GU_SAP S4 HANA CLOUD_How to Create promotion and Sales deal.docx

How to Create promotion and Sales deal
Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/
Twitter @mistersharesap
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How to Create promotion and Sales deal in SAP
For generating higher sales in a specific time, promotions can come handy specially for retailers
who sell in physical stores as well as e-commerce. They are defined for a specific period and
have some favorable buying terms for the end customer. A promotion can run on specific
products. SAP provides a detailed functionality on managing this in an effective manner so that
organizations can maximize the opportunity of generating higher revenues as compared to the
competitor in a profitable manner.
A sales deal defines a marketing deal for a certain product and can have multiple promotions
within it. Let us look at how we can use this functionality within SAP.
Step 1: Creating promotion
● Use the tcode VB31 or the tile Create Promotion

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● Select the promotion type. In the example, 0030 is the promotion type.

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● Enter the Promotion description and validity period. In the below fig. Test Promotion
and validity period is One month.

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● Click on the SAVE button. It will display successful creation of promotion.

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● In the example Promotion, 3 is created.
A sales deal as mentioned is an actual representation of a promotion with multiple sales deals
tied to a promotion. The sales deal could be unique per each product line or per each customer

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group etc. Example: If we want to offer customer-specific discounts in some cases and material
based discounts in others.
A sales deal in SAP is defined as a group of two or more condition types executed during the
order processing for the promotional period. The actual master data for the condition record
data resides in the sales deal via the condition type combination.
Step 2: Creating Sales Deal
● Enter the tcode VB21 or the tile Create Sales deal.
● Select the Sales Deal type.
The agreement type indicates the type of the sales deal, for example, whether it refers to a
product or product line. The standard system contains sales deal type 0020

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● Deals can depend on various combinations of sales area, distributor, end customer, and
material. Each sales deal can pertain to many customers or just one. They can be
national, local, or limited to a specific customer location.

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● Special condition records can be allocated to a sales deal.
● Maintain the conditions for the Sales Deal. In the below fig Sales Deal is for customer
discount.
● Maintain the amount of discount for the customers.

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● In the screenshot, for the customer 1000283, we are giving the four percent discount in
the Sales deal.
● After maintaining the conditions save the Sales deal.

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● Click on the SAVE button which is shown in the screenshot. In the screenshot Sales
Deal, 4 is created. In this deal, we are giving the customer a discount of 4 percent.

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Step 3 : Attach the promotion to the Sales Deal
● While the creation of Sales Deal we can attach the Promotion to the Sales Deal. In the
screenshot, promotion 3 is attached to the Sales Deal 4.
● To attach Promotion to the sales deal Enter the Tcode VB22 or tile change sales deal
and Attach the Promotion to the sales Deal.
● In the example promotion, 3 is attached to Sales Deal 4.

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Placing an order:

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● Once the deals are created, a standard SAP sales order verifies if there are any existing
deals that qualify the order as eligible to receive the special pricing.
● Place one order with the customer which is having the Sales Deal of 4 % discount. If a
customer places an order, the customer will get a 4 % discount on the value.
● Go to the conditions of the order and we can see the customer discount is applied.

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● Select the condition and click on Condition Rec.

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Benefits promotion and Sales deal in SAP
Promotions and Sales deals will increase the Sales and we can maintain these for specific
customers or organizations or specific products.
● Reduce existing stock levels
● Boost sales and the success of a company
● Test new products on the market
● Catch attention during seasonal sales
● Great way to disposing off unsold stocks
● Discounts to promote new store openings
● Special pricing to generate sales

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GU_SAP S4 HANA CLOUD_How to Create promotion and Sales deal.docx

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