Promotions
Raise order value without touching the price list
In B2B a promotion is rarely a banner. It is a volume incentive that makes the buyer order the full pallet, a bundle that pairs the machine with its consumables, or a coupon a sales rep hands out to win back a lapsed account. This area covers the rule engine planned behind those: how a promotion meets the contract prices your largest accounts already have, which mechanics a professional buyer responds to, and how you find out what a campaign cost.
The strategic version of the same question, which levers raise order value and in what order, is Raise order value.
Cockpit screens: planned. The Promotions app, with its rule engine, coupons, bundles, free-goods rules and campaign screens, is not yet available on your tenant. The concepts on these pages are real and worth settling now; where a page describes a Cockpit flow, it describes how it will work once it ships. What you can already use today: price lists under Order Management › Price lists, bound to a contact, an organization or a channel and limited by a validity window, which is enough for a time-limited price or a scale price without any promotion engine; segments under CRM › Segments; and channels under Configuration › Channels, including the
punchout channel type a promotion must stay out of.Understand
- How promotions work — The rule engine: conditions, effects, and how a promotion resolves against a price list.
- Promotions vs. contract prices — Two mechanisms that both lower a price, and why you must not confuse them.
- Promotion types that work in B2B — Volume tiers, bundles, free goods, rep coupons, assortment expansion.
Set up
- Create a promotion — Name, conditions, effect, validity and scope.
- Coupons and codes — Single-use, multi-use, bulk-generated, rep-assigned.
- Bundles and kits — Sell the machine with its consumables at one price.
- Free goods and gifts — 12 + 1, and gift-with-purchase.
Work with it
- Run a campaign — Plan, launch, watch, end.
- How promotions show on the storefront — Badges, strike-throughs and the cart summary.
- Test a promotion before it goes live — The test-buyer method.
Keep it healthy
- Knowing what a promotion cost you — Redemptions, discount given, incremental revenue.
- Common promotion problems — Not applying, applying twice, applying to the wrong customer.