DMS

One promotions engine. The same answer online, offline and on the invoice.

Design a scheme once; it evaluates on the device and on the invoice, with approvals, near-miss nudges and budget tracking.

FieldDNA Promotions & Trade Schemes

What it does

  • Product-wise, order-wise (TOV), bundle, group and periodic schemes
  • Fixed %, block value, proportionate, free goods or discount plus free goods
  • Seven codified engine rules, including slabs, free-goods allocation and AND-gate combos
  • Targeting by Product List, Customer List, distributor scope and channel
  • Approval hierarchy by type, with stackability and caps
  • On-device evaluation from the morning sync, server authoritative at invoice; periodic and VIP schemes with budget tracking

How it works

  1. 1Design
  2. 2Approve
  3. 3Publish
  4. 4Apply in field or web
  5. 5Invoice
  6. 6Analyse

KPIs you will track

  • Uptake %
  • Savings given
  • Near-miss conversion
  • Scheme ROI

Who it is for

  • Trade marketing
  • Sales ops
  • Finance

A closer look

One engine, the same answer everywhere

A scheme is designed once and evaluated the same way on the device and on the invoice. Product-wise, order-value, bundle, group and periodic schemes all run through seven codified engine rules, and the device works from the morning sync while the server stays authoritative at invoice, so offline and online agree.

Targeted, approved and stackable

Schemes are aimed by Product List, Customer List, distributor scope and channel, so the right offer reaches the right trade. An approval hierarchy by scheme type, with stackability rules and caps, keeps the mix under control rather than letting benefits pile up by accident.

Budgeted and measured

Periodic and VIP schemes track against a budget as they run, and near-miss nudges surface the orders that are one line away from qualifying. Benefits can be a fixed percentage, a block value, a proportionate amount, free goods, or a discount plus free goods, so the commercial design is not constrained by the tool.

Frequently asked questions

Does the same promotion apply offline?

Yes. It evaluates on the device from the morning sync and is server-authoritative at the invoice, so the answer is the same online, offline and on the invoice.

Can we target promotions precisely?

Yes, by Product List, Customer List, distributor scope and channel, with an approval hierarchy by type.

Can we cap or budget schemes?

Yes. Schemes support stackability and caps, plus periodic and VIP schemes with budget tracking and utilisation alerts.

Ready to run your distribution chain from one platform?

Live walkthrough on Microsoft Teams · Tailored to your distribution model · Works on web, Android and iOS