Version 24.2 Planning Features

  • Configurable Deal Types
    • Map your existing or new G/L-accounts for financial tracking
    • Select how promotional liability is calculated
    • Specific discount item to apply off-invoice to sales orders
    • Auto-approve option
  • Deal workflow, including approvals
    • Control iTPM access by NetSuite role
    • Example iTPM roles & permissions included
    • Up to 5 approval threshold levels available
    • Control who can approve back-dated promotions
  • Option to start in Excel
    • Use the Excel planning template for your annual planning
    • Includes monthly base and event planning
    • Leverage NetSuite CSV imports to load your plans into NetSuite
    • Automated script validates and corrects your spreadsheet upload
  • Supports layering allowances by item
    • Enter as rate per UOM or as % of list
    • Quick view of all overlapping promotions & allowances
  • Supports multiple method of payments
    • Fixed fees entered as lump-sums
    • Bill-back, Off-invoice, Net-Bill and Fixed-price
    • Option to apply Off-Invoice directly to sales orders
  • Hierarchical planning
    • Plan at the corporate parent or 'child' ship-tos level
    • Create and manage allowances for items or item groups
    • Supports planning for indirect customers
  • 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
  • True up /True down as needed 
    • True up or down your estimated volume as needed
    • Option to approve all changes, or allow without approval
    • KPIs and accruals are automatically updated
  • Track retail conditions for deal compliance:
    • Everyday price, promoted price
    • Merchandising conditions
  • Leverage NetSuite native features
    • Attach notes and electronic documents and assign tasks
    • Option to create promotions in Excel and CSV import
    • Dashboard reminders, alerts, and real-time NetSuite Analysis Workbooks
  • 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
  • Event-based accrual log
    • Keeps track daily of all changes by customer, event, allowance and item.
    • True-up your live accruals with iTPM event-based accruals.
    • Visibility by event and across all customers, items and events.

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

 

  • Option to plan in Excel, import to NetSuite

 

  • Manage trade spend inside NetSuite, including MCBs, scan downs and other trade promotions!

 

  • Hold sales, brokers, and retailers accountable for deal compliance.

 

  • Financial controls and GAAP for trade deals

 

  • 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.