Product scope

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There are two types of product scope :

  • Trigger product scope :

The product trigger is the product or group of products that will justify an offer.

  • Product scope advantage :

The product benefit is the product that will receive the benefit from the triggering product.

The trigger product and the benefit peripheral product are configured before the creation of the commercial action.

 

Example : 2 books purchased = 1 pencil offered (2 books: trigger products / 1 pencil: advantage product).

  • How to create the product scope :

To do this, click on the square to the right of the "Product scope" screen on .

 

action_commerciale_11.png

 

  • Fill in the "Name" field :

Try to give a meaningful name to your product scope in order to remember it.

  • Choose type

- Product list*

- List of categories**

  • Choose the selection mode :

- Choice from a list

- Manual entry

- All (this takes into account all products that are imported into CRM360)

*If you select "List of products", you will then have on the right part of the screen, the articles that you can then choose.

action_commerciale_12.png

 

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By clicking once on the square corresponding to the line of the product, you will include the product .

By clicking twice on the square corresponding to the line of the product, you will therefore exclude the  product .

You can also filter the products by entering the product in

and clicking on .

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**If you select "List of categories", you will then have on the right part of the screen, the categories of articles that you can then choose.

 

By clicking once on the square corresponding to the line of the product category, you will include the product category .

By double clicking on the square corresponding to the line of the product category, you will exclude the product category .

Save by clicking .

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