Function

Accounting

Consumer Goods Accounting teams use BluePlanner to validate, categorize, and analyze deductions and payments by reconciling them to promotional offers made to customers or non-planned expense categories.

Overview

BluePlanner is designed to help companies manage their trade promotion processes from creating and managing promotions to tracking and verifying deductions claimed by retailers. In a consumer goods company, an accounting department will use BluePlanner to validate deductions or payments by reconciling them to promotional offers made to retailers or non-planned expense categories.

BluePlanner streamlines the deduction management process by automating data integration and adding structure and workflow to the process.  This increases speed, reduces manual errors and provides data analytics to assist in decision-making.

BluePlanner supports collaboration across departments like sales and accounting, finance, and demand planning, enabling better alignment on customer business activities and improving overall cross-functional communication.

“We used to just try to categorize deductions correctly.  BluePlanner helps me catch the ones that are wrong, and it keeps all of the information organized.”

Use Cases for Accounting

Settlement

Acquire Deduction Backup

Research & Validate Deductions

Categorize Deductions

Actualize Promotions & Terms

Analyze Deduction Trends

Month-End Close

Forecast & Reverse Accruals

Related Capabilities

DM

Deduction Management

Validate, categorize, & reconcile deductions.
Learn About DM
TPM

Trade Promotion Managment

Supports annual planning, execution, and analysis of accounts.
Learn About TPM

Related Resources

How TPM Aids Deduction Management for CPG Brands

Deduction Management: Processes, Resources, and Tools Used as CPG/FMCG Brands Grow

CPG Data Summit ’26

  • May. 14, 2026
  • New York, NY

Streamlining Deduction Management at Tony Chachere’s with BluePlanner 

Unique CPG Deduction Forum Connects Brands, Service & Software Companies 

CPG Deduction Summit Austin- Feb 2025

How Twinings North America Saves Time on Distributor Deductions

Accelerating Growth: How BluePlanner TPM Empowers Eagle Food’s Expansion 

Nature’s Bakery Modernizes With Latest BluePlanner Capabilities

TPM is Vital for Vytalogy Wellness

Diamond Foods Shapes Future with BluePlanner TPM 

Dairy Giant Grupo LaLa Manages Trade Spend in Mexico & the USA with BluePlanner TPM 

BluePlanner TPM is the Right Fit for Electrolit USA

5 Things to Do When You Need TPM 

UpClear Takes Five Enterprise Planning Best-in-Class Distinctions from Promotion Optimization Institute 

KP Snacks Deploys UpClear for Trade Promotion Management  

Time for TPM: Fast Setup for Quick Wins

Spindrift sets sail with UpClear for TPM

Twinings expands BluePlanner TPM to North America

Nissin Foods selects UpClear for TPM in the USA

UpClear’s BluePlanner Selected by Ripple Foods

What to Expect from a Well-Run Sales Planning & Trade Management Process

trade promotion management software

Video: Trade Promotion Management for Emerging Brands

The Power of Advanced Promotion Tracking: Excel Alternatives to Boost Efficiency and Accuracy

How Valio USA Inc. Wins at the Holidays, and at TPM with UpClear BluePlanner

Paying for Promotions: How It’s Done

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