Starting a promotion
From the planner, choose + New promotion. The builder is one page: the header (who, when, what kind), then the products and pricing table.
The header
Promotion name: a friendly name like "Winter Deals 2026". It shows on the planner, the calendar and the detail page, so future you knows what this was without decoding the reference id.
Customer: picking a store fills its retailer and suggests the matching price tier automatically.
Promotion type and status: these lists are yours to manage under Settings.
Budget and promo spend: link the promotion to a budget and record the planned spend, so the Budgets page can track committed against actual.
Expected units and sales value: the plan targets that the Sales results card on the detail page compares actuals against.
Dates that fill themselves
Type a trade week number and the sell start jumps to that week, snapped onto the retailer's start day (a retailer that starts promotions on Wednesday gets a Wednesday). Pick a duration (week, fortnight, month, EDLP, or custom) and the sell end follows. The cost window opens and closes around the sell window using the retailer's lead-in and lead-out days. A note explains what was applied, and every date stays editable.
Products and pricing
Choose Add products. The picker has categories on the left and products on the right: tick one or more categories, search, and use Add all shown to pull in every match at once.
Each line gets a price: a Fixed price or a Discount % off the base.
The Base price column shows the selected tier's price. Type over it to override the base for one line; it shows amber when the tier has no price for that product.
The GP column works out gross profit per line from the product's unit cost, green when healthy and red when negative, with a "No cost" flag when the unit cost is missing.
Missing a tier price or a unit cost? Click the $ button on the line to set them right there. The price saves to the product master, so the price list and every future promotion get it too.
A summary banner above the table counts any lines without a tier price or unit cost so nothing slips through to the retailer's form unpriced.
Saving and what happens next
Save and you land on the promotion's detail page: generate its ranging form, email the paperwork, walk the status through the pipeline (sent, awaiting the retailer, confirmed), and record sales results as they come in. To make a repeating promotion, use the Repeat card when creating; see "Recurring Promotions and Bulk Updates".