality

This tutorial shows the key Agreements and Promotion functionality of the Pricefx System.

Within Pricefx the Agreements & Promotions module allows you to define and manage the complex area of on-invoice conditions, such as:

  • 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.

Menu alignment

With the Paper plane release there are three further enhancements that have been done. These might seem small, but they can make a big difference in your workflow. In the next lines, we will show you how they work together in one scenario. One change that runs across more capabilities is that there is not a logical order in which the menus are arranged. Previously, Agreements and promotions was not aligned with the same order in Quoting and Rebates. This issue has been fixed in Paper Plane. So, if you have all the required permissions, you will notice that the Agreements and Promotions menu now has the header types option at the top, so you can easily set up your header types. We've also made sure that the menu order makes sense and is easy to navigate.

LEARN MORE: To learn more about Agreements and Promotions, click here.

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