Marketplace page: https://marketplace.creatio.com/app/salesup-promotion-management-creatio

Sales'Up Promotion Management for Creatio streamlines and automates the administration of promotions and discounts within order processing. This solution enables seamless and adaptable configuration of various promotional conditions and discount types. It supports the creation of promotional codes and certificates while providing tools to effectively track the performance of marketing strategies

Contents:

1. Notes and Restrictions
2. Product installation
3. Setting up the "Promotions" section
   • Creating a New Promotion
   • Filling in the Profile of the page
   • "Main Information" tab
4. Additional Settings for Promotion Types
   • Discount type
   • Discount Scale type
   • Promo Code type
   • Certificate type
   • Gift type
     • «Specification» detail
     • "Promo Specification Products" detail
     • "Used Promos" detail
5. Settings for the "Orders" section
   • Detail "Available Promotions"
     • Button "Fill in the Detail"
   • Button "Cancel Promotion"
   • Detail "Gift Products"
   • Tab "Product Details in the Order"
6. Using promotions in an order
   • Applying a promotion with the type "Gift"
   • Applying a promotion with the type "Discount Scale"
   • Applying a promotion with the type "Discount"
   • Applying promotions with the type "Promo Code" and "Certificate"
7. Contact us

Notes and Restrictions

The product includes a price list called "Gift for Promotions" where all system products are stored, and all new products are automatically added. You can familiarize yourself with the logic of price list settings via the provided link.

Product installation

To install packages, go to «System Designer» and select «Application Hub»

On the «Application Hub» page, click «New Application», then «Marketplace powered», enter the booth address, and click «Install».