Promotions overview
Goal
Understand promotions as discount rules applied on top of resolved list price (especially on sales quotes).
Who it is for
Clerk with pricing.view; create/update/delete needs promotions.manage (not only pricing.manage).
What a promotion is
Master data with Code, Name, Priority, Discount type (Percentage / Fixed amount), Value, optional Currency (for amount), Trigger (Automatic / Coupon), Scope (All items / Single item), validity dates, optional Budget and Usage limit, Sales channels, Publish to ecommerce storefront, and Active.
Coupon-triggered promos need one or more Coupons (codes + usage limits). Stacking across promos is controlled in Pricing setup (Best single discount wins, Stack all eligible discounts, or Stack automatic; best coupon).
There is no draft/post document workflow — toggle Active and validity windows instead.
How it fits
- Ensure list prices exist.
- Create promotions; add coupons when trigger = Coupon.
- Quotes apply eligible promos after list resolution, then minimum sale price and rounding.
Open the screen
Directory → Products → Promotions (/catalog/promotions). Forms are modals on the list.