Create Customer Promotion Program

Here you'll learn how to create a customer promotion program.

A customer rebate program is created from a customer promotion program type which acts as a template for the program.

The customer rebate program sets the default value for some of the attributes such as currency and discount type. Program types can also be used to define the eligibility criteria for additional conditions and products. With appropriate roles, you can change the status of a channel program to approved or rejected. You can also withdraw a channel program which changes the program status back to draft.

1. From the Navigator, click Customer Channel Management under Order Management to navigate to the Programs page.
2. Click Create to create a new program. The New Program page appears.
3. Select the Business Unit and the Program Type.
   Note: If your role has access to multiple business units and the default business unit is defined in the Default Business Unit profile option, then the default business unit defined is displayed when you create a new program. You can select another business unit to which you have access, if required.
4. Click Continue.
5. On the General tab:
   • Optionally, change the Status.
   • The Business Unit and Program Type you selected are displayed.
   • Optionally, change the Owner. Owner is defaulted to person logged in.
   • Enter a name for the program.
   • Optionally, add a Promotion Code.
     Note: If you don't add a promotion code, the application automatically generates this code.
   • Optionally, add a description.
   • Select a Currency. By default, this is the currency defined in the program type.
   • In the Customers section, select a Customer Type for the program. You can select Customer, Ship To or Bill To. Based on your selection, search for and select the customer and account details, or ship to, or bill to details from the list.
   • Use the Beneficiaries section to specify an alternate beneficiary to whom the accrued earnings will be paid. The beneficiary can be different from the eligible customer on the sales transaction. Select the Same as customer check box if the beneficiary is the same as the eligible customer on the sales transaction. If you don't select this check box,then you can enter the Beneficiary Type and the Beneficiary details. You can view the Address and the Account details of the selected beneficiary. Enter the dates, as required.
   • In the Dates section, enter the Date Context and the start and end dates for the program.
   • Click Save to save your program and remain on the page to add additional information and product details.
   • In the Additional Information section, enter additional conditions such as a Qualifier, Operator, and select a value for the qualifier you selected. Click Submit to save the additional conditions.
   • In the Products section, select the Type, Item, UOM, Rebate Type, Rebate Amount, and optionally the Start Date and End Date to define these details for your program. Click Submit to save the product details.
   • Click Submit to save and submit your program.
6. On the Customers tab, you can add eligibility conditions for multiple customers.
7. On the Notes and Attachments tab, you can create, edit, or delete rich text formatted general or reference notes. You can also drag and drop supporting documentation as attachments. Additionally, you can include URLs in this section.