Tactics

Tactics define the mechanics of your promotion: what discount or funding applies, whether it behaves as off-invoice (on the invoice) or bill back (claimed later against criteria), and how costs aggregate at promotion, group, or product level. Depending on setup, tactic types span percentage off, fixed price, buy X get Y, multi-buy, free goods, and other constructs modelled via fixed and variable tactics paired with discount rules-so you remain precise about mechanics while reporting cost to the promotion.

Add a tactic to a promotion

• Open a promotion and go to the Related tab.
• Scroll to Tactics and click New.
• Choose the tactic record type:
  • Fixed tactic
  • Variable tactic
• Name the tactic.
• For a variable tactic, select a discount rule.
• For a fixed tactic, enter the fixed cost.
• Click Save.

Commercial policies with tactics

When commercial policies are enabled on a promotion (Apply Commercial Policies), lines added via the promotion can still receive applicable automatic and volume discounts under your commercial-policy rules-the promotion’s tactics run as configured, stacked with commercial policy behaviour per your licence and configuration.

If commercial policies are disabled on the promotion, ordering applies promotion tactic discounts only for those lines. Discount rule types built for broader basket behaviour (quantity, value, manual, conditional quantity, conditional value, and similar) typically do not apply to promotion items-design the offer via promotion tactics instead.

Joint business planning

For larger customers you may negotiate promotions jointly. Promotions can capture presentation and acceptance milestones so stakeholders can track progression from proposal through agreement.

Financial overview

Promotions expose base, predicted, and actual performance at aggregate level-rolled up from promotion products-so planners can tune offers while keeping margins acceptable. Figures may start as planner inputs until automated feeds incorporate base volumes and history.