---
sourceDocument: Australia Manufacturing
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/manufacturing

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Manufacturing

ft:clusterId :

    - mftg

bundleId :

    - mftg

workflow :

    - Customer and Industry


---

# Sales promotion

# Implement a sales promotion setup {#ariaid-title1}

* Release version: Australia
* 
* Updated July 6, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set up sales promotions in your environment by installing the required application, configuring product models, assets, dealers, and roles, and then managing promotion campaigns and claims.

## Before you begin

Role required: admin or sn_sales_prm_mgmt.sales_promotion_manager

## Procedure

1. Review the entities and relationships within the [Sales promotion campaign data model](https://servicenow-prod.fluidtopics.net/NjKNqVAhahfVdUKvcQdDCQ "A sales promotion is a marketing strategy of implementing new ideas to increase sales, raise brand awareness, and provide discounts to the customers.") application, including tables added or modified by the sales promotion plugin.
2. Configure the sales promotion: Complete the following tasks to set up sales promotion in your environment.
   1. Install Sales promotion claim management \[sn_sls_prm_clm_mgt\]: [Install Manufacturing Commercial Operations](https://servicenow-prod.fluidtopics.net/hdABccBZL_Oj5B7FAoPFTw "Install the Manufacturing Commercial Operations Core application with the admin role.").
   2. Set up product models and parts: [Configure product model](https://servicenow-prod.fluidtopics.net/4~xdZ1mZ4bstbhUtsFrx2w "Create and activate product models for finished products, parts, and components in Manufacturing Commercial Operations (MCO).").
   3. Set up assets and install base items: [Configure assets](https://servicenow-prod.fluidtopics.net/ykT6ywkyoNrFwRxB8XfbBA "An asset is a specific product or instance that is supported for a customer.") and [Configure install base item](https://servicenow-prod.fluidtopics.net/WMqfgEIhQJghkYIHGPKTWQ "Create and configure install base item records to track sold products and assets associated with customer accounts.").
   4. Set up dealers: [Set up Dealer](https://servicenow-prod.fluidtopics.net/3xTb0u43ue8I5tLVzQQSrg "Configure dealer accounts and roles to enable dealers to manage campaigns and submit claims through the dealer portal.").
   5. Assign recall roles: [Assigning roles in Manufacturing Commercial Operations](https://servicenow-prod.fluidtopics.net/nktCd9X4t5OkSa8LOg4Vjg "Assign roles to control access to features, capabilities, and data in the Manufacturing Commercial Operations Core application.").
   6. [Create promotion type](https://servicenow-prod.fluidtopics.net/fWEWJyaXyUued5fMyXQljw "As a OEM or manufacturer, create a sales promotion type that is applicable to a specific set of promotions."). [Create promotion questionnaire](https://servicenow-prod.fluidtopics.net/2bJpJ6TuE9nQtPA4grRohg "Create a promotion questionnaire. Configure the MCO input set.") [Create a checklist template](https://servicenow-prod.fluidtopics.net/l~7ym17XLOrX_~TlT4ocJQ "Create a checklist template. Manufacturers can use the checklist template to create checklists for verification.")
3. Work with sales promotion (OEM): Use the Agents (CSM/FSM) workspace to create and manage sales promotion campaigns and review claims.  
   * [Create a sales promotion claim using playbook](https://servicenow-prod.fluidtopics.net/Msn4_Eqzd4y8HLSWjKRKCA "Create the sales promotion claim using the guided playbook.")
   * [Sales promotion management](https://servicenow-prod.fluidtopics.net/Pa4lLQDfF6StXFNOyDO_qQ "The Agent workspace enables the OEMs to create the promotion campaign for a specific set of customers.")
   * [Sales promotion claim management](https://servicenow-prod.fluidtopics.net/kKByYnyCOiRNv82HVm4eZQ "A sales promotion claim case tracks a promotional claim from creation through approval.")
4. Work with sales promotion (Dealer): Use the Dealer portal to submit and track sales promotion claims.  
   * [Submit a sales promotion claim](https://servicenow-prod.fluidtopics.net/ZXlogusm7Cp4atCYnmSxpg "As a dealer, submit a single sales promotion claim request.")
   * [Upload a bulk sales promotion claim](https://servicenow-prod.fluidtopics.net/CrQfdx9nYX9WnpMeTyFkqg "Upload a template file containing multiple sales promotion claims to submit them together.")