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Features (Full Detail) — Trade Promotion Management
Current version: v1.0.0
Trade promotion planning, execution and tracking for Perfex CRM
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Feature catalog (explained)
Every major capability below is explained in plain language — what it is, why it helps, and how to use it.
1. Promotion planning with types, product lines, client targeting, and approval workflow
In plain words: Promotion planning with types, product lines, client targeting, and approval workflow
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.
2. Accruals, claims, deduction codes, and invoice / credit-note matching
In plain words: Accruals, claims, deduction codes, and invoice / credit-note matching
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open Trade Promotion Management in the admin sidebar, then use the related menu screen for this capability.
3. Sell-out data, CSV import, uplift analysis, and execution checklists
In plain words: Sell-out data, CSV import, uplift analysis, and execution checklists
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
4. ROI dashboard, budget vs actual, scorecard, deduction aging, and PDF export
In plain words: ROI dashboard, budget vs actual, scorecard, deduction aging, and PDF export
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Trade Promotion Management → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
5. REST API with scoped API keys and rate limiting
In plain words: REST API with scoped API keys and rate limiting
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Trade Promotion Management → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
6. Webhooks (promotion.approved, claim.settled)
In plain words: Webhooks (promotion.approved, claim.settled)
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Enable credentials in Trade Promotion Management → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
7. Optional Distributors sync and Accounting Pro GL posting
In plain words: Optional Distributors sync and Accounting Pro GL posting
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Trade Promotion Management → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
8. Role-based permissions and dashboard widget
In plain words: Role-based permissions and dashboard widget
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Trade Promotion Management → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
Screens map — what each menu is for
These are the admin screens registered by Trade Promotion Management. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | TPM Dashboard | admin/trade_promotion_management | How to use |
| 2 | Promotions | admin/trade_promotion_management/trade_promotion_management_promotions | How to use |
| 3 | Promotion Types | admin/trade_promotion_management/trade_promotion_management_types | How to use |
| 4 | Accruals | admin/trade_promotion_management/trade_promotion_management_accruals | How to use |
| 5 | Claims | admin/trade_promotion_management/trade_promotion_management_claims | How to use |
| 6 | Deduction Codes | admin/trade_promotion_management/trade_promotion_management_deduction_codes | How to use |
| 7 | Sell-Out Data | admin/trade_promotion_management/trade_promotion_management_sell_out | How to use |
| 8 | Execution Checklists | admin/trade_promotion_management/trade_promotion_management_execution | How to use |
| 9 | Uplift Analysis | admin/trade_promotion_management/trade_promotion_management_uplift | How to use |
| 10 | Reports | admin/trade_promotion_management/trade_promotion_management_reports | How to use |
| 11 | Integrations | admin/trade_promotion_management/trade_promotion_management_integrations | How to use |
| 12 | Settings | admin/trade_promotion_management/trade_promotion_management_settings | How to use |
Features & workflows from documentation
Features
- Promotion planning with types, product lines, client targeting, and approval workflow
- Accruals, claims, deduction codes, and invoice / credit-note matching
- Sell-out data, CSV import, uplift analysis, and execution checklists
- ROI dashboard, budget vs actual, scorecard, deduction aging, and PDF export
- REST API with scoped API keys and rate limiting
- Webhooks (promotion.approved, claim.settled)
- Optional Distributors sync and Accounting Pro GL posting
- Role-based permissions and dashboard widget
Permissions
Assign capabilities under Setup → Staff → Roles for dashboard, promotions, types, accruals, claims, deduction codes, sell-out, execution, reports, integrations, API keys, webhooks, and settings.
REST API Quick Start
- Integrations → API Keys — create a scoped API key (save token immediately)
- Settings — enable REST API / webhooks as needed
- Authenticate with:
Authorization: Bearer tpm_xxxxxxxx
Listing highlights
Item Title
Trade Promotion Management — Module for Perfex CRM
Short Description (max ~160 chars)
Trade promotion planning, accruals, claims, sell-out & ROI tracking for Perfex CRM by Nasbix Technologies
Full Description
Paste HTML from: codecanyon/copy/03_html_description.html (Source mode).
Tags
See codecanyon/copy/05_tags.txt (max 15).
Category
PHP Scripts > Add-ons > Perfex CRM
Images
| Field | File | Size |
|---|---|---|
| ------- | ------ | ------ |
| Thumbnail | codecanyon/assets/thumbnail_80x80.jpg | 80×80 |
| Inline Preview | codecanyon/assets/inline_preview_590x300.jpg | 590×300 |
Main File
releases/codecanyon/trade_promotion_management-v1.0.0-codecanyon.zip
Contains:
trade_promotion_management/(module)documentation/(index.html)HOW_TO_USE.txt, README, CHANGELOG, LICENSE
Screenshots
Add real UI captures to codecanyon/screenshots/ then rebuild.
ZIP: releases/codecanyon/trade_promotion_management-v1.0.0-screenshots.zip
Build
bash modules/trade_promotion_management/build_release.sh
bash modules/trade_promotion_management/codecanyon/build_submission_assets.sh
Official HTML documentation (feature sections)
Features
Enterprise trade promotion management for Perfex CRM by Nasbix Technologies.
- Promotion planning with types, product lines, client targeting, and approval workflow
- Accruals, claims, deduction codes, and invoice / credit-note matching
- Sell-out data, CSV import, uplift analysis, and execution checklists
- ROI dashboard, budget vs actual, scorecard, deduction aging, and PDF export
- REST API, webhooks, Distributors sync, and Accounting Pro GL posting
- Granular staff permissions and dashboard widget
See README.md and HOW_TO_USE.txt in the module folder for the complete feature list and step-by-step guide.
Permissions
Granular staff capabilities are registered on activation. Assign them under Setup → Staff → Roles for the Trade Promotion Management capability group.
Typical capabilities include view, create, edit, delete, plus module-specific actions (approve, export, settings, API access).
Uninstall
- Deactivate Trade Promotion Management in Setup → Modules.
- Click Uninstall.
This removes all TPM database tables (tpm_*), module settings, and files under uploads/trade_promotion_management/. Core Perfex CRM files are not modified.
Cron Jobs
Background tasks (if enabled) run through Perfex CRM's main cron. Example crontab (every 5 minutes):
* * * * * php /path/to/perfex/index.php cron/index > /dev/null 2>&1
Check module settings for scheduled jobs and integration toggles.
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog