Submit a sales promotion claim

As a dealer, submit a single sales promotion claim request.

Before you begin

Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or dealer sales agent (sn_dealer_mgmt.dealer_sales_agent)

Procedure

1. Navigate to Dealer Portal > Catalogs > Customer operations > Sales promotion single claim.

2. On the form, fill in the fields.

   Fields	Description
   Asset	Asset or product on which sales promotion is applicable.
   Requested by	User who is raising the sales promotion claim request.
   Consumer	Customer of the sale. The consumer information is auto-populated based on the install base.
   Dealer	Dealer who is raising the sales promotion claim request.
   Sale Price	Sale price of the sold product for which you’re raising the sale promotion claim.

3. Select Continue.

   The Incentive details form appears.

4. Select the incentives.

5. Enter the incentive percentage.

6. Select Submit.

Result

The Sales promotion claim is successfully submitted for review and approval.