Distributors & Indirects

You sell to distributors who then sell to indirect retailers.  Retailers may be supplied by one or more different sources.

When your customer is a distributor that then sells to indirect retailers, BluePlanner has extensive capabilities to support sales planning and trade spend management.  Each retailer’s customer record identifies their source (or sources) of supply.  In volume planning, this is used to deliver reporting and planning that clearly shows and rolls-up volumes planned at the retailer level in relation to the distributor that is the source of supply.  In addition to importing actual sell-in (shipments) to the direct customer and actual sell-out (point of sale) at the retailer, BluePlanner can also import distributor depletion data; sale from the distributor to the retailer.  Finally, when distributor shipment data is not available, UpClear Data Services can create this slice of data using your shipments to the distributor and an allocation methodology to create indirect customer data.   

Distributor upcharges are incorporated into pricing, and the “Payments” module is used to align promotion spending deducted by the distributor to the indirect customer(s) where the funds are spent. 

Related Capabilities


Integrated Business Planning

Provides capabilities to support annual operating plan definition.

Learn About IBP


Revenue Growth Management

Facilitates advanced analysis by providing deeper insight into margin opportunities.

Learn About RGM


Trade Promotion Management

Supports annual planning, execution, and analysis of accounts.

Learn About TPM


Trade Promotion Optimization

Augment TPM with added intelligence, simulations and reporting capabilities.

Learn About TPO

Use Cases for Distributors & Indirects

Managing Customer Business Plans & Approvals

Forecasting Shipments

Paying Bills and Managing Deductions

Forecasting the Trade Spending Accrual

Monitoring Business Initiatives

Related Resources

Client Stories

Kraft-Heinz Japan rolls out BluePlanner for Revenue Management

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The Kraft Heinz Company is the fifth largest food and beverage company...
Client Stories

Beverage of the Summer, Vita Coco, leverages UpClear BluePlanner for Rapid Growth

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Two Men Walk into a Bar… ….you would think it’s the start...

Blue Diamond Growers goes live with UpClear BluePlanner

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"We believe UpClear’s BluePlanner solution is a perfect fit for Blue Diamond Growers. Ease of use and speed of implementation were two key reasons why BluePlanner was the clear choice."

Some Distributors & Indirects Clients

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