About Product Promotion Recommendations

To display product promotion recommendations, the sales representative selects Verify Promotion from the applet-level menu of a Quote or Order header.

A pop-up list displays all the recommended promotions and allows the user to accept or reject each promotion recommendation. The order in which promotions are listed is based on the ranking entered in the Score field of the Promotion record and the percentage of current Quote or Order line items matching the promotion definition.

Promotions are recommended only if the administrator selects the Recommendable flag on the Product Promotions screen, Products view while creating the promotion.