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.

“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.”

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.

Related Capabilities

TPM

Trade Promotion Managment

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

Use Cases for Accounting

Features for Accounting

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