Opening Promotions & Claims

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Promotional support and claims contain financial claim amounts, so only the owner and viewers open this module. A staff sign-in opens operational reports. Back to Reports

Promotional support & claims

Promotional support & claims

Keep upcoming, ongoing and historical promotions together with every claim and payment. Promotion status follows its dates automatically; making one inactive preserves its history.

Promotions & Claims · Promotion agreements, claims and payments. Brand sell-out report layouts and per-unit support remain under Reports; they are not automatically linked or added to these claim amounts.

Promotions

Support values may be per-unit, percentage, fixed, rebate, freebie or another documented basis.

Claims

Track expected, claimed, approved and paid amounts without losing the original promotion.

Monthly export

CSV holds one month. Excel holds up to 12 months, one worksheet per month, in the same monthly workbook style as the sell-out reports. Download permission is required.

How status and balances work

Upcoming, ongoing and ended come from the promotion's start and end dates in Manila. Inactive records remain in history. A claim's balance is its approved amount, or claimed amount when approval is blank, or expected amount when neither is entered, less what has been paid—never below zero.