Trade Promotion Settlement Software

Automate Trade Promotion Validation and Accruals

Whether you call it Trade Promotion Management (TPM), Trade Promotion Optimization (TPO), or the combined TPx, this function is an integral part of most Revenue Growth Management (RGM) strategies.

Trade Promotion Management Software
Trade Promotion Settlement Optimization

Replace your cumbersome, manual processes

When you integrate Carixa trade promotion settlement and deduction software into your operations, you enjoy a seamless process workflow from start to finish, with goal-oriented execution of your trade promotion optimization plan.

Carixa can work with any system or data source and uses robotic process automation (RPA) bots to acquire the support data and documents to streamline trade promotion settlement. You can ditch offline spreadsheets, multiple systems, and endless emails.

Trade Promotion Deductions Benefits

  • Custom Trade Deal Templates, append any documents
  • Approvals workflow with financial and policy controls
  • Real-time tracking of deals and accrual balances
  • Visibility into year-to-date and year-to-go forecasts
  • Estimated vs. actual spending per plan, with alerts and flashes
  • Automated deduction validation/reconciliation vs. deals
  • One-click escalation to management, brokers, and sales
  • Automatic billing-back of unapproved or excessive deductions, based on your rules
  • Reporting, KPIs, and fully detailed audit trails of all actions
  • The deduction resolution workflow provides an end-to-end solution
  • Optional Customer Portal for collaboration, reconciliation, and problem-solving

Product Details

Carixa’s integrated trade promotion settlement solution is an end-to-end streamlined SaaS system.

Carixa includes deal templates, approvals, fund accrual accounting, automated settlement, claim validation, deduction matching, and the workflow for a complete solution.

  • Use customizable deal templates with workflow for collaboration and role-based approvals with our trade promotion settlement software
  • Track fund/deal accrual balances and have a detailed audit trail of all transactions
  • Validate deductions automatically against deals and sales invoices
  • Initiate credits, expense entries, and bill back excessive claims
  • Use integrated Deduction Management workflow to resolve disputes and recapture excessive deductions
  • Have both detailed and top-level views of your programs, in-system messaging, and multi-level approvals.

Related Content: Carixa Automated Cash Application Video

Contact us to learn more about how this Carixa module can function independently or as part of a total Carixa Accounts Receivable software solution.

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