Trade Spend Management
We assist our clients in fully understanding Costco's demo commitment policies, expectations, and the audit process. By diligently monitoring demo accruals and expenditures, we help safeguard our clients from audit risks, financial losses, and claim exposures. Our proactive approach ensures compliance and minimizes potential pitfalls, allowing our clients to focus on growing their business with confidence.
By maintaining meticulous, detailed records and accurately tracking all promotional activities throughout the fiscal year, our experienced team effectively minimizes audit risks for all our clients. This diligent approach ensures compliance, reduces potential liabilities, and provides peace of mind, allowing our clients to focus on achieving their business goals without the worry of audit-related challenges.
Effective Demo Commitment Management and Tracking is essential to ensuring your product promotions are both compliant and profitable when working with Costco. Our comprehensive approach covers all aspects of the demo process, from strategic planning and scheduling to post-promotion reconciliation and financial management. By leveraging our expertise, we ensure that your brand maximizes visibility and sales while minimizing risks and costs.
Strategic Demo Scheduling: We design optimized demo schedules that maximize efficiency, focusing on key metrics like increasing average sales per building per week to drive business growth.
Event Scheduling and Split Partner Sourcing: By sourcing split partners and coordinating event schedules, we reduce demo costs and enhance overall promotional effectiveness, ensuring optimal return on investment.
Accrual Audit Review: Our team works closely with the Costco Vendor Commitment Department to conduct thorough accrual audits, ensuring full compliance and mitigating risks.
Post-Audit Liability Management: We proactively manage post-audit liabilities, helping our clients resolve discrepancies and maintain financial clarity.
Promotional Activity Documentation: We maintain detailed records of all promotional activities—such as TPDs, MVMs, End Caps, Focuses, etc.—to ensure a fair and equitable marketing approach that aligns with Costco's regional business model.
Post-Promotional Reconciliation Support: Our services include full assistance with the reconciliation process, handling demo invoices, coupon deductions, margin adjustments, price protection, and other deductions from Costco invoices.
Comprehensive Record Keeping: We maintain organized records for all promotional contracts and related communication with Costco Buying Offices, ensuring transparency and facilitating smooth audits and reviews.
Our services include:
Costco Demo Commitment
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TPD
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MVM
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Holiday Savings Event
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End Cap
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Focus
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Super Demo
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Digital MVM
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Introductory Demo
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Costco Demo Commitment * TPD * MVM * Holiday Savings Event * End Cap * Focus * Super Demo * Digital MVM * Introductory Demo *
Sales Support and Customer Care
Our experienced internal sales support team partners closely with our clients’ sales representatives to ensure they are fully prepared for meetings with Costco Buyers. From crafting compelling item presentations to assembling comprehensive new item documentation, we work alongside you every step of the way. Our collaborative approach ensures that your team is equipped with all the necessary tools and insights to facilitate productive, successful meetings with Costco. By providing strategic guidance and support, we help you navigate the process with confidence, positioning your products for optimal success in Costco’s marketplace.
We meticulously review all purchase orders to ensure that every detail—pricing, terms, allowances, discounts, and order lead times—aligns with the commitment and is free of discrepancies. Our team works seamlessly with both the Costco buying offices and vendors' teams to address and resolve any issues promptly and thoroughly. This proactive approach guarantees that any potential discrepancies are eliminated, minimizing the risk of invoicing claims and ensuring a smooth, efficient transaction process. Our goal is to protect your business from financial setbacks and ensure full compliance, fostering strong, long-term partnerships with Costco.
Our team is dedicated to swiftly resolving any issues related to appointment scheduling, deliveries, accounting, demos, unauthorized deductions, allowances, and more. We proactively address and troubleshoot challenges across multiple areas of your business, ensuring that all processes run smoothly and efficiently. By providing prompt and thorough solutions, we minimize disruptions and help maintain strong, positive relationships with Costco. Our expertise ensures that any discrepancies or obstacles are swiftly addressed, safeguarding your business from unnecessary complications and ensuring operational continuity.
We act as a seamless extension of your team, fully integrating with your operations to provide expert support and strategic guidance at every stage of the process. Our dedicated team becomes an integral part of your business, working collaboratively with you to ensure that every aspect of your partnership with Costco is executed with precision and efficiency.
With our team working as an extension of yours, you gain the advantage of expert support, enhanced operational efficiency, and the peace of mind that your business is running smoothly. Our collaborative approach ensures that you are always on track to meet Costco's high standards and achieve long-term success.
Personalized Customer Care
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Assistance with Documentation
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Purchase Order Management
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Accounting
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Sales Support
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Personalized Customer Care * Assistance with Documentation * Purchase Order Management * Accounting * Sales Support *
Hard to match personalized customer care focused on our clients’ priorities and needs
Proper and timely completion of vendor agreements and new item forms; assistance with accounting and logistics;
Purchase order processing and management ( manually, via email, or EDI)
Meticulous check of all purchase orders to ensure correlation with confirmed commitments
Assistance with tracking and consolidation of deliveries to ensure timely and regular supply and minimize freight costs for both, vendors and Costco
Accounting assistance with deductions from Costco invoices, support with invoice balances, delayed payments, and claims
Other marketing and sales support, such as category surveys, IRI data analysis and reporting, etc.
We offer:
