Trade Event Types

When creating a promotion in the Trade Calendar, you'll select a trade type that describes the kind of promotion you're planning. This article explains the most common types and when to use each one.

Your available promotion types are configured in Settings → Trade Calendar. If you don't see a type you need, you can add it there. For more detail on Trade Calendar settings, see here.

Note that types are designated as Retailer or Distributor (e.g., Retailer - EDLP, Distributor - Off-Invoice Discount), allowing promotions to only be planned for the retailer or distributor level by default. Users can toggle on Allow Cross Level Reason Usage to allows users to create distributor level promotions with promotion items that are of retailer type and vice versa.

Note that the types below are not exhaustive.

Use this when your promotion is tied to register sales — you're charged each time a unit is scanned at the register.

Use this when you're paying for retailer advertising — print circulars, in-store signage, displays, etc.

Use this when you're offering an ongoing, continuous discount. Unlike a temporary promotion, EDLP has a longer deal period to maintain a target shelf price.

Use this when you're offering a discount applied directly to the invoice — the distributor or retailer pays a reduced price per case.

Use this when you've negotiated a discounted price directly with a retailer, like a Scan, but the product is fulfilled through a distributor.

Use this when you're providing free cases to a retailer, typically to support a new item launch or initial shelf set.

Use this when a retailer charges a fee for running a temporary promotional price in-store.

Use this when you're funding in-store product demonstrations. This covers the cost of the demo execution.

Use this when you're paying a retailer for shelf placement. Slotting fees are usually one-time costs tied to getting a new item into a retailer's planogram or distribution center. Note that you while these costs are usually a one-time fee, you can set them to accrue over a longer period of time.

Use this for consumer-focused marketing programs offered by a retailer — such as in-store merchandising campaigns designed to influence purchase decisions at the point of sale. Note that you can also leverage Confido's shopper marketing module for SME activity across planning groups.

Use this when your promotion involves consumer coupons. There are two varieties:

Use this for fees tied to eCommerce sales — these support the retailer's additional costs for preparing orders for pickup and delivery (e.g., Instacart, retailer-owned delivery).

Some other potential promotion types that may be applicable for your brand:

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