Version 2018.1 Planning Features

  • Configurable Deal Types
    • Map your existing or new chart-of-accounts for financial tracking
    • Select how promotional liability is calculated
  • Deal workflow, including approvals
    • Control iTPM access by NetSuite role
    • Example iTPM roles & permissions included
  • Supports layering allowances by item
    • Enter as rate per UOM or as % of list
    • Quick view of all overlapping promotions & allowances
  • Simplified approach to fixed-fees
  • Hierarchical planning
    • Plan at the corporate parent or 'child' ship-tos level
    • Create allowances for items or item groups
  • Estimate volume by item, not each allowance.
    • Shows historical sales as reference point
    • Shows estimated deal event spending
    • Latest Estimate updated based on real-time shipments
  • Track retail conditions for deal compliance:
    • Everyday price, promoted price
    • Merchandising conditions
  • Attach notes and electronic documents and assign tasks
  • View KPIs by promotion event, item and customer
    • Estimated sales and trade spending
    • Latest Estimate, based on real-time shipments
    • Expected Liability, showing the trade spending you've incurred.
    • Actual Spending, including payments and deduction resolutions
    • Net Liability shows what you owe but haven't paid.
    • Quick view of all deductions and payments matched to the promotion
    • History of changes to the deal
    • And more...

iTPM Planning Benefits

  • Adapts to your business to better meet your unique TPM needs
  • Real-time visibility to all stakeholders reduces mistakes and provides a competitive advantage
  • Improved deal forecasting accuracy
  • Stop using Excel to manage your MCBs, scan downs and other trade promotions!
  • Hold sales, brokers, and retailers accountable for deal compliance.
  • Financial controls and GAAP for trade deals
  • Eliminate trade spending surprises
  • Easy access to all your trade spend data in one place!
  • Defend post-audits with less effort and time
  • Go-live in 4 weeks or less!¬† ¬†Installed, configured, tested and users trained.