TRADE ACTIVITY MANAGEMENT Consumer-oriented manufacturers constantly try includes a variety of complicating factors such as claim to improve their return on trade spend. Failing to handling, rebates and deductions. effectively plan, manage and track trade promotions results in inconsistent pricing and hurts margins. Despite the challenges, manufacturers need to excel Buying group memberships are often unpredictable at promotional visibility or face the consequences with complex contracts and price lists making it of a decrease in DIFOT, increases in stock-outs and difficult to manage promotional pricing. higher customer service handling costs. Inefficient claim handling leads to an increase in invoice Monitoring and analyzing promotional programs also days outstanding and fraudulent claims. A lack of presents a challenge, not just in terms of promotional integrated tax tracking and reporting associated ROI, but also in terms of setting promotional budgets with promotions interferes with meeting financial and tracking revenue and costs. Promotional analysis regulatory requirements. BENEFITS QAD Trade Activity Management (QAD TAM) helps manufacturers and distributors effectively plan, manage and track trade promotion activities, providing full visibility into promotional spending. It improves manufacturer’s promotions, customer service and fulfillment performance metrics. • Improves pricing accuracy despite complex contract • Improves Delivery In Full On Time (DIFOT). and price list hierarchies. Efficient order handling improves customer service • Enhances rebate and chargeback management and reduces order to delivery lead time. Better while also eliminating fraudulent charges. Managing communication of promotional programs helps avoid and validating pricing, rebates and claims reduces the stock outs by balancing demand and supply to ensure number of invalid claims and repayments on unearned inventory availability. cash discounts. • Increases promotion ROI. Maintains and monitors • Decreases exposure to outstanding claims. Records promotional budgets proving management the the true exposure to outstanding claims through visibility needed to develop and duplicate the most correct accounting and optional accruals and reduces successful and profitable programs to drive revenue invalid claims. and margin. • Decreases invoice days outstanding. Automated • Decreases risk by reducing fraudulent charges, trade settlement and careful claim validation cuts trade meeting financial regulatory requirements and settlement lead-time, improves efficiency and reduces automatically handling tax management. disputes that can hold up payment. 1 of 2 TRADE ACTIVITY MANAGEMENT SOLUTION OVERVIEW Part of the QAD Customer Management solution set, QAD TAM helps increase revenue and margins by ensuring accurate pricing regardless of complexity, establishing effective trade spend management processes and eliminating fraudulent charges. • Manages deals and promotions • Automatically verifies customer • Tracks and monitors promotional by customer and product eligibility for a promotion, spend separately from operating groupings (buying groups, promotion effective dates, matches expenses and helps comply with channels), speeding up contract- claims and verifies budget separation of duties by managing based ordering availability write-offs or invoice discrepancies • Tracks individual promotion • Generates workflow emails in a two-step process costs effectively by automating and posts disputed amount to • Manages scan-back promotions accounting for all trade-related a holding account for efficient for situations where rebates claims and deductions disposition; maintains a relevant or discounts are applied after • Compares planned and actual audit trail scanned sales are sent to the trade spending against a preset • Pays rebates/retrospective manufacturer budget to increase management discounts, commissions, royalties control and bonuses on a user-defined QAD TAM HELPS INCREASE REVENUE AND • Validates claims, deductions and periodic basis, even at the item invoices against planned amounts level MARGINS BY ENSURING ACCURATE PRICING • Documents deal activity including • Automates the trade settlement retrospective deals such as process eliminating wasteful For more information on how lump sums, bill-backs, food and error prone paper forms and QAD Trade Activity Management shows, scan-based claims and/or documents can help your company, please merchandising contact QAD at +1-805-566-6100 or email [email protected]. Customer Relationship Management QAD Sales Analysis Sales Orders Customer Sales Quotations Pricing Management QAD Configurator* QAD Customer Self Service* QAD Trade Activity Management* *Related Solutions Copyright © 2018 QAD. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of QAD and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. www.qad.com. 100 Innovation Place, Santa Barbara, CA 93108 2 of 2.