When opening the order, the rep sees how many promotions that customer has, the details of each one, and applies them with a tap. It works even offline.
Trade promotions
Your commercial policy, without your ERP's limits.
Discounts, free goods and bundles for each customer, channel, region or rep. Set them up in minutes, approve them before they go live, and your team applies them right inside the order.
How they combine
Build your commercial policy any way you want. Tap and combine.
Pick options at each step and see how your promotion turns out. Hover over any option to see what it means.
Try an example:
1Which products?
How do they combine? ✦ Expert level
2Who and where?
CustomersHow do they combine? ✦ Expert level
On which platforms
3Which promotion?
4How does it apply?
If there are several free-goods offers The cart starts with Who adds it With other discounts5With what controls?
Your promotion
Milk 1 L × 24$50.40
Tiered: 8% from 24−$4.03
Oil 900 ml × 20$238.00
Variable: the rep chooses · −$23.80
5%Allowed range12%
Juices 1 L × 12, 3 flavors$28.80
Free goods: +2 units free−$4.80
Breakfast bundle: milk, cookies and coffee$35.10
Bundle: −10%, −25% and −5% per line−$5.11
Orders from $250: 3% off the total−$7.74
Tried 15% (max 12%)Blocked
Price below the minimumBlocked
Customer's overdue invoicesNone · applies
StatusApproved by management
Pick at least one promotion in step 3.
How they look in each channel
Your team and your customers see them inside the order. No one calculates anything.
The telesales rep sees each line's discount and how much the customer saves, to close the sale over the phone with solid arguments.
Your customers see the tiers before buying, the free goods in the cart and their savings, and order more to reach the next tier.
How an order is calculated
A fixed, predictable order. Always the same result.
When an order has several promotions, Samply always applies them in the same order. The result is the same in the app, telesales and the store.
- 1Price from the customer's listEach customer buys with their list: traditional, wholesale, supermarkets.$79.20
- 2Product discountsIf two apply to the same product, priority from 1 to 99 decides. Milk × 24: 8% tier.−$4.03
- 3Free goodsThey're resolved by their behavior: always applies, adds up, or the best one wins. Juices: buy 12, +2 free.+2 UN
- 4Order-value discountLast, on the subtotal. Orders from $60: 3%.−$2.26
- =Order totalEach line records which promotion applied and which group it belongs to.$72.91
Free goods by tiersEach tier multiplies: a 10 + 1 deal, buying 30, gives 3 free.
Units the customer buys → free units, with three offers: 10 + 1, 15 + 2 and 20 + 5, and “the best one wins”.
What each one allows
Every option, in one table. So you can compare with what you have today.
Product discountOrder-value discountRebateBundle
Percentage or fixed amount—
Quantity tiers——
Several products count toward the minimum (mixed)—
The rep chooses within a range——
By unit of measure (case, unit, kilo)—
Start and end dates
Rules for combining with others
Promotion group
Management approval
Only on some platforms
Bulk upload——
Also, each customer buys with their own price list, and lists can be imported and exported in Excel.
Management and measurement
From idea to result, with everything under control.
Lifecycle of each promotion
- PendingJust created or edited
- ApprovedA manager approved it
- ActiveWithin its dates
- Expired or deletedStays in the history
If someone edits an approved promotion, it goes back to pending. Deleted ones stay for reference and can't be reactivated by mistake.
Investment by promotion group
Group campaigns by budget or cost center. Each order line stores the discounted amount by group and reaches your ERP through the API, to compare against the budget.
Bulk upload
Import hundreds of discounts from Excel with a template file, and create free goods for many products at once.
Your ERP and Samply
Your ERP records. Samply lets you sell creatively.
Samply doesn't replace your ERP: it works alongside it and sends each order with its promotions applied.
What's usual in an ERPWith Samply
Creating a promotionUsually depends on IT or a consultantThe sales team creates it in minutes and a manager approves it
Choosing who it applies toCustomer by customer or list by listBy channel, region, rep or tag, with groups that update themselves
Combining free-goods offersFixed rulesMandatory, optional sum or optional max, per campaign
In the fieldThe rep calculates by handSees and applies them inside the order
FAQ
What people ask us about trade promotions.
What happens if two promotions apply to the same product?
Between discounts, priority from 1 to 99 decides. Between free-goods offers, their behavior decides: always applies, adds to the others, or the best one wins. And for each bundle you decide whether it stacks with other discounts.
Can I create a promotion for just one sales channel?
Yes. Each promotion can be live only in the rep app, only in telesales, only in the B2B eCommerce store, or in all of them.
How do I avoid giving away margin?
With discount ranges per rep, minimum prices per product, budget caps per group and management approval before any promotion goes live.
Do promotions reach my ERP?
Yes. Each order line travels with the promotion applied, the discount, the free units and the promotion group, through our public API.
Do I have to enter promotions one by one?
No. Discounts are imported from Excel with a template file and free goods are created in bulk. And with dynamic groups, a new product or customer gets the promotion automatically.
How long does it take for a promotion to go live?
As long as the approval takes. Once approved, it applies from its start date on all the chosen channels.
Who it's for
Is it for you? Probably yes, if…
Samply is for you if…
- You're creative with promotions, discounts, bundles and free goods, and your ERP is rigid: it won't let you set them up quickly or track them.
- You want each customer, channel or region to have its own commercial policy.
- You need to measure what you invest in each campaign.
It's not for you if…
- You sell with a single price list and never run promotions.
- You only sell to end consumers.
Keep exploring
Every module runs on the same platform. Start with one and add the rest.
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