Siebel Consumer Goods Guide > Trade Promotions >

Creating Deals for Promotions (End User)

Key account managers can create deals for promotions. For information on creating deals for promoted products, see Creating a Deal for a Promoted Product.

This task is a step in Process of Managing Trade Promotions.

To create a deal for a promotion

1. Navigate to the Promotions screen > Promotion List view.
2. Drill down on the Promotion field hyperlink for a selected promotion, and click the Deals view tab.
3. In the Deals list, create a new record and complete the necessary fields.

   The following table describes the available fields.

   Fields	Comments
   Amount	Amount of the deal.
   Est. Pay Date	Estimated date of payments paid from the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Fund	Name of the fund from which the deal will be made.
   Deal ID	System-generated identification number of the deal.
   Type	Type of deal, such as Bill Back, Fixed Cost, or Off Invoice. Select a value from the drop-down list.
   Stackable	Indicates that the deal is not exclusive, and it can be stacked with other existing deals. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Bundle	A check in this box indicates that the deal can contain bundled products. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Max. Quantity	Maximum quantity to include in the deal. The default value is 1.
   Min. Quantity	Minimum quantity to include in the deal. The default value is 1.
   Payment Pending	Displays the value of the payment submitted for the deal.
   Payment Submitted	Displays the value of the payment submitted for the deal.
   Payments Paid	Displays the value of payment paid for the deal.
   Status	Status of the deal.
   Price Adj. Type	Price Adjustment Type. The type of price adjustment—for example, % Markup or Discount Amount. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.
   Price Adj. Amount	Price Adjustment Amount. The amount of price adjustment that will be given with the deal. This field adds additional dimensions to the deal. In the standard product, this field does not drive any behavior in the application; further customization is necessary to do so.