Use Cases

Customer Service: Set Invoice Pricing Conditions

Use BluePlanner to streamline the process of managing planned & approved allowances.

How it Works

Account mangers define allowance they offer in the promotions they plan. These plans include customer, products, dates, and pricing conditions. These promotions then go through an approval process that is configurable, ensure all that have a role to play in the process are aware of the deal. BluePlanner then provides a promotion extract that contains the details of the deals. With integration work in your ERP, these pricing conditions can be sent directly to your Order Management system.

More Ways to Use BluePlanner

Actualize Promotions & Terms

Analyze Deduction Trends

Acquire Deduction Backup

Categorize Deductions

Research & Validate Deductions

Define Account Funding

Develop Strategy

Establish Account Guardrails

Build Promotion Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Analyze Account Performance

Analyze Promotion Performance & Optimize Future Plans

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