Submit a sales promotion claim

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.
      Table 1. Sales details form
      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.