Why Choose Our Trade Promotion Management Software?

Automate trade scheme configuration, application, and tracking across distributors, retailers, and channel partners. Support for value-based discounts, volume-based slab incentives, and free goods promotions with real-time application during ordering.

Value & Volume-Based Schemes – Configure schemes based on order value or quantity slabs. Buy above a certain value for percentage benefits, or buy specific quantities to unlock tiered discounts.

Free Goods Schemes – Set up slab-based free product promotions. For example, buy 10–12 pieces get 2 free, buy 13–15 get 3 free, buy 16+ get 4 free.

Product & Category Targeting – Apply schemes at SKU level or across product categories using the Brand → Category → Product → SKU hierarchy.

Customer-Specific Schemes – Assign different scheme structures to retailers, distributors, or super stockists based on customer type.

Geography-Based Pricing – Configure region-specific pricing, for example ₹100 in North India and ₹150 in South India. Apply schemes at State, City, or Pin Code level.

Auto Scheme Application – System automatically checks applicable schemes, pricing, and stock during order placement, eliminating manual calculation errors.

Multi-Level Approvals – Configure up to 7-level approval hierarchies for scheme activation with role-based routing, escalation rules, and rejection handling.

Configurable Slab Logic – Define multiple quantity or value slabs within a single scheme with tiered benefits that increase with order volume.

Scheme Analytics – Track utilization and promotional impact through 24+ reports with filters. CSV export with 7-day cached access for team-wide sharing.

Workflow Versioning – Create automated workflows with Email and WhatsApp triggers. Modify and publish new versions without disrupting live configurations.

Comprehensive Scheme & Promotion Management Features

The Admin Portal acts as the centralized control center for configuring trade schemes, managing pricing rules, setting up approval workflows, and monitoring promotion performance across the distribution ecosystem. Users can customize dashboard themes, set dark or light mode, and configure the system according to their operational preferences.

Scheme Configuration & Dashboard

On the dashboard, users can see today's orders, revenue, total order count, active users in the system, and sales overview showing sales trends, total orders, and order status distribution. The scheme management section provides complete visibility into active promotions, utilization rates, and performance metrics.

Scheme Dashboard Metrics

Active Scheme Count & Status
Value-Based Scheme Performance
Volume-Based Scheme Utilization
Free Goods Scheme Tracking
Scheme-Wise Revenue Impact
Customer-Level Scheme Application Summary
Geography-Wise Scheme Distribution
Product & Category Scheme Coverage
Pending Scheme Approvals
Recent Scheme Activity Log

Price List & Pricing Rule Management

The Price Master is used when different pricing needs to be applied across customer types, geographies, or individual accounts. For example, a product may sell for ₹100 in North India and ₹150 in South India. Super stockists may get one rate while distributors get another. Some customers may have special agreement-based pricing.

Customer-Specific Pricing Configuration
Customer-Type Pricing (Super Stockist vs Distributor vs Retailer)
Geography-Specific Pricing Rules
Product-Wise Price List Management
Validity Date-Based Pricing Control
Default Pricing Fallback When No Special Price List Exists
Separate Price Lists for Different Regions or Customer Segments
Bulk Price Upload & Management Support

Scheme Approval & Workflow Configuration

Similar to CRM workflows, users can create workflows with conditions, real-time triggers, loops, notifications, Email triggers, and WhatsApp messages. Approval workflows support up to 7 levels deep with role-based or hierarchy-based routing, escalation rules, and rejection handling.

Multi-Level Scheme Approval Configuration (Up to 7 Levels)
Draft & Publish Workflow Versioning
Auto Approval or Manual Approval Logic
Role-Based & Hierarchy-Based Approval Routing
Email & WhatsApp Notification Triggers
Escalation Rules for Pending Approvals
Configurable Transaction Control Before Approval Completion
Workflow Versioning Without Impacting Live Configurations

Product Hierarchy, Geography & Scheme Targeting Structure

The trade promotion management system uses a structured hierarchy for targeting schemes precisely at product, category, customer, or geography level. Every organization configures this structure according to their business needs, so there is no hardcoded approach.

Product Hub & SKU Hierarchy for Scheme Targeting

Product Hub is the product master where all products, categories, brands, and units of measurement are managed with a complete hierarchy. For example, in the Titan setup: Fastrack Fragrance is the brand, Men/Women/Unisex are categories, Beat for Him and Pulse for Him are products, and specific SKU codes and sizes are defined under them like 100 ml variants.

Brand → Category → Product → SKU Hierarchy Configuration
Product Variant, Size & Color Management per SKU
Unit of Measurement Conversion (e.g., 1 box = 10 packets, 1 packet = 4 pieces)
SKU-Level Scheme Targeting
Category-Level Promotion Application
Bulk Product Import & Individual Creation
Product Status & Availability Controls
Configurable Structure Per Organization

Trade Scheme Types & Slab Configuration

Currently, the system supports three types of trade schemes: value-based schemes, volume-based schemes, and free goods schemes. Each scheme type supports configurable slab logic for tiered benefits.

Value-Based Schemes – Buy above a certain value and get a percentage benefit
Volume-Based Schemes – Buy specific quantities and get tiered discounts
Free Goods Schemes – Buy 10–12 pieces get 2 free, buy 13–15 get 3 free, buy 16+ get 4 free
Product-Specific Scheme Application
Category-Specific Scheme Application
Customer-Specific Scheme Assignment
Geography-Specific Scheme Targeting
Multiple Slab Tiers Within a Single Scheme

Geography Master for Region-Based Promotions

The Geography Master is completely configurable. First, we define how many levels are required. Some organizations use Zone → Region → District → Pin Code, some use State → City → Pin Code, and some use Zone → State → District → Taluka. This geography hierarchy is linked everywhere in the system including scheme targeting.

Configurable Geography Levels (State, City, Pin Code, Zone, Region, District)
Parallel Level Support (e.g., add Pin Code below City later)
Geography-Based Scheme Deployment
Region-Specific Pricing Differentiation (₹100 North India vs ₹150 South India)
Location Mapping Against Users & Customers
Territory-Wise Promotion Coverage Analysis

Customer Master & Channel Targeting

Customer Master manages all retailers, distributors, super stockists, and other customer users. Distributors and super stockists are particularly important because inventory and order flow, including scheme application, work against them. Customers can be imported, added individually, or created through the mobile app.

Retailer, Distributor & Super Stockist Management
Customer-Type Based Scheme Assignment
Individual Customer Scheme Overrides
Bulk Customer Import & App-Based Creation
Customer Hierarchy for Scheme Flow Control
Customer-Specific Price List Assignment
Territory & Beat Mapping for Promotion Coverage

Scheme Processing & Order-Level Application

The trade promotion management system automatically applies configured schemes during the order placement process. When a distributor or field team places an order, the system checks stock availability, applicable schemes, pricing, and credit limit, eliminating manual scheme calculation.

Real-Time Scheme Application During Ordering

The order process includes selecting customer, warehouse, and payment type, then adding products and quantities. The system automatically checks stock availability, applicable schemes, pricing, and credit limit, then calculates benefits in real time.

Automatic Scheme Detection Based on Order Products & Quantities
Value-Based Benefit Calculation at Order Level
Volume-Based Slab Matching (e.g., 10–12 pcs = 2 free, 13–15 pcs = 3 free)
Free Goods Auto-Addition to Order Line Items
Multiple Scheme Stacking Where Applicable
Customer-Specific Scheme Visibility for Field Teams
Real-Time Product Availability Validation Against Warehouse Stock
Scheme Benefit Summary Displayed Before Order Confirmation

Scheme Approval & Activation Workflows

By default, there are no approvals in the system until workflows are configured. Once configured, scheme activation and modifications can go through multi-level approval flows before becoming active. Versioning allows modifications without impacting live schemes.

Multi-Level Scheme Activation Approval (Up to 7 Levels)
Manager → Manager's Manager Escalation Routing
Role-Based or Hierarchy-Based Approval Assignment
Auto Approval for Pre-Defined Scheme Conditions
Pending Approval Visibility in Dashboard
Rejection Handling & Re-Submission Workflows
Configurable Transaction Control Before Approval Completion
Scheme Versioning for Safe Modifications

Target-Linked Promotions & Achievement Tracking

Targets can be linked with trade promotions to drive specific sales behaviors. The system supports product-based targets and visit-based targets with configurable achievement criteria. Achievement can be counted on order placement, on dispatch, or on invoice generation.

Product-Based Sales Targets Linked to Scheme Benefits
Category-Level & Volume-Based Targets
Achievement Counting: On Order, On Dispatch, or On Invoice
Monthly, Quarterly & Yearly Target Cycles
Automatic Recurring Target Generation Based on Configuration
Individual User or Bulk Target Upload via Templates
Achievement Logs Showing Contributing Orders
Target vs Achievement Dashboard Visibility

Mobile App Scheme Visibility

Field sales teams and distributors can view and apply trade schemes directly from the mobile app during market visits and order placement. The app dashboard shows active targets, analytics, order history, and top-selling SKUs.

Scheme Visibility During In-App Order Placement
Active Schemes Displayed Per Customer & Product
Free Goods Auto-Calculation in Mobile Orders
Target vs Achievement Tracking in App Dashboard
Weekly & Monthly Sales Trends with Scheme Impact
Top-Selling SKUs & Coverage Data
PDF Order Generation with Scheme Details
AI Assistant for Scheme-Related Queries

Credit Control & Scheme Eligibility

Credit limits interact with scheme application. For example, if a customer's credit limit is ₹0 but orders worth ₹2,79,765 are already processed, the customer becomes over limit. Settings can stop orders after credit limit breach, allow first order only, or block future orders until outstanding dues are cleared.

Credit Limit Validation Before Scheme Application
Scheme Eligibility Based on Outstanding Status
Approval-Based Credit Exceptions for High-Value Promotional Orders
Outstanding Payment Visibility at Order Level
Order Blocking Controls for Over-Limit Customers
Payment Recording & Allocation Against Invoices
Credit Note Management for Returns
Customer Ledger Monitoring for Scheme Planning

Promotion Analytics & Scheme Performance Dashboard

The platform provides centralized visibility into scheme performance, trade promotion utilization, pricing rule impact, and channel-wise promotion effectiveness through configurable dashboards and 24+ default reports. Filters can be applied based on material, customer, geography, and other parameters.

Scheme Utilization & Performance Reports

Track how trade schemes are being utilized across the distribution network. Reports open in a side panel where users can explore data without leaving the current screen, apply filters like warehouse, brand, status, or any custom filter, and export directly.

Scheme-Wise Utilization Tracking
Value-Based vs Volume-Based Scheme Comparison
Free Goods Distribution Summary
Scheme Revenue Impact Analysis
Customer-Wise Scheme Adoption Reports
Geography-Wise Promotion Performance
Product-Level Scheme Effectiveness
Scheme Activation vs Utilization Trends

Pricing & Discount Analytics

Monitor the impact of pricing rules and discount structures across different customer segments and geographies.

Price List Utilization Reports
Geography-Wise Pricing Comparison
Customer-Type Pricing Analysis
Discount Impact on Revenue
Special Agreement Pricing Tracking
Default vs Custom Price List Usage
Pricing Rule Effectiveness Metrics
Territory-Wise Revenue by Price List

Target Achievement & Promotion ROI

Achievement logs show which orders contributed toward target achievement. Target uploads work through templates where users download the template, fill values, and upload it back. Columns are dynamic and generated based on target configuration.

Target vs Achievement Comparison Reports
Order-Level Achievement Contribution Logs
Scheme-Driven Sales Uplift Analysis
Channel Partner Promotion Response Rates
Category-Wise Target Completion Status
Monthly & Quarterly Achievement Trends
Top Performing Products Under Promotions
Promotion ROI by Customer Segment

Dashboard KPIs & Real-Time Charts

The dashboard loads the last 30 days' data by default and shows KPIs, charts, top products, and all related analytics. Everything can be exported.

Active Schemes & Promotion Overview
Top Performing Schemes by Revenue
Channel-Wise Scheme Application Rates
Free Goods Distribution Trends
Sales Trend Charts with Scheme Correlation
Order Status Distribution (Delivered, Processing, Pending)
Active Users & Coverage Dashboard
Customizable Date Range & Filters

Report Exporting & Caching

We already have around 24 default reports in the system. Once a report is exported, it is available in a dedicated Exports section for the next 7 days, so users do not need to regenerate the same report repeatedly. This helps reduce load on the system because reports are generated in real time.

24+ Default Reports Available
CSV Format Export Support
7-Day Export Cache for Re-Access Without Regeneration
Configurable Filters (Warehouse, Brand, Status, Custom Fields)
Side Panel Report Exploration
Shared Export Access Across Team Members
Date-Wise & Territory-Wise Filtering
Real-Time Report Generation

Key Features & Benefits of Trade Promotion Management

Discover how our scheme management software helps businesses configure, deploy, and track trade promotions across distributors, retailers, and channel partners with real-time application during ordering and comprehensive performance analytics.

Three Scheme Types

Configure value-based schemes for percentage benefits, volume-based schemes for quantity-tiered discounts, and free goods schemes where buying specific quantities unlocks free products.

Free Goods Scheme Engine

Set up multi-slab free goods promotions. For example, buy 10–12 pieces and get 2 free, buy 13–15 pieces and get 3 free, buy more than 16 pieces and get 4 free.

Product & Category Targeting

Apply schemes at SKU level or across entire categories using the Brand → Category → Product → SKU hierarchy. Each organization configures this structure according to their business needs.

Geography-Based Pricing

Configure geography-specific pricing and schemes using the configurable geography hierarchy. A product may sell for ₹100 in North India and ₹150 in South India with different scheme structures.

Customer-Specific Promotions

Assign schemes to specific retailers, distributors, or super stockists. Different customer types get different scheme structures with separate price lists and validity dates.

Auto Scheme Application

When orders are placed through the portal or mobile app, the system automatically checks applicable schemes, validates stock, applies pricing rules, and calculates benefits, eliminating manual errors.

Multi-Level Approval Workflows

Configure approval hierarchies for scheme activation with up to 7 levels, role-based routing, escalation rules, rejection handling, and workflow versioning without disrupting live configurations.

Configurable Slab Logic

Define multiple quantity or value slabs within a single scheme. Benefits increase as order volumes grow, driving higher order values and channel partner engagement across the distribution network.

Target-Linked Promotions

Link trade promotions with product-based or volume-based targets. Achievement can be counted on order placement, dispatch, or invoice generation with automatic recurring target cycles.

Cloud & Mobile Access

Enable scheme visibility and order placement across web and mobile platforms. Field teams can view applicable promotions, place orders with auto-calculated benefits, and track targets from the app.

24+ Default Reports & Export

Access scheme utilization reports, pricing analytics, target achievement logs, and promotional performance dashboards with CSV export and 7-day cached exports for team-wide access.

Fully Configurable Architecture

Customize product hierarchies, geography levels, pricing rules, scheme structures, approval workflows, and reporting configurations. Every organization configures the system according to their business structure.

Who Uses Trade Promotion Management Software?

Built for businesses running trade schemes and promotional programs across multi-tier distribution networks in India and globally. Whether you manage value-based discounts, volume-based incentives, or free goods promotions, our scheme management software automates the complete lifecycle from configuration to performance tracking.

FMCG & CPG Companies – Deploy FMCG trade schemes across distributors and retailers with volume-based slab incentives, free goods promotions, and geography-specific pricing. Auto-apply schemes during order placement with real-time benefit calculation across India's multi-tier distribution networks
Beverage & Alcohol Brands – Configure value-based and volume-based trade promotions for on-trade and off-trade channels. Manage customer-specific scheme structures with batch-level tracking and territory-wise promotional coverage across distribution partners
Consumer Durables – Run dealer and distributor incentive schemes with configurable slab logic. Apply product-specific and category-level promotions with approval workflows and real-time scheme utilization tracking across modern and general trade
Personal Care & Cosmetics – Deploy free goods schemes and volume discounts across beauty retail and kirana networks in India. Field teams can view applicable promotions and place scheme-driven orders directly from the mobile app
Pharmaceuticals – Manage stockist and distributor trade schemes with customer-type pricing, geography-based pricing differentiation, and multi-level approval workflows. Track scheme utilization across chemist and pharmacy chains
Food & Snacks Brands – Run promotional schemes with configurable slabs across distribution territories. For example, buy 10–12 pieces and get 2 free, with automatic application during order booking and scheme performance analytics
Building Materials & Cement – Configure dealer-specific and geography-specific trade promotions with region-based pricing rules. Track scheme-driven sales uplift and target achievement across channel partners in India
Electronics & Appliances – Manage distributor scheme automation with value-based and volume-based incentive structures. Apply promotions at SKU or category level with approval-based activation and real-time performance dashboards

Customers Speak

With 1Channel, we've achieved 100% digitisation in sales team movement, order management, and inventory visibility, transforming the way we operate. The most beautiful thing about 1Channel is its ability to be completely customised to meet our organisation's unique requirements.

Vishwadeep Sharma

Grayforce Industries Ltd.

1Channel is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox.

Christian Gibbons

General Manager, Tad Network

Thanks to 1Channel SFA tool, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region.

Anita Hemrajani

Associate Director, Pernod Ricard Asia

1Channel SFA tool has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements.

Mario Gibson Nadar

Manager – Training, Sugar Cosmetics

Before 1Channel CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click.

Trade Scheme & Promotion Management Software

Trusted By Leading Organizations

Why Choose Our Trade Promotion Management Software?

How Our Trade Promotion Management Software Works

Comprehensive Scheme & Promotion Management Features

Scheme Configuration & Dashboard

Scheme Dashboard Metrics

Price List & Pricing Rule Management

Scheme Approval & Workflow Configuration

Product Hierarchy, Geography & Scheme Targeting Structure

Product Hub & SKU Hierarchy for Scheme Targeting

Trade Scheme Types & Slab Configuration

Geography Master for Region-Based Promotions

Customer Master & Channel Targeting

Scheme Processing & Order-Level Application

Real-Time Scheme Application During Ordering

Scheme Approval & Activation Workflows

Target-Linked Promotions & Achievement Tracking

Mobile App Scheme Visibility

Credit Control & Scheme Eligibility

Promotion Analytics & Scheme Performance Dashboard

Scheme Utilization & Performance Reports

Pricing & Discount Analytics

Target Achievement & Promotion ROI

Dashboard KPIs & Real-Time Charts

Report Exporting & Caching

Key Features & Benefits of Trade Promotion Management

Three Scheme Types

Free Goods Scheme Engine

Product & Category Targeting

Geography-Based Pricing

Customer-Specific Promotions

Auto Scheme Application

Multi-Level Approval Workflows

Configurable Slab Logic

Target-Linked Promotions

Cloud & Mobile Access

24+ Default Reports & Export

Fully Configurable Architecture

Who Uses Trade Promotion Management Software?

PRICING

Other 1Channel Solutions

Sales Force Automation Software

CRM Software

Loyalty Management Software

Retail Execution Software

LMS for Sales Teams

Pricing Management

Distributor Order Management

Product & SKU Management

Distributor Analytics & Reporting

Workflow Automation

Customers Speak

Rewards and Recognition

Celebrating Growth Milestones on Play Store, App Store, & G2

Frequently Asked Questions (FAQs)

What is trade promotion management software?▼

What types of trade schemes can be managed in the system?▼

How does the scheme management software handle free goods promotions?▼

Can schemes be applied at product, category, or customer level?▼

How does geography-based scheme and pricing configuration work?▼

Does the system auto-apply schemes during order placement?▼

Can approval workflows be configured for scheme activation?▼

How does the promotion management software handle pricing rules?▼

What analytics and reports are available for trade promotions?▼

Is the trade promotion management system cloud-based?▼