## Create a Direct Promotion

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 2, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview  
Create Promotion: Define the promotion details and objectives.  
Analyse Previous Performance: Review past promotion results and performance metrics.  
Compare Scenarios: Assess different promotional scenarios and their potential outcomes.

## Manage & Allocate a Trade Fund

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 2, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview  
Review Budget: Assess budget for the current period.  
Review Funds: Examine existing funds available for allocation.  
Create New Fund: Allocate amount, type, name, and description.  
Submit for Approval: Send the new fund for managerial approval.

## Review Post-Event Analysis

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 2, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview  
Key Account Performance: Evaluate the performance of key accounts during the event.  
Brand/Category Performance: Analyze the performance of specific brands or categories.  
Promotion Effectiveness: Assess the effectiveness of the promotional activities.

## Collect a Customer Payment

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview  
Check into visit and confirm location: Verify the field user’s presence at the correct location.  
Review Outstanding Balances: Check previous orders and any outstanding invoices.  
Initiate payment capture: Select invoice(s) that the customer needs to pay.

## Capture a Field Order

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview  
Check Into Visit and Confirm Location: Verify the field user’s presence at the correct location.  
Review Outstanding Balances: Check previous orders and settle any unpaid balances by taking a payment.  
Start New Order: Select products and create a new order.