From promotion budget to verified retailer deductions
Run trade promotions, manage per-retailer trading agreements, and verify every deduction against the signed terms — one connected workflow from budget to ROI to dispute.
The problem
Trade teams juggle promotion budgets, retailer trading agreements, and post-invoice deductions across spreadsheets and email threads. Retailers deduct listing fees, rebates, and damaged-goods allowances after invoicing, and most distributors have no systematic way to check those deductions against what was actually agreed — so illegitimate or duplicated charges get paid by default, and nobody can prove which targeted shops a promotion really reached.
The solution
This app connects the full loop in one place: stage and budget each promotion, scope it by territory and shop class, track shops reached versus targeted, manage each retailer's annual trading agreement, and automatically verify every deduction against its terms — flagging variances and turning them into a one-click, pre-filled dispute claim.
Everything a trade team needs
Every capability below is implemented in the module.
Staged Promotion Workflow
Move promotions through Draft, Submitted, Approved, Rejected, Paid, and Cancelled stages on a drag-and-drop kanban, with smart filters and automatic overdue highlighting.
Budget & ROI Tracking
Allocate a budget to every promotion and watch actual spend, budget utilization, and return on investment update as the program runs.
Territory & Shop-Class Scoping
Target promotions by territory and by shop classification (for example A-class shops in a district), so campaigns reach the right outlets, not just the right customer group.
Shops Targeted vs. Reached
Record which shops were targeted and which were actually reached, with a reach rate and sales-at-shop figure tracked per promotion.
Loyalty & POS Link
Connect a promotion to an existing Odoo loyalty program, extending your native loyalty and point-of-sale setup instead of duplicating it.
Per-Retailer Trading Agreements
Set up each retailer's annual trading agreement covering rebate rates, listing and display fees, marketing contributions, and damaged or expired-goods allowances, with one-click renewal from last year's terms.
Deduction Verification
Every retailer deduction is matched to its trading agreement term and checked against the expected amount, with an automatic variance alert the moment it exceeds the agreed tolerance.
One-Click Dispute Claims
Turn a flagged variance into a pre-filled dispute claim, move it through its own Submitted to Paid workflow, and print it as a PDF to send to the retailer.
Audit Trail & Collaboration
Every promotion, agreement, and claim keeps a full chatter audit trail, assigns a responsible owner, and notifies stakeholders as records change.
How it works
Plan & Launch
Create a promotion, set its budget, and scope it by territory, shop class, and channel.
Track Reach & Spend
Record which targeted shops were reached and watch budget utilization and ROI update as the promotion runs.
Reconcile Deductions
Match each retailer deduction to the trading agreement and let the app flag anything outside the agreed terms.
Dispute & Resolve
Turn a flagged variance into a pre-filled claim and track it through to payment.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It links to an existing loyalty program record so a promotion can synchronize with your current loyalty and point-of-sale setup rather than duplicating it.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Trade Promotion & Retailer Trading Terms
Staged promotions with budget and ROI tracking, shops targeted vs. reached and per-retailer trading agreements — plus deduction verification and one-click dispute claims.
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