Promotions

SAP CPQ feature “Promotions” allows SAP CPQ administrators and sales representatives to configure and offer special pricing for the particular product or group of them. Administrators have the possibility to define different promotions that could be customized based on user type, company or condition(s).
SAP CPQ promotions feature in Responsive Design offers more flexibility when it comes to defining, organizing, configuring, etc. Based on which design you’ve selected for your SAP CPQ environment, make sure you are reading the right part of this help page which describes “Promotions” in Classic and Responsive design respectively.

Promotions in “Classic Design”

To set up Promotions, go to SetupPricing/CalculationsPromotions/Special Pricing. On page you will find a list of already defined promotions. (See Figure 1.1)

Figure 1.1 – A list of defined promotions


To add a new promotion, click on “Add New” button. This brings definition page for promotions which have two tabs – “Definition” and “Pricing Details”. (See Figure 1.2)

Figure 1.2 – Adding new promotion


As shown above, under tab “Definition” all fields are self-descriptive. You can define a period of time in which the particular promotion will be active. Also, you can choose an option “Subsequent rank override” that will cause all promotions with rank lower than rank of the current promotion to be suspended. Promotion can be available to the particular user, user type or company (Step 1), and you can define the condition under the promotion will be applied (Step 2).

As soon as you fill out the form, click on save and go to “Pricing Details” tab.

Under this tab, you should select product that you want to offer discount on, and conditional product(s) that will provide condition rules for the promotion to be triggered. (See Figure 1.3)

Figure 1.3 – Define pricing details


You can select a discounted product by typing its Part Number, or by browsing through the list of products in your system.

Under “Calculation”, two options can be set: Type and Loop.

Type:

  • Calculation Type “All Items Same Price” should be applied for scenarios where discounting actions are applied equally to all items (example – ‘If you buy more than 20 items of the product, you get 5% discount on all those items’).
  • Calculation Type “Each Break Own Price” should be applied for scenarios where depending on the quantity break, items will have a different price (example - ‘If you buy more than 20 items, you get 5 free’. First 20 items will be calculated with the full price, and additional 5 with price 0.



Loop: This option should be selected for discounting actions where users will get a discount on certain number of items for every number of products they purchase (example – ‘For every 10 items that you buy, you get 2 for free’)

Quantity Breaks In this part, you define ranges (Quantity Breaks) in quantity to which the particular pricing will be applied. Take a look at two examples

Example 1: If you select option „All Items Same Price” under “Calculaton type” and set up Quantitiy Breaks as follows:

Modification TypeModification ValueQTY FromQTY To
Discount Percent1015
Discount Percent20610
Discount Percent301115


Then, when you add 4 items into the quote, they will be discounted by 10% each. Also, if you buy 13 itmes, they will be discounted by 30% each.

Example 2: If you select option „Each Brake Own Price“ then if you buy 4 items, they will be discounted by 10% each, but if you buy 13 items then first 5 items will be discounted by 10%, next 5 items will be discounted by 20%, and the remaining 3 items will be discounted by 30%.
If you go to Configurator and add one product (BMW 3D is selected as condition product in our example), then you get informed in the quote that your order qualify for special promotion. (See Figure 1.4).

Figure 1.4 – Promotions banner in the quote


If you click on the banner, pop up with promotion details is displayed. On Figure 1.5 you can see promotion details from example 1 scenario, and ont Figure 1.6 from example 2 scenario.

Figure 1.5 – Example 1 - promotion details



Figure 1.6 – Example 2 - promotion details


Promotions in “Responsive Design”


This portion of page delivers information on „Promotions“ functionality while using „Responsive Design“. If you are using „Classic Design“, please refer to the appropriate portion of this page – Promotions in "Classic Design".
To set up Promotions, go to SetupPricing/CalculationsPromotions/Special Pricing. On this page you will find a list of already defined promotions. (See Figure 2.1)

Figure 2.1 – A list of defined promotions



To add a new promotion, click on “Add New” button. This brings definition page for promotions which has three tabs – “Definition” , “Pricing Details” and „Scripts“. (See Figure 2.2)

Figure 2.2 – Adding new promotion



Under ”Definition“ tab you can choose a promotion type. There are two types, actually ways, to define promotion details:

  • Pricing Details – this option means that you are going to define promotion details under the tab “Promotion Details” and will not use ”Scripting” for that purpose
  • Scripts – this option means that you are going to write an IronPython script to define promotion details



Many fields on this form are self-descriptive. You can define a period of time in which the particular promotion will be active. Also, you can choose an option “Subsequent rank override” that will cause all promotions with rank lower than rank of the current promotion to be suspended.
„Catalog Description“ ,field is used to input and store description of the promotion that will be displayed in Product Catalog at the product level. This and „Quote Header Description“ field can contain plain text and html. (See Figure 2.3 and Figure 2.4).

Figure 2.3 – Promotion details in the quote



Figure 2.4 – Promotion details in Catalog


Each product that falls under promotion criteria will be identified in the product catalog by placing this description below the product. Also, if a product that is affected by the promotion is added to the Quote and „Suggest Up-sell in quote“ option is set to „true“, then „Quote Header Description“ is displayed in the Quote. This description is clickable and once clicked, it shows more details about the promotion. (See Figure 2.5). These two fields are not available when you use „Classic Design“.

Figure 2.5 – Promotion details



You can set promotion availability based on the particular user, user type or company (Step 1), and you can define the condition under which the promotion will be applied (Step 2). As soon as you fill out the form, click on „save“ button to save your promotion.

Pricing Details or Script – not both!


When you use „Responsive Design“, two ways for defining promotion details are available. You can choose one way per promotion, not both. So, if you choose to set your promotion using „Pricing Details“ tab, then „Script“ tab will be disabled and vice versa. We will describe both ways here.
Pricing Details
Under this tab, you can select product that you want to offer the discount on, and conditional product(s) that will provide condition rules for promotion that is to be triggered. For example, if you want to create promotion in the way that, if a user buys one product (conditional) then she can buy another product or number of products at a lower price. You are allowed to define zero or more conditional products. (See Figure 2.6)

Figure 2.6 – Pricing Details tab - Defining promotion details



You can select a discounted product by typing its Part Number, or by browsing through the list of products in your system.

Also, beside discounted product, the promotion can be set to be valid for the entire product type or product category. You can set this in the appropriate setup form (See Figure 2.6.1). Setup of product type promotion and product category promotion is similar to the described setup for product promotion setup.

Figure 2.6.1 – Discounted Product Types and Discounted Product Categories setup



Set up Pricing Details
Under “Calculation”, two options can be set: Type and Loop. Type:

  • Calculation Type “All Items Same Price” should be applied for scenarios where discounting actions are applied equally to all items (example – ‘If you buy more than 20 items of the product, you get 5% discount on all those items’).
  • Calculation Type “Each Break Own Price” should be applied for scenarios where depending on the quantity break, items will have a different price (example - ‘If you buy more than 20 items, you get 5 free’. First 20 items will be calculated with the full price, and additional 5 with price 0.

Loop: This option should be selected for discounting actions where users will get a discount on certain number of items for every number of products they purchase (example – ‘For every 10 items that you buy, you get 2 for free’)

Total Allowed Uses field refers to the quantity of the product offered under promotional conditions. The number of products available for the promotion will decrease each time the product is added to the quote. If products are offered outside of a promotion, the total allowed uses will not be calculated.

Quantity Breaks – In this part, you define ranges (Quantity Breaks) in quantity to which the particular pricing will be applied. Take a look at two examples.

Example 1 :
If you select option „All Items Same Price” under “Calculation type” and set up “Quantity Breaks” as follows:

Modification TypeModification ValueQTY FromQTY To
Discount Percent1015
Discount Percent20610
Discount Percent301115



Then, when you add 4 items into the quote, they will be discounted by 10% each. Also, if you buy 13 items, they will be discounted by 30% each. Note that Promo Discount Percent displayed in the Quote is same for each item. (See Figure 2.7)

Figure 2.7 - Quantity Breaks – All Items Same Price



Example 2:
If you select option „Each Brake Own Price“ then if you buy 4 items, they will be discounted by 10% each, but if you buy 13 items then first 5 items will be discounted by 10%, next 5 items will be discounted by 20%, and the remaining 3 items will be discounted by 30%. Note that Promo Discount Percent displayed in the Quote is calculated as overall discount, based on the promotion rules. (See Figure 2.8)

Figure 2.8 - Quantity Breaks – Each Brake Own Price


And/Or Logic for conditional products
From time to time there might be a situation when you want to add one or more products as conditional when setup promotion. SAP CPQ makes it possible and allows you to choose whether you are going to create condition using „AND“ or „OR“ logic between conditional products, product types or categories. SAP CPQ groups conditions based on the login operator you had chosen during promotion set up. (See Figure 2.9)

Figure 2.9 – AND/OR logic in conditions



Scripted promotions


For promotions that have complex discounting rules, administrators now have the option to write IronPython script. Scripts written during promotion setup will be executed on the „Add item to cart“ event.

Scripting promotions can be applied in two ways depending on If selected product for triggering promotion is:

  1. The same product on which promotion is applied to.
  2. A product which, if added to the quote, causes promotion to be applied on some another product.


In the first case, Item of type „IQuoteItem” can be used in script. This is a current item whose properties can be changed.

Figure 3.1 – Script for discounted product



In this example, promotion for „SMB Desktop Computer“ product depends on number of existing items in the quote. To apply promotion, list price needs to be calculated and promotion discount and amount will be applied automatically.
In the second case, promotion discount and amount need to be calculated through script in order to be applied on defined item.

Figure 3.2 – Scripted promotion for product that causes other product(s) to be discounted



You are here: CallidusCloud SAP CPQ Online HelpAdmin Page HelpPricing/CalculationsPricebooksPromotions