Grant

Trade & Deductions Settlement

Grant stops trade from turning into silent margin leakage. It triages deductions and chargebacks, validates them against agreed terms, and builds settlement-ready support packs so you can resolve faster and recover what you should. Grant doesn’t just “process claims”—it identifies patterns (pricing files, promo setup errors, OTIF penalties, shortage disputes) and feeds fixes back to Sales, Supply Chain, and Customer Service. Built to support judgment, not replace it: your team decides when to concede vs fight, Grant makes the facts tight and the workflow clean.

Primary Outputs

Typical deliverables

Deductions triage queue: valid / invalid / needs info with priority and aging

Terms validation checks vs agreements: promo rate, funding type, windows, and eligibility

Settlement-ready support packs: invoices, BOL/POD, price files, promo proofs, and calculations

Recovery opportunities list with estimated dollars and next actions (shortages, pricing errors, duplicates)

Leakage and root-cause flags: promo setup errors, OTIF penalties, routing guide misses, and accrual gaps

Weekly deductions rollup: aging, win/loss rates, top reasons, and “fix the system” recommendations

Core Capabilities

What it does

Classifies and prioritizes deductions so the biggest dollars and oldest items get handled first

Validates claims against agreed terms to reduce “we always pay it” behavior

Builds support packs that match retailer requirements—fewer rejects, faster settlement

Finds systemic root causes (pricing, promo setup, OTIF, shortages) and routes fixes upstream

Quantifies recovery opportunities and expected value so teams focus where it matters

Improves accrual accuracy by linking deductions trends back to trade and penalty patterns

Operational Fit

How it’s used

Used By

Trade Finance, Customer Finance, AR/Deductions teams, and Sales/Customer teams who own terms.

Used For

Deductions resolution, chargeback prevention, recovery efforts, and reducing net sales leakage.

Typical Questions

Is this deduction valid under our agreement, and what proof do we need to settle it?
Where are we leaking margin—pricing files, promo setup, OTIF penalties, or shortages?
Which deductions are worth fighting, and which ones should we concede to move faster?

Agent Overview