Siebel Pricing Administration Guide > Creating Product Promotions > Process of Creating Product Promotions >

Specifying Products for Product Promotions

This task is a step in Process of Creating Product Promotions.

Every promotion applies to specific products. The promotion may apply to one product, such as a particular model of table and chair, or it may apply to many products, such as all of your dining room tables.

If you are creating a bundle product promotion, then list all the products in the bundle in the Products list. The customer must buy all these products to get a discount.

If you are creating a coupon product promotion, then you do not have to list the product here. Add the product and the price discount for it in the Product Promotion screen, Pricing view.

You can add the products covered by a promotion using the Product Promotions, Products, and then Components view. For example, if you give customers a discount if they buy a specific model of table and four chairs, then add that table to the Products view with a minimum quantity of 1, and add the chair with a minimum quantity of 4.

You can also add product lines or product classes to a promotion using the Product Promotions, Products, and then Aggregate view. For example, if you have a product line named Dining Room Tables, then you can add it to the promotion so that the promotion applies to all dining room tables. You specify the default dining room table that is included in the promotion, but the customer can select any product in the Dining Room Table product line to get the bundle discount.

Specifying Individual Products for a Product Promotion

Use the following procedure to specify individual products for a product promotion.

To specify individual products for a product promotion

1. Navigate to the Administration - Product screen, then Product Promotions view.
2. In the Product Promotions list, select the promotion for which you are specifying products.
3. Click the Products view tab.

   If necessary, in the link bar of the Products view, click Components.

4. For each product that is covered by the promotion, add a new record to the Product Components list and complete the necessary fields. Some fields are described in the following table:

   Field	Comments
   Product Name	Select a product that is covered by the promotion. Products are available in the dialog box if they are released and have a currently active version. If this is a product with components, then you can click the product name to display the explorer view used to define products with components.
   Description	Enter a description of the product.
   Min	Enter the minimum number of this product that the customer must buy to qualify for this promotion, if there is a minimum requirement.
   Max	Enter the maximum number of this product that the customer may buy to get the discount for this promotion, if there is a maximum limit.
   Default	Enter the default quantity of this product that is included in the promotion, if you want to display a default quantity. If the customer selects this promotion in a quote or order, then the default quantity of all products in the promotion will be added as line items to the quote or order. This field is optional. If you do not enter a value here, then the application uses the value entered in the Min field as the default value.
   Customizable	This check box is selected if the product selected in the Product Name field is customizable. The promotion can also be used to constrain the selections for the customizable product. For more information, see About Product Promotions for Customizable Products.
   Recommendable	Select this check box to allow the Siebel application to recommend this product promotion to end users when the product exists in a quote or order and is not associated with any other product promotion.
   Commitment	Select this check box if the product involves a commitment. For more information, see Specifying Terms and Conditions of Product Promotions. NOTE:  Only bundled promotions have commitments. Coupon promotions do not have commitments.

5. To enter translations of descriptions of the product to be shown in catalogs that are not in the default language, add a new record to the Translations list for each language you support and complete the necessary fields, described in the following table:

   Field	Comments
   Language Name	This field displays the name of the language after you select the language code.
   Language Code	Select the language code. For example, select ENU for American English.
   Description	Enter the description of the promotion to be shown in catalogs and promotion recommendations using this language.

   NOTE:  The catalog in the default language shows the description that you entered in the Description field of the Product Component record, as described in Step 4.

Specifying Product Lines or Product Classes for a Product Promotion

Use the following procedure to specify product lines or product classes for a product promotion.

To specify product lines or product classes for a product promotion

1. Navigate to the Administration - Product screen, then Product Promotions view.
2. In the Product Promotions list, select the promotion for which you are specifying products.
3. Click the Products view tab, and in the link bar, click Aggregate.
4. For each product that is covered by the promotion, add a new record to the Product Aggregate list and complete the necessary fields. Some fields are described in the following table:

   Field	Comments
   Product Line	Select a product line that is covered by the promotion. Select either a product line or a product class, but not both.
   Product Class	Select a product class that is covered by the promotion.

   Complete the other fields in the same way as in the Components view.

5. In the Default Product view, click the Default check box for each product that is a default product for the promotion and enter the default quantity for each.
6. To enter descriptions of the promotion to be displayed in Edit Promotion view, add a new record to the Translations list for each language you support and complete the necessary fields in the same way as in the Components view.