Forecast & track slotting, EDLPs, and non-trade cost-to-serve expense to create a picture of total customer investments.
BluePlanner uses a number of methods to make sure pricing is accurately reflected in your account plans. This ranges from importing pricing through an upload tool, using flat files to send pricing to BluePlanner, and APIs. Then, BluePlanner supports multiple ways to present price: customer-specific, single list price, bracket prices, and price with an imported discount.
Next, is the ability to plan/forecast spending for non-promotion contractual agreements, typically with long-term durations. This is done using the BluePlanner Terms module. This is most frequently used to account for EDLP/EDLC allowances, but the concept can be expanded to other expenses incurred that you may not currently forecast. This includes damages, returns, and other non-trade allowances. You configure the GL account to which the spending belongs and where it sits on your P&L. This enables you to 1) have a forecast of all expenses in your forecast, and 2) reconcile actual spending (deductions) to track actual spend versus the forecast.
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