SOVELUS TPM - TRADE PROMO INVESTMENT MANAGEMENT

The Budget Planning Module enables FMCG organizations to plan, allocate, and control trade promotion budgets across brands, SKUs, channels, regions, and promotion periods. It supports multi-tier budgeting—from master trade budgets down to detailed brand, channel, and activity-level—allowing annual and periodic allocations to be set based on commercial strategy, sales targets, and historical promotion performance.

The module provides real-time visibility into budget utilization, committed versus actual spend, and remaining balances, ensuring strong financial control and governance. Integrated forecasting and approval workflows help prevent budget overruns, align trade investments with volume and value targets, and improve overall return on trade promotion investment (ROTP).

Budget allocations are dynamically adjusted based on measured promotion effectiveness and financial performance, enabling continuous optimization of trade spend, margin protection, and more disciplined capital deployment.

The Promo Creation and Investment Module enables FMCG companies to design, evaluate, and execute trade promotions with full financial and commercial visibility. It allows users to create promotion plans at brand, SKU, channel, and customer levels, defining promotion mechanics such as discounts, rebates, bundling, displays, and visibility programs aligned with sales and distribution strategies.

The module includes an integrated promotion investment calculator that simulates volume uplift, incremental revenue, and margin impact before approval.

In addition, a built-in promotion reconciliation feature allows promotion mechanics and investment levels to be dynamically adjusted in response to business requirements, while automatically reconciling any changes against the available budget prior to deployment.

This ensures full budget compliance, prevents over-investment, and maintains strong financial governance without limiting commercial flexibility.

The Promo Claim Management Module enables distributors and trade partner to directly submit promotion claim through a single, unified system, while brand principal allow to manage, validate, and settle trade promotion claims with accuracy, transparency, and strong financial control.

It supports end-to-end claim processing, allowing claims to be submitted, tracked, and verified against approved promotion agreements, mechanics, and terms at brand, SKU, channel, and customer levels.

A built-in promo–claim reconciliation feature automatically matches submitted claims against approved promotion plans, committed budgets, and actual sales performance, supported by integrated approval workflows and audit trail capabilities.

This ensures that only eligible and compliant claims are approved, prevents over-claiming, fraud, and budget leakage, and provides real-time visibility into claim status, variances, and remaining promotion balances.