You must define the criteria for a promotion before making it available to customers.  If a sales representative wants to apply this promotion to a customer's purchase, the criteria you define here will determine if that purchase qualifies for the promotion.

You can define two types of criteria based on:

  • any the past purchases of customers or rolled up metrics of past purchases. 
  • data from the line item, header, lookup objects, and child objects of the lookup objects for a quote or an order.

You can also define additional filter criteria to determine which products this promotion applies to. 

To define the scope of your new promotion,

  1. On the left side work pane, click Criteria.

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

    Field

    Description

    FieldSelect an option from this list of fields to which the promotion must be applied. The fields available depend on what Reference Data Source you selected while defining the information.
    Operator

    If the field you defined is a picklist or a lookup field, you can select one of the following operators.

    • equal to 
    • not equal to
    • in
    • not in

    For any other field you defined, select one of the following operators.

    • equal to 
    • not equal to
    • less than
    • less than or equal to
    • greater than
    • greater than or equal to
    • contains (displayed only if you selected a field of type text or area such as Description)
    Value Type

    If you select Constant (default), only Value is displayed.

    If you select Field Value, Data Source and Field are displayed. 

    If the field you selected is date, you can select from one of the following options:

    • Offset (+) Days
    • Offset (-) Days
    • Offset (+) Months
    • Offset (-) Months
    Value

    This field is visible only if you select Constant from the Value Type drop-down.

    Enter a simple constant value or select single or multiple values using search widget depending on the field type and operator you defined for the primary data source.

    If you selected Product from the Field drop-down, you can search a product by its name or code in the Value field. The search results display the product name and code wherever applicable. If a product has a code defined, the search result displays name and code; else the search result displays only the name.

    Data Source

    This field is visible only if you select Field Value from the Value Type drop-down.

    Select one from the list of Search Filter CPQ data sources linked to Line Item you selected as the primary data source. With this data source, you can use the information from child objects to create evaluation criteria that can be based on previous purchase history such as order or asset line items, or roll-up data.

    Field

    This field is visible only if you select Field Value from the Value Type drop-down.

    Select one from the list of fields from the child filter object.

  3. Click Save to save the changes or click Save & Continue to move to the next tab.

You must now define the benefits of this promotion.