QBM Promotion Guide

Overview of how promotions work in QBM, the main setup order, and the business rules that control discount behavior.

Promotions Sales End-User Guide

Overview

Promotions in QBM are used to apply sales benefits automatically when specific conditions are met. A promotion can give a free item, a percentage discount, or a fixed amount discount.

Who qualifiesControlled by applicability
What they getControlled by the promotion rule
When it runsControlled by dates, activity, priority, and limits

Main Parts

Screen Purpose
Promotion Rule Defines the offer itself, such as Buy X Get Y, percentage discount, fixed amount, dates, and priority.
Promotion Applicability Defines where the promotion can apply, such as item, category, customer, or pricing limits.
Free Items / Free Categories Used in free-item style promotions to define what can be given away.

Promotion Types

  • Buy X Get Y Free: the customer buys a required quantity and receives a free quantity.
  • Percentage Discount: the selling price is reduced by a percentage.
  • Fixed Amount Off: a fixed value is deducted.

Recommended Setup Order

  1. Create the Promotion Rule.
  2. Set the date range and make sure the promotion is active when it should be used.
  3. Define Promotion Applicability so QBM knows which items, categories, or customers qualify.
  4. If the promotion gives a free item or free category, define those reward lines as well.
  5. Test the promotion in a normal sales workflow before releasing it for wider use.

Priority And Stacking

When more than one promotion could apply to the same sale, QBM needs a clear order.

  • Priority decides which promotion should be considered first.
  • Stacking decides whether more than one promotion can affect the same sale or item group.
  • Use lower, more specific priorities for special targeted deals and broader priorities for general promotions.
Important: If a promotion does not behave as expected, priority and applicability are usually the first things to review.

Testing

Before using a promotion in live daily work, test it with real examples.

  • Test the exact qualifying item and quantity.
  • Test the promotion dates.
  • Test whether the correct item becomes free or discounted.
  • Test customer-specific restrictions if the promotion is not meant for everyone.
Good practice: Build a simple test case first, then try more complicated situations such as multiple quantities, multiple promotions, or customer restrictions.