Trade promotion and deduction management software for CPG
Trade spend goes out clean. Deductions come back messy.
incentX is an incentives and compensation platform. As trade promotion management software for CPG brands, it settles trade promotions against your ERP records and ties every retailer deduction back to the promotion that authorized it.
trade promotions retailer deductions off-invoice and scan billbacks broker commissions volume rebates
For CPG brands selling through grocery, club, and food service channels
Food service and FMCG are among incentX’s primary industries, since buying groups and rebate agreements are core to the business in both. Those rebates run in the same system as trade promotions, deductions, billbacks, and broker commissions.
Built for the trade spend complexity CPG carries
When invalid deductions are caught early, less trade spend gets written off at quarter end.
One transaction-based system for trade spend and deductions
CPG trade programs pay out on the same shipments. One invoice can carry a promotion, a volume rebate, and a broker’s commission, and all three run off one spine in incentX, meaning the ERP transaction behind that invoice. When the retailer’s deduction arrives, it is matched to that same record.
Dispute the invalid claims instead of absorbing them
Retailers short-pay first and explain later. incentX matches each deduction to the promotion, shipment, and invoice behind it, so the invalid ones surface while there is still time to dispute.
- Match each deduction to its authorizing promotion
- Separate valid trade spend from invalid claims
- Keep the evidence trail for every dispute
Know what a promotion cost and what it returned
Off-invoice, scan, and billback spend all land differently and settle at different times. incentX keeps them on the same transactions, so promotion performance is measurable while the plan is still live.
- Track off-invoice, scan, and billback in one place
- Compare authorized spend to what was claimed
- Accrue trade spend on live shipment volume
Reviews from incentX customers
The comments below were posted on G2 and Capterra.
Computer Software, Mid-Market company
Marketing and Advertising, Mid-Market company
Professional Training & Coaching company
Connects to the ERP and CRM systems you already run
incentX reads orders, invoices, shipments, and credits from Oracle NetSuite, Microsoft Dynamics, SAP Business One, Sage, and QuickBooks Online, so trade spend and deduction matching run on the same records as your ledger.
There is a better way to manage trade spend
If promotions, deductions, rebates, and broker commissions live in separate spreadsheets, incentX brings them together on the ERP transactions they share. Teams go live in an average of six weeks.
FAQs
The questions CPG finance and sales teams usually ask when comparing incentX to spreadsheets and standalone trade promotion tools.
What is trade promotion management software for CPG brands?
Trade promotion management software helps CPG brands plan, fund, and settle promotions, whether off-invoice, scan, or billback, and then check what retailers claimed against what was authorized. In incentX, an incentives and compensation platform, those claims and deductions are matched to the underlying ERP transactions, with rebates and broker pay in the same system.
How does incentX help with retailer deductions?
Every retailer deduction in incentX is compared with the authorized promotion and the shipment and invoice it relates to. Valid trade spend clears. Deductions with no authorized promotion behind them are flagged with the supporting evidence, so your team can dispute them before the window closes.
Can incentX handle off-invoice, scan, and billback together?
Yes. Off-invoice, scan, and billback payments are all calculated from the same ERP transactions, and each one is tied to the promotion it belongs to. That puts a promotion’s full cost in one place, so nobody has to rebuild it from separate sources after the period closes.
Does incentX pay broker commissions?
Yes. incentX pays brokers and internal sales teams from the same invoiced volume that drives trade spend and rebates, and one order can pay more than one broker. Broker plans can run on weekly, monthly, or quarterly cycles, by customer, by product, or both.
Does incentX work with NetSuite, SAP Business One, and QuickBooks?
Yes. Oracle NetSuite, SAP Business One, Microsoft Dynamics, and Sage have pre-built, bidirectional connectors, and QuickBooks Online connects too. Orders, invoices, shipments, and credit memos come straight from the ERP without middleware, so deduction matching uses the records finance closes on. Other ERPs can send data through the open REST API.
How does incentX compare to a standalone trade promotion tool?
A standalone trade promotion tool covers promotions only, so volume rebates, billbacks, and broker pay end up in other systems that finance has to reconcile. In incentX, one ERP transaction feeds every program it touches, and promotions, rebates, deductions, and commissions all trace back to the invoice line behind each dollar.
What counts as a transaction?
Each sales order, invoice, credit memo, purchase order, or AP invoice in your ERP that incentX processes counts as one transaction, and a retailer or customer record alone doesn’t count. incentX reads each invoice once, for all programs together, so an invoice that pays out under a trade promotion and a rebate still counts once toward your pricing tier.
What is backfill data?
Backfill is last year’s or older sales data that you load into incentX to give a growth incentive or volume rebate a prior-year baseline. The data is held as statistical values, not invoice-level detail, and backfill never counts toward the transactions you’re billed for. Your subscription runs from go-live, regardless of how many years you load.