How Customer Promotion Works

Customer promotions works on top of Deductions and Settlement providing centralized deductions and settlement in Receivables, and provides promotional settlement of claims.

You can use Customer Channel Management to activate channel promotions, and once sales orders or invoices are imported, the application calculates accruals for eligible customers.

1. Negotiate a promotion with channel customers and activate the program.
2. The customer makes purchases.
3. Upload your sales data, then process these transactions to create accruals.
4. Earned accruals are then tracked and posted to GL.
5. Short pays from Receivables are centralized as claims. Optionally, manual claims can be created on demand.
6. Claims are investigated. Promotional deductions can be matched with available accruals to resolve a claim.
7. Approved claims can be settled by creating various transactions in Receivables including credit memos.