B2BSX operates the first customer-to-customer custom business application exchange (patent pending) where companies can sell and buy platform-dependent custom applications. These Trade and Consumer Product solutions deliver exceptional value.

Name: Trade Spend Management System
Target Market: CPG Companies
Functional Area: Trade Promotion Managemen
Short Description: Robust application to manage the creation, execution, and reporting for trade spend programs from consumer products companies to trading partners (wholesalers, retailers...).
Application Description: Managing trade spend and customer rebates is an inefficient process that often leads to overpayment or missed opportunities. Frequently, consumer products companies purchase packages that bolt-on to SAP in order to better manage this mission critical business process. This application, which resides directly in the core ECC instance, was developed by a consumer products company with one of the most recognized brands in the world. They infused the features of their homegrown legacy system and their considerable knowledge of trade spend into this tightly integrated solution. This application has been used successfully for several years to manage trade promotions with major US retailers, like Wal-Mart, K-Mart, and staples. It is a complete solution within SAP to create, revise and manage trade spending programs, as well as customer rebates. The application covers the trade spending processes from forecasting and budgeting through payment and profitability analysis. It recalculates open programs to automatically adjust the forecasted program. New programs can be created from existing programs to simplify maintenance. The asset includes 22 programs and 14 reports. It does not rely on standard rebate agreements in SAP because of the lack of functionality and poor downstream visibility of the rebate. As designed currently, it is not a suitable solution for companies that do direct store delivery (DSD), although we are willing to partner with a customer to enhance the product to satisfy their DSD requirements.
Price: Available upon request
Evaluation Period: 30 day free trial
Yearly Maintenance: None
Support: Standard support included in the price

• Create, change, display, and copy trade programs.
• Trade Spend Master Record – Includes 9 tabs to effectively manage trade promotions. Tabs included are:
• Program Header – Basic program information
• Program Overview – Parameter definitions
• Customer Hierarchy Parameters - lists the customer(s) to whom the program applies.
• Buyer Group Parameters - lists the buyer group to whom the program applies.
• Product Hierarchy Parameters - lists the product hierarchies to which the program applies.
• Product Number Parameters - lists the products to which the program applies.
• Profit Center Parameters - lists the profit center(s) to which the program applies.
• Program Notes - text area allowing for notes to document changes and dates, informational items, etc.
• Program Update Log - keeps a running audit trail of all changes made to the program – date/time, user, changed field, original value and new value.
• Recalculation of open programs to provide up-to-date comparison of budget, forecast, and actual quantities.
• Mass creation of new programs based on current or previous year’s programs.
• Budgeted program volumes based upon standard SAP planning info structures.
• Profitability analysis performed in BW or similar data mart.
• Fourteen tactical reports, which are executed in ECC, including: Program List, Summary by Customer, Program Summary, Program Spending, GL Accrual Postings, Product Trade Program Spending, Customer Product Trade Spending, Customer Year-to-Year Spending, Payment Recap, Program Spending by Period, Customer Year-to-Year Spending Summary, Customer Accruals and Payments, payment Queue, and Security Profile List.

• Superior Value – This application is a complete solution for managing trade promotion at a significantly lower price than competing products.
• Improved Visibility – The reporting capabilities provide substantially better visibility to trade promotions than standard SAP functionality.
• Systematizes Business Critical Process – Managing trade promotions and rebates using a Trade Spend Record provides a central object around which to formalize your processes.
• Fewer Disputes – Fewer incorrect payments and quick customer dispute resolution
• Improved Customer Satisfaction – Rebates and trade promotion fees are a significant revenue source for retailers and this application helps to improve the overall process.
• Increase Effectiveness of Trade Promotions – The profitability analysis, which can be done in any data warehouse, is useful in evaluating the success of trade promotions and identify ways to improve the promotions effectiveness.
• Configurability – Configuration options enable the solution to be customized to meet your specific needs.
• Rich Feature Set – An abundance of features and stable functionality.
• Rapid Deployment – With our support, the application can be configured and ready for initial testing in less than a week.
• No Yearly Maintenance Fees – There is no yearly maintenance fee for the product.
• Product Improvement Requests (PIR) – Customers may request product improves, and if those are deemed to increase the value of the product, they are delivered free-of-charge. Customer-specific enhancements can be provided on a time and materials basis.

Documentation for this application will be uploaded soon. Please check back later, or contact B2BSX at info@B2BSX.com for more details about this solution.

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