streamlined management of your trade promotion agreements

Automated Trade Promotion Management

Carixa TPMS streamlines trade promotion management, approvals, accrual accounting, e-communications, matching of deductions to deals, plus the issuance and collection of chargebacks for excessive deductions. Because it is integrated with Carixa DMS (Deduction Management) it provides an end-to-end solution.

Carixa TPMS works with any system or data input, plus web-facing systems to fetch support data and documents autonomously.  Replace your offline projects, spreadsheets, archaic systems, and emailing stuff back and forth with streamlined management of your trade promotions.

A.  Plan your promotions.

B. Templates and workflow for collaboration and approvals.

C. Track accrual balances, know net liabilities, gain visibility. Full audit trail.

D. Manage complex deductions, and bill back excessive claims.

E. Deduction Management workflow to resolve disputes and recapture excessive deductions.

F. Have both detailed and top-level views of your programs.

For a lightning-quick start, we handle the configuration of Carixa TPMS and Deduction Modules.

Trade_Promotion_Cycle

Trade Promotion with Deduction Management

  1. Customized Trade Promotion Templates, append any documents.
  2. Workflow approvals process with financial and policy controls.
  3. Real-time updates and tracking of TP plans and accrual balances.
  4. Visibility into year-to-date and year-to-go plan forecasts.
  5. Know the estimated vs. the actual spending per plan, with alerts and flashes.
  6. Deduction matching/reconciliation vs. deals is automatic.
  7. Click to escalate problems to management, brokers, reps, etc.
  8. Automatic billing-back of unapproved deductions, based on your rules.
  9. Reporting, KPIs, and detailed audit trails of approvals and all actions.
  10. Deduction resolution/collection system provides end-to-end workflow.
  11. Optional Customer Portal for collaboration, reconciliation, and problem-solving.

Ready to find out more?

Drop us a line for a zero-sales-pitch feasibility review with our operations team !