TRADEADVANTAGE: THE TPM SOLUTION YOU CAN TRUST

A proven solution, TradeAdvantage® can be fine-tuned to your business. It is flexible and supports your growth while easily adapting to change. TradeAdvantage® helps you handle:

  • Trade budgeting, planning and execution
  • Deduction and settlement management
  • Reporting and post-promotion analysis

PLAN, MANAGE AND CONTROL PROMOTIONS

TradeAdvantage is configurable and easily integrates with all ERP systems. Unlike a series of spreadsheets, TradeAdvantage is web-based and lets you automatically synchronize data between systems, which streamlines work throughout the company.

Track and manage budgets and trade funds

  • Standard budget amounts and rate and revenue-driven accrual fund options
  • Trade budget tracking by customer, product and timeframe
  • Configurable timeframes for reporting and analyzing spending trends
  • Real-time adjustments to related funding during planning periods
  • Top-down or bottom-up planning with allocation functionality
  • Real-time budget monitoring with a configurable checkbook
  • Budget utilization reporting at all customer and product levels

Plan promotions, forecast volume and revenue

  • Plan promotions using eight selectable types
  • Create unique customer combinations for specific promotions through ad-hoc selection
  • Calculate online promotion profitability
  • Rules-based promotion entry and processing
  • Flexible security manages who can view/edit/approve events
  • Integrate every day/overlay deal management with base and promoted volume
  • Manage multiple iterations of field and corporate volume and revenue plans

Follow event execution and track liability

  • Online deal activity: Compares sales volume with spending to convey success and predict future promotion outcomes
  • Deal-related product pricing and off-invoice promotional rates are exportable to independent order management systems
  • Liabilities accrued from invoice volume to project spending
  • Volume controls that enable tiered promotion planning
  • Edit and configure controls on promotions to allow easy extension/discontinuation of events
  • Track activity at all event life cycle stages to support sound decision making
  • Month-end accrual booking and trade spending forecast reports

SIMPLIFY DEDUCTIONS AND SETTLEMENT

TradeAdvantage simplifies deduction management with easy-to-configure workflows and approval settings. Control all accounts receivable short-payments including trade and non-trade amounts, authorized or unauthorized. Manage data by splitting, transferring and/or reopening existing amounts. Settling can be performed toward a deal, a logged credit memo or to a general ledger account. All transactions are logged and time-stamped for full compliance with internal and external auditing procedures. You can easily:

  • Audit all actions performed by transaction
  • Securely control steps to resolve balances and assign parties involved
  • Identify potential duplication of settlement requests
  • Capture and report settlement details
  • Create and email letters with deduction details
  • Adjust overspend and spoilage tolerances thresholds, with approval routing
  • Allow secure document attachment and retrieval options
  • Pull robust aging, resolution and activity by responsible party reports

TradeAdvantage Webpay, our collaborative online solution, provides a clear view of your trade promotion settlement cycle. This online check writing solution can help you:

  • Improve field sales and customer relationships with better service
  • Enhance visibility into payment cycle status
  • Complete the alignment of brand spending
  • Securely automate procedures while reducing errors and manual labor

Webpay easily manages secure online payments for samples, promotions, unsalable products, incentive programs, security deposits, trade and non-trade items and other sales and logistics-related expenses.

Define workflows and business rules so you can make payments with confidence, accuracy and control. Webpay gives you full visibility as each transaction is logged and time-stamped to ensure compliance with internal and external auditing procedures. Webpay also gives you:

  • Configurable security settings to manage, by role, who can create/edit/approve payment requests
  • Real-time visibility to payments with improved spending and cash flow forecasting details
  • Flexible controls for centralized or decentralized check printing
  • Easy integration of payment data with all ERP systems
  • Validation services for processing and auditing controls
  • Full-view of payments process from request through bank clearing
  • Secure check image storage and supporting backup online
  • Convenient upload process for bulk payments processing

BETTER DECISION-MAKING AND PLANNING

TradeAdvantage includes a variety of detailed reporting, alerts and post-promotion analysis tools, giving you the visibility you need to review and refine programs in process or streamline future promotions.
Choose:

  • Operational reports to support daily business and workflow processes
  • Management reports with additional operational and security visibility for strategic decision-making

TradeAdvantage report builder lets you create, modify and deploy custom or ad-hoc report formats. Our full data warehouse architecture with built-in business intelligence tools provides robust integration, performance and extraction capabilities.

Built on the proven Microsoft® SQL Server platform, TradeAdvantage reporting provides agile, scalable technology that allow external data source imports, including syndicated point of sale data, for comprehensive scorecard and analysis reporting. A variety of metrics can be tracked through:

  • Daily transactional reports supporting promotion planning, forecasting, check and deductions business processes
  • Complex spending reports and scorecards compile different data for meaningful, relevant analysis
  • Root cause analysis of data and predictive modeling through full data warehouse capabilities

TradeAdvantage gives you the flexibility to map and import data from a variety of external sources. You can also export data to PDF files, Microsoft Excel worksheets and other formats. Be confident your data is secure because you can control online access with report visibility by role.