Create a Direct Promotion

Create a Direct Promotion

Business Process Overview Create Promotion: Define the promotion details and objectives. Analyse Previous Performance: Review past promotion results and performance metrics. Compare Scenarios: Assess different promotional scenarios and their potential outcomes....
Manage & Allocate a Trade Fund

Manage & Allocate a Trade Fund

Business Process Overview Review Budget: Assess budget for the current period. Review Funds: Examine existing funds available for allocation. Create New Fund: Allocate amount, type, name, and description. Submit for Approval: Send the new fund for managerial approval....
Review Post-Event Analysis

Review Post-Event Analysis

Business Process Overview Key Account Performance: Evaluate the performance of key accounts during the event. Brand/Category Performance: Analyze the performance of specific brands or categories. Promotion Effectiveness: Assess the effectiveness of the promotional...
Collect a Customer Payment

Collect a Customer Payment

Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location. Review Outstanding Balances: Check previous Orders and any outstanding invoices. Initiate payment capture: Select invoice(s) that the...
Capture a Field Order

Capture a Field Order

Business Process Overview Check Into Visit and Confirm Location: Verify the field user’s presence at the correct location. Review Outstanding Balances: Check previous orders and settle any unpaid balances by taking a payment. Start New Order: Select products...