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TPO Planner: Customer Role

The TPO Planner has functionality that is specific to the needs of customer teams supporting your largest customers. Customer team users can be empowered to do the following:

Corporate Deal Template: Customer teams can use the corporate deal calendar template as a starting point.
Customer Specific Calendars: The TPO Planner can easily adjust to each customer’s constraints around the
   type of promotions, frequencies and strategies that they support. The customer team can simply adjust the
   corporate template and re-optimize. The team can also create ‘what-if’ events that meet the customer’s
   requirements for off-invoice, bill-back, scan-down allowances, lump-sum, merchandizing and other attributes.
   When the user clicks on ‘optimize’, the TPO Planner determines what mix of events best meets corporate and
   customer objectives.

Incremental Fund Requests: Customer teams can also determine the results of using incremental funds to
   help build an optimized trade calendar. Users can quickly toggle between optimizing trade calendars with and
   without incremental funds.

Electronic Workflow: Customer plans can be electronically submitted for approval, and if appropriate, the
   customer plan can also include a request for incremental trade promotion funding.

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