streamlined management of your trade promotion Expense

Automated Trade Promotion Management

Carixa streamlines trade promotion management, approvals, fund accrual accounting, matching of deductions, issuance of credits, chargebacks, with deduction workflow for an end-to-end solution.

A.  Enter, upload, or use custom deal templates, using system workflow for collaboration and approvals.

C. Track fund/deal accrual balances and have a detailed audit trail of all transactions.

D. Auto-Match deductions to deal funds.

E. Initiate credits, write-offs, and bill back excessive claims.

F. Use Deduction Management workflow to resolve disputes and recapture excessive deductions.

G. Have both detailed and top-level views of your programs, in-system messaging, and multi-level approvals.

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

TPMS Workflows

Trade Promotion with Deduction Management

Carixa-TPMS works with any system or data input and uses RPA  BOTs to get support data and documents.  Replace your offline spreadsheets, cumbersome systems, and emailing stuff back and forth with streamlined management of your trade promotions.

  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.
  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 workflow provides an end-to-end solution.
  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 !