Tutorial · Episode 4

The Promotions Page

Get the vendor's sign-off before the promo runs

Tutorials › ShelfSpace Credit Memos › The Promotions Page

Chapters

  1. 0:00Intro
  2. 0:11You mark a product down to move it, and it…
  3. 0:34So let's create one
  4. 0:57Now the detail that matters most
  5. 1:17Then pick the vendor whose product this covers
  6. 1:28This is the part that protects your margin
  7. 1:44Then send it
  8. 2:05And you don't have to hunt for these one by…
  9. 2:21And every request you send stays tracked…
Full transcript

A discount your vendor agreed to share comes back to you as credit. One they never signed off on is just margin — gone. Let's lock in that sign-off, before the promo ever runs.

You mark a product down to move it, and it works — but your margin takes the hit. Here's the fair part: if your vendor agreed to that promotion ahead of time, they share the cost, and it comes back to you as credit. If they didn't, that money is simply gone. This page is where you get that agreement in writing, before the promo goes live.

So let's create one. It takes about a minute — and it's the minute that decides whether next month's discounts pay you back or bleed you dry.

Start by choosing Wholesale. Co-marketing credit only applies to product you bought outright. On consignment, the vendor already shares every discount through their split — so there's nothing extra to pre-approve there.

Now the detail that matters most — the name. Type it exactly the way it'll read at your register. Next month, we match your discounted sales to this promotion by that name, on their own — so the credit lands without you lifting a finger. A typo here, and that match is gone.

Then pick the vendor whose product this covers — the partner you're asking to pitch in.

Set when it starts, and let it run until you decide to stop it.

This is the part that protects your margin — you're asking the vendor to approve the promotion in advance. They get an email and a portal link, and they approve or decline. Only a promotion they signed off on before it ran is ever eligible for credit.

Then send it — and your request lands in front of the vendor before a single discounted unit rings up.

And there it is, on your Promotions list — logged, with the vendor's sign-off pending. Once they approve, every sale on this promotion next month comes back as credit, instead of margin you quietly handed away.

And you don't have to hunt for these one by one. The Opportunities tab scans the discounts you've already run, flags the ones no vendor ever approved, and lets you request that approval with a single click — turning markdowns you were taking anyway into vendor-funded credit.

And every request you send stays tracked right here, under Requests — so you always know which promotions carry a vendor's sign-off and which are still waiting on one. Get that sign-off first, and the discounts you'd run anyway start paying you back.

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How Approved Credits Get Applied — video thumbnail Episode 12 2:46

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The Scorecard: Measuring Your Credit Program — video thumbnail Episode 13 2:28

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