Trade Promotion Management Software South Africa

Trade marketing opens a JBP or scheme template, picks the national chain or distributor it applies to, caps the rand budget, chooses the cycle — Black Friday, the December festive season, Easter, back-to-school or a long weekend — and locks the rollout down to outlet level. Those terms then sit in the cloud engine, not in an email chain or a WhatsApp thread nobody can find again.

Every promo is mapped across all nine provinces, then narrowed by metro, town and beat. A Gauteng chain push can stay inside Gauteng, while a coastal summer scheme runs only through KwaZulu-Natal cash-and-carry and the spaza trade around Umlazi. Each eligibility rule is logged for audit.

The slab match runs the moment a rep or distributor books the order in the app. Free goods are valued in rand, volume-tier rebates are worked out, off-invoice and back-end claims are separated, and the partner ledger moves in real time. Finance is never left re-keying the maths at month-end.

An approved promo claim raises a VAT-correct credit note that references the original invoice line, and the notes batch together for your SARS return. Anything that fails validation waits in a retry queue, and a one-click auditor pack closes VAT queries on promotional spend without a hunt through spreadsheets.

Settlement runs as one payout cycle into the distributor or retailer's bank account, by EFT or PayShap, with card where a smaller partner prefers it. Banking details are captured at onboarding, every payment reference is logged, and a WhatsApp note goes out once the transfer clears.

Yes. Black Friday, the December festive season, Easter, January back-to-school and the long-weekend public-holiday cycles ship as presets, with summer and winter calendars alongside them, so building-materials, agro-input and FMCG promos all run on the same engine.

Yes. A promo can be routed by chain head office or individual store, by distributor territory, by cash-and-carry or independent-wholesaler beat, by pharmacy group, by township-trade route, or to one named partner — so each partner sees the rand offer that belongs to them and nothing else.

Rand spend sits next to sell-through by chain, province and cycle, and a wasted-spend flag picks out the SKUs that never moved. You walk into the next JBP round with a national chain or a key distributor holding numbers, not a recollection of how last December felt.