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Reviewing IBC Promotions

Updated over a week ago

Before you start

  • Prerequisite: Connect the IBC Integration in Essentials Marketplace: Connecting to the IBC Integration | CSE Help Center

  • When new promos arrive: You’ll get a Notification Center alert.

    Note: Promotions are fetched once each morning; you may not see new promos immediately.

1) Open your IBC promotions

  1. From the notification, click to open the promos , or go to:

    • Pricebook → Promotions → IBC Promotions tab.

    1. If you land on the legacy page, toggle “Try out the new experience.”
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You should now see:

  • Ready for Review promotions and Approved promotions.

  • Basic details for each (promotion name, dates, items, etc.).

2) Review a promotion

  1. Click Review on a promotion.

  2. On the details page, check the Item list:

    • Each item shows whether it exists in your Pricebook.

    • A message below the table summarizes how many items you already have.

  3. (Optional) Add missing items to your pricebook before approving for a smoother rollout.

    Tip: You can also add items after approval if needed. Heads-up: We’re planning to support adding items directly from the promotion in a future update.

3) Approve the promotion

  1. Check Confirm Promotion Details.

  2. Click Approve.

What happens:

  • The promotion is created in your Pricebook.

  • It appears in the main Promotions table (first Promotions tab).

  • You can still add any missing items from there.

4) Send to POS (don’t forget!)

  1. Go to Pricebook → Send to POS.

  2. Send your approved promotion to your POS to activate it in-store.

Troubleshooting & tips

  • No promotions showing?

    • Confirm the IBC Integration is connected in Essentials Marketplace.

    • Remember: new promos are checked once daily in the morning. They may not show until the next day when you set up your integration!

    • Try toggling “Try out the new experience.” in Promotions.

  • Approved but not live at the register? Make sure you Send to POS.

  • Missing items? You can approve first, then add items in the main Promotions table, or add the items and then go back and approve promotions.

Quick reference

  • Path to IBC promotions: Pricebook → Promotions → IBC Promotions

  • Send to store: Pricebook → Send to POS

  • Daily check time: Morning (once per day)

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