Trade Promotion Management Software for Schemes That Apply Themselves
Configure value-based, volume-based, and free goods trade schemes at product, customer, or geography level, apply them automatically the moment an order is placed, route activation through multi-level approvals, and track utilization and ROI, all from one platform built to run promotions across every region of India.
✨ See what AI actually does →| Scheme ID | Type | Target | Customer | Status |
|---|---|---|---|---|
| SCH-3301 | Free Goods | Buy 10–12, Get 2 Free | Retailers · North Zone | Active |
| SCH-3312 | Volume-Based | Qty Slab Discount | Super Stockists | Applied Today |
| SCH-3327 | Value-Based | 5% Above ₹50,000 | Distributors · South Zone | Pending Approval |
Conversational scheme lookups, automated scheme-application validation at order time, and approval-routing checks, powered by the same AI engine across web and mobile.
Value-based, volume-based, and free goods schemes, each with configurable multi-slab tiers.
| Scheme | Type | Slab Logic | Status |
|---|---|---|---|
| SCH-3301 | Free Goods | 10–12 = 2 free, 13–15 = 3 free, 16+ = 4 free | Active |
| SCH-3312 | Volume-Based | Qty tiers unlock discount % | Active |
| SCH-3327 | Value-Based | Order value above ₹50,000 = 5% | Pending Approval |
Apply schemes using the Brand → Category → Product → SKU hierarchy, by customer type, or by configurable geography level.
| Scheme | Targeted At | Scope | Status |
|---|---|---|---|
| SCH-3301 | SKU-2201 (Category: Snacks) | Retailers · North Zone | Active |
| SCH-3312 | Super Stockist Customer Type | All Geographies | Active |
| SCH-3327 | All SKUs, Order-Level | South Zone Pin Codes | Configurable |
Stock, scheme, pricing, and credit limit are checked automatically the moment an order is placed.
| Order ID | Customer | Scheme Applied | Benefit | Status |
|---|---|---|---|---|
| ORD-9120 | Shree Enterprises | SCH-3301 | 2 free units | Confirmed |
| ORD-9121 | Agarwal Distributors | SCH-3312 | 7% volume discount | Applied |
| ORD-9122 | Metro Super Stockist | SCH-3327 | 5% value discount | Awaiting Approval |
Up to 7-level approval hierarchies with role-based routing, escalation rules, and rejection handling.
| Scheme / Order | Level | Approver | Status |
|---|---|---|---|
| SCH-3327 | 2 of 3 | Regional Sales Manager | Pending |
| ORD-9122 | 1 of 2 | Credit Controller | Pending |
| SCH-3298 | 3 of 3 | National Sales Head | Approved |
26+ pre-built reports across scheme utilization, pricing, and target achievement, plus CSV exports cached for 7 days.
| Report | Filters | Action |
|---|---|---|
| Scheme Utilization Report | Warehouse, Brand, Status | Export |
| Promotion ROI Report | Customer Segment, Date | Export |
| Target vs Achievement Report | Category, Cycle | Export |
Scheme Data, Applied as One Continuous Flow
From scheme configuration to a reconciled utilization report, every promotion stays tracked and visible.
Scheme & Slab Configuration
Value, volume & free goodsProduct, Customer & Geography Targeting
Brand → Category → SKUAuto Scheme Application at Order
Stock, price & credit checkedMulti-Level Approval
Up to 7 role-based levelsUtilization & ROI Analytics
26+ reports, exportableReal Apps, Real Reviews
Available on Google Play and the App Store: live listings, not screenshots.
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1Channel DMS
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Built for How Trade Promotions Actually Run
Key features & benefits: drag or use the arrows to see all 12.
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, configured according to each organization's own structure.
Geography-Based Pricing
Configure geography-specific pricing and schemes using the configurable geography hierarchy, for example ₹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.
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.
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 engagement.
Target-Linked Promotions
Link trade promotions with product-based or volume-based targets. Achievement can be counted on order placement, dispatch, or invoice generation.
Cloud & Mobile Access
Enable scheme visibility and order placement across web and mobile. Field teams can view promotions, place scheme-driven orders, and track targets from the app.
26+ Default Reports & Export
Access scheme utilization reports, pricing analytics, target achievement logs, and promotional performance dashboards with CSV export and 7-day cached exports.
Fully Configurable Architecture
Customize product hierarchies, geography levels, pricing rules, scheme structures, approval workflows, and reporting configurations for your own business structure.
Where AI Actually Touches Your Scheme & Promotion Operations, Not Where We Wish It Did
We'd rather show exactly what the AI does than oversell it. Here's what's real today, inside the AI-Powered DMS:
- 💬AI Assistant, conversational scheme-related queriesType or browse: "Which schemes apply to Shree Enterprises?", "How is SCH-3301 performing this month?" Available on web and mobile.
- 🧮Automated scheme-application validationEvery order auto-checks applicable schemes, stock, pricing, and credit limit, then calculates the benefit before it's confirmed.
- ✅Approval-routing automationScheme activation and high-value order discounts are routed through configurable multi-level approval hierarchies automatically.
Go Deeper Into Every Module
How a trade scheme actually moves through the system, from configuration to a reconciled utilization report. It connects directly to distributor management, pricing management, product & SKU management, and distributor analytics.
Scheme Configuration & Dashboard
The scheme dashboard is the centralized control center for configuring trade schemes and monitoring their performance. The system currently supports three scheme types, each with configurable multi-slab logic for tiered benefits.
How It Works
- Value-based schemes give a percentage benefit once an order crosses a configured value; volume-based schemes unlock tiered discounts at quantity breakpoints
- Free goods schemes use multi-slab logic, for example buy 10–12 pieces get 2 free, 13–15 get 3 free, 16+ get 4 free
- Define multiple quantity or value slabs within a single scheme so benefits increase as order volume grows
- Dashboard cards show active scheme count and status, value/volume/free-goods performance, scheme-wise revenue impact, and pending approvals
Why It Matters
- Three scheme types in one engine instead of separate tools for discounts and free-goods promotions
- Slab tiers reward bigger orders, driving higher order values across the channel
- One dashboard shows utilization, revenue impact, and pending approvals together
| Scheme | Type | Slab | Status |
|---|---|---|---|
| SCH-3301 | Free Goods | 10–12 = 2 free | Active |
| SCH-3312 | Volume-Based | Qty tiers | Active |
| SCH-3327 | Value-Based | >₹50,000 = 5% | Pending |
Click a row: every field here is a real column from the actual scheme dashboard.
Product, Geography & Customer Targeting Structure
Schemes target precisely at product, category, customer, or geography level, using a structured hierarchy that every organization configures according to its own business needs, there is no hardcoded approach.
How It Works
- Product Hub manages the Brand → Category → Product → SKU hierarchy with unit-of-measurement conversions, so schemes can target an entire category or one specific SKU
- Geography Master is fully configurable, some organizations use Zone → Region → District → Pin Code, others State → City → Pin Code, linked everywhere including scheme targeting and region-specific pricing (₹100 North India vs ₹150 South India)
- Customer Master manages retailers, distributors, and super stockists, with customer-type based scheme assignment and individual customer overrides
- Customers and products can be bulk imported, added individually, or created through the mobile app
Why It Matters
- One hierarchy, every targeting level, product, category, customer type, or geography, without separate systems
- Configurable per organization, so the structure matches how the business actually sells, not a fixed template
- Region-specific pricing and schemes in one place, instead of manual price-list spreadsheets
| Scheme | Targeted At | Scope | Status |
|---|---|---|---|
| SCH-3301 | SKU-2201 (Snacks) | Retailers · North Zone | Active |
| SCH-3312 | Super Stockist Type | All Geographies | Active |
Click a row: every field here is a real column from the actual targeting screen.
Order-Time Scheme Application & Approval Workflows
When an order is placed, the system automatically checks stock availability, applicable schemes, pricing, and credit limit, then calculates benefits in real time. By default there are no approvals until workflows are configured; once configured, activation can route through multi-level approval.
How It Works
- Order process selects customer, warehouse, and payment type, then adds products and quantities; the system auto-detects applicable value, volume, and free-goods schemes and adds free units to the line items
- Credit limits interact with scheme application, settings can stop orders after a credit breach, allow first order only, or block future orders until outstanding dues clear
- Scheme activation and modification can route through up to 7-level approval hierarchies with role-based or hierarchy-based routing, escalation rules, and rejection handling
- Workflow versioning lets modifications publish without disrupting live scheme configurations
Why It Matters
- Zero manual scheme calculation, stock, scheme, pricing, and credit are all checked the moment an order is placed
- Credit-aware scheme eligibility prevents discounting into an over-limit account
- Escalation and rejection handling keep high-value scheme activation under control without slowing routine orders
| Order / Scheme | Level | Benefit | Status |
|---|---|---|---|
| ORD-9120 | — | 2 free units | Confirmed |
| SCH-3327 | 2 of 3 | 5% value discount | Pending |
Click a row: every field here is a real column from the actual order & approval screen.
Pricing Rules & Price List Management
The Price Master applies when different pricing needs to reach different customer types, geographies, or individual accounts, for example a product sold at ₹100 in North India and ₹150 in South India, with super stockists on one rate and distributors on another.
How It Works
- Customer-specific pricing, customer-type pricing (super stockist vs distributor vs retailer), and geography-specific pricing, each with their own validity dates
- Separate price lists maintained for different regions or customer segments, with bulk price upload and management support
- Default pricing applies automatically whenever no special price list exists for a customer or geography
- Pricing and discount analytics track price-list utilization, geography-wise pricing comparison, and discount impact on revenue
Why It Matters
- No manual price lookup, the right rate applies automatically based on customer, type, or geography
- Separate regional price lists without maintaining parallel spreadsheets
- Pricing analytics alongside scheme analytics shows the real revenue effect of a rate, not just the scheme
| Price List | Customer Type | Region | Status |
|---|---|---|---|
| PL-North-01 | Distributor | North India | Active |
| PL-South-01 | Super Stockist | South India | Active |
Click a row: every field here is a real column from the actual price list screen.
Targets, Mobile Visibility & Scheme Analytics
Targets can be linked with trade promotions to drive specific sales behaviors, field teams see applicable schemes and target progress directly on the mobile app, and 26+ default reports give centralized visibility into performance.
How It Works
- Product-based and volume-based targets with achievement counted on order, on dispatch, or on invoice, on monthly, quarterly, or yearly cycles, with achievement logs showing contributing orders
- Field teams and distributors view and apply schemes directly from the mobile app during market visits, with free-goods auto-calculation and an AI Assistant for scheme-related queries
- 26+ default reports cover scheme utilization, value vs volume comparison, free-goods distribution, customer and geography-wise adoption, and target vs achievement trends
- Exported reports are cached for 7 days in a dedicated Exports section so teams can re-access them without regenerating, reducing system load
Why It Matters
- Targets and schemes move together, so promotions actually drive the behavior they're meant to
- Field teams see schemes in real time, not after they've already booked the order
- 26+ reports with a 7-day export cache mean the team isn't regenerating the same CSV repeatedly
| Report / Target | Cycle | Progress | Status |
|---|---|---|---|
| Scheme Utilization Report | Monthly | 62% Utilized | Export |
| Target TGT-220 | Monthly | ₹5.6L / ₹8L | On Track |
Click a row: every field here is a real column from the actual targets & reports screen.
Loved by Customers, Recognized by the Industry
"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."
"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."
"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."
"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."
"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."
Our recognitions constantly motivate us to push the envelope of excellence and empower our customers with winning ideas each day.
Who Uses Trade Promotion Management Software?
Deploy trade schemes across distributors and retailers with volume-based slab incentives, free goods promotions, and geography-specific pricing, auto-applied at order placement across multi-tier distribution networks.
Configure value-based and volume-based trade promotions for on-trade and off-trade channels, with customer-specific scheme structures and territory-wise promotional coverage across distribution partners.
Run dealer and distributor incentive schemes with configurable slab logic, product-specific and category-level promotions with approval workflows and real-time utilization tracking.
Deploy free goods schemes and volume discounts across beauty retail and kirana networks, with field teams viewing applicable promotions and placing scheme-driven orders from the mobile app.
Manage stockist and distributor trade schemes with customer-type pricing, geography-based pricing differentiation, and multi-level approval workflows across chemist and pharmacy chains.
Run promotional schemes with configurable slabs across distribution territories, for example buy 10–12 pieces get 2 free, with automatic application during order booking and performance analytics.
Configure dealer-specific and geography-specific trade promotions with region-based pricing rules, tracking scheme-driven sales uplift and target achievement across channel partners.
Manage distributor scheme automation with value-based and volume-based incentive structures, applying promotions at SKU or category level with approval-based activation.
Pricing
We understand that every business has different scheme types, approval structures, and channel configurations. Our Trade Promotion Management Software offers flexible pricing based on scheme complexity, user roles, approval workflows, and reporting requirements.
Every plan includes secure cloud hosting, role-based access controls, reporting dashboards, and complete onboarding & support with no hidden charges.
Frequently Asked Questions
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?▾
How Long Is Implementation?▾
Other 1Channel Solutions for Distribution Teams
Trade promotion management doesn't work in isolation, here's what it connects to.