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. On the left side work pane, click Scope.
  2. Define values for the fields described in the following table.

    Note

    The default value for each field is All.

    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.

    FieldDescription
    Price ListSelect the price list that you want to use for your promotion.
    Product FamilySelect the Product Family that you want to apply the promotion to.
    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 Y on the Information page, you will see the following options:

    • Include (OR): If one of the specified products is included in the cart, the promotion will be applied to the benefit product.
    • Include (AND): If all specified products are included in the cart, the promotion will be applied to the benefit product.
    • Include Bundle Options (AND): If the bundle and all specified option products are included in the cart, the promotion will be applied to the benefit product.
    • Exclude: The promotion will not be applied to that products specified.
    RegionSelect geographical regions of the customers that you want to make this promotion available to.
    Product GroupSelect the Product Group that you want to apply the promotion to.
    CountrySelect countries where you want to make this promotion available.
    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.

  3. Click Save to save and close the wizard or click Save & Continue to move to the next tab.

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