👋 Welcome, !

A new platform developed by our IT team to streamline and simplify the entire process of creating, submitting, and approving promo activities.

The Contract Automation Portal (CAP) is designed to streamline and simplify the end-to-end process of managing promotional activities. The workflow starts with Trade Marketing planning promotional activities — defining campaigns, setting targets, and specifying required details. Once the plan is ready, it is submitted through the portal for review. After submission, the Sales team reviews the proposals. They can approve, reject, or request modifications based on business requirements. Upon approval by Sales, the system automatically performs allocation of budgets and resources to the approved promotions, ensuring proper distribution without manual intervention. Next, the contract creation process begins. Contracts are generated within the system based on the approved allocations. These contracts can then be submitted with all required documents. Once submitted, the Customer Finance team reviews them for financial compliance, accuracy, and completeness. They can either approve or reject the contracts, with feedback provided directly in the portal. Throughout this process, CAP provides full visibility at every stage — from planning to final approval. Users can track the status of promotions, contracts, and allocations in real time, ensuring transparency, speed, and smooth collaboration across Trade Marketing, Sales, and Customer Finance.

Note: Once you click on any of the role cards below, the respective user guide/readme will open.