Trade Promotions

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.

Replace your cumbersome, manual processes

When you integrate Carixa trade promotion management and deduction software into your operations, you enjoy a seamless experience from start to finish.

Carixa works with any system or data input source and uses RPA bots to acquire the support data and documents you need to streamline management of your trade promotions. So you can ditch the offline spreadsheets, cumbersome systems, and endless emails.

Trade Promotion Benefits

  • Customized Trade Promotion Templates, append any documents
  • Workflow approvals process with financial and policy controls
  • Real-time updates and tracking of TP plans and accrual balances
  • Visibility into year-to-date and year-to-go plan forecasts
  • Know the estimated vs. the actual spending per plan, with alerts and flashes
  • Deduction validation/ matching/reconciliation vs. deals is automatic
  • One-click to escalate problems to management, brokers, and sales
  • Automatic billing-back of unapproved or excessive deductions, based on your rules
  • Reporting, KPIs, and detailed audit trails of approvals and all actions
  • Deduction resolution/collection workflow provides an end-to-end solution
  • Optional Customer Portal for collaboration, reconciliation, and problem-solving

Product Details

Carixa’s trade promotion/deduction management solution is an end-to-end streamlined SaaS system.

This 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 management 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 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 Accounts Receivable software system.

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Smyyth Carixa