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

You can find the installation instruction at this link:

Product installation, eng

General settings

Before starting the formation of an order, it is necessary to add the products provided by the supplier to the "Supplier’s products" details of the account card.

To do this:

1. Go to the "Accounts" section, open the page of the account of the good’s supplier and add products to the detail by clicking on the button “+”
2. Select the products from the registry and press “Select”