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

The Sales’Up Procurement Management for Creatio product allows you to manage the full cycle of a company's purchases – from creating an application within the company to choosing the most favorable conditions among product suppliers, quickly receiving up-to-date information about the product, and automatically generating an order based on the received data.

The product is suitable for any type of company that regularly purchases products from different suppliers, helping to automate and simplify the process of interaction between the company and the supplier.

Contents:

1. Technical requirements
2. Product installation
3. General settings
   • Adding a new MTB request
   • Purchase formation
   • Working with the “Supplier Requests” section
   • Order preparation from “Purchases” section
4. Contact us

Technical requirements

The product is compatible with products on the Sales Creatio platform version 7.16.0 and higher.

Product installation

To install packages, go to «System Designer» and select «Application Hub» (Picture 1.1)

Picture 1.1

On the «Application Hub» page, click «New Application» (Picture 1.2), then «Marketplace powered» (Picture 1.3), enter the booth address, and click «Install».

Picture 1.2

Picture 1.3

If you are installing a product package from a file, you must request an up-to-date package from Sales’Up support. Next, on the «Application Hub» page, click «Install from file» (Picture 1.3), specify the path to the archive with the package, and complete the installation.

General settings