CPG / RETAILER DEDUCTIONS & TRADE DISPUTES
Resolve the dispute.
Protect the revenue.
Bring scattered evidence and the right people together to move retailer deductions toward an approved resolution—with less manual chasing.
For Finance, AR, Trade Marketing and Supply Chain teams.
ONE CONNECTED CASE
Illustrative workflow
Promotion deduction
Under review
Trade agreement
Agreed dates and discount
Deduction detail
Claimed period and amount
Invoice records
Pricing and applied allowances
Missing confirmation
Follow-up with Trade Marketing
EVIDENCE, CONTEXT, FOLLOW-THROUGH
Check the claim against agreed terms
Reconcile the promotion window, gather missing inputs and prepare an evidence-backed recommendation.
Decision trail retained
Pricing & rebates
Promotions
Short shipments
Damage claims
Duplicate deductions
THE WORK BEHIND EVERY CLAIM
01
Evidence is fragmented.
Terms in a contract. Amounts in ERP. Delivery proof in logistics. Clarifications in email.
02
Coordination takes time.
Finance, Sales and Supply Chain reconstruct the case, reconcile answers and chase missing inputs.
03
Open cases carry a cost.
Recovery slows, dispute windows approach and avoidable write-offs become harder to prevent.
MAKE THE CASE CLEAR
Explore how Cloobot can help investigate common deduction scenarios.
THE DISPUTED CLAIM
The discount continued. The promotion had ended.
A retailer applies a promotional deduction to invoices outside the agreed promotion window.
Illustrative scenario — not a customer result
WHAT NEEDS TO BE ESTABLISHED
01
Match the claim to the agreed promotion terms.
02
Compare eligible dates, products and invoice lines.
03
Request confirmation of any agreed extension.
Prepare the discrepancy and supporting evidence for the owner to review and approve the next step.
WHAT BETTER RESOLUTION UNLOCKS
More
Value recovered
Build a stronger basis to challenge unsupported or incorrect deductions.
Less
Manual effort
Reduce repeated document searches, case reconstruction and stakeholder follow-ups.
Better
Root-cause visibility
Use case history to spot recurring promotion, pricing and delivery issues.
A CLEAR PATH TO RESOLUTION
Cloobot gathers the facts, chases missing answers and moves the case toward resolution.
01
DEDUCTION DETAILS
Reason · Invoice
− $
Under review
Read the deduction
Understand the amount, reason and related invoice.
02
EVIDENCE REVIEW
Invoice
Amount
Agreement
Terms
Delivery record
POD
Check the evidence
Compare the claim with deal terms and supporting records.
03
TEAM FOLLOW-UP
Need delivery confirmation?
I’ll share the POD shortly.
Chase missing answers
Ask Sales, Finance or Logistics for what’s missing. Follow up.
04
RESPONSE DRAFT
Accept or challenge
Your team approves the next step.
Ready to send
Prepare the response
Explain what to accept or challenge. Your team approves.
05
CASE OUTCOME
Thanks, we’re reviewing this.
Case closed
Outcome recorded
Follow through
Track replies and confirm the agreed outcome before closing.
Works with your existing systems and teams
Connect the commercial and operational record in one case.
ERP / AR
Trade promotions
Delivery records
Email & files
Your team stays in control of disputes, settlements and write-offs.
BUSINESS VALUE
Recover more value. Spend less time chasing it.
A consistent, evidence-led process helps teams turn retailer claims into clear decisions—and gives the business a better view of where value is being lost.
01
More recoverable value identified
Surface claims that merit action, with supporting evidence ready for review.
02
Less time spent chasing context
Give investigators one connected view instead of a trail across inboxes and systems.
03
Clear ownership and next steps
Help Finance, Sales and Operations align around who needs to act and what is missing.
04
Resolution knowledge that compounds
Keep precedent and root causes available, so recurring disputes become easier to handle.
A PRACTICAL WAY TO BEGIN
Start with one claim category.
Choose a recurring retailer dispute, connect the evidence your teams already use, and evaluate the workflow against real cases.
01 / SELECT
Choose a category
02 / CONNECT
Map the evidence
03 / REVIEW
Review the results
COMMON QUESTIONS