You must define the scope of a promotion to determine the types of accounts, the regions, and the products that this promotion will be available to. 

To define the scope of your new promotion

  1. Define values for the fields described in the following table.

    Note

    The default value for each field is All. If you do not select a value, CPQ evaluates all items for each field and that can impact the performance.

    By default, the fields you define are set to be included in the scope of your promotion. Select the Exclude radio button for any parameter if you want to exclude that specific object from the scope of your promotion.

    Field

    Description

    Price ListSelect the price list that you want to use for your promotion.
    Product Family

    Select the Product Family that you want to apply the promotion to.

    • Exclude: The promotion will not be applied to the product families specified.
    Product

    Select the specific products that you want to apply the promotion to. You can search a product by its name or code.

    If you selected Promotion Type as Buy X Get X on the Information page, you will see the following options:

    • IN (Include (OR)): CPQ applies promotion on all products (in scope), which are available in the cart.
    • ALL (Include (AND)): CPQ applies promotion on all products (in scope) only if the products are added to the cart.
    • ALL IN BUNDLE (Include Bundle Options (AND)): CPQ applies promotion to a bundle and options only if the bundle is configured with specified options.
    • Exclude: The promotion will not be applied to the products specified.

    Functionalities

    • To use Include (OR) scope, update the Product Criteria Oper field as “in”.
    • To use Include (AND) scope, update the Product Criteria Oper field as “all”.
    • To use Include Bundle Option (AND) scope, update the Product Criteria Oper field as “all in bundle”.

    If you selected Promotion Type as Buy X Get Y on the Information page, you will see the following options:

    • IN (Include (OR)): If one of the specified products is included in the cart, CPQ applies the promotion to the benefit product.
    • ALL (Include (AND)): If all specified products are included in the cart, CPQ applies the promotion to the benefit product.
    • ALL IN BUNDLE (Include Bundle Options (AND)): If the bundle and all specified option products are included in the cart, CPQ applies the promotion to the benefit product.
    • Exclude: CPQ does not apply the promotion to the products specified.
    Product Group

    Select the Product Group that you want to apply the promotion to.

    • Exclude: The promotion will not be applied to the product groups specified.
    Account TypeSelect the types of accounts for which you want to make this promotion available.
    Accounts

    Select the accounts for which you want to make this promotion available.

  2. Click Save to save the changes or click Save & Next to move to the next tab.

After the scope, you must now define the criteria for this promotion.