What's new in TradePath HQ.

Deduction Hub · Broker-Native Dispute Tooling

Four upgrades built around how a broker actually disputes and recovers a short-pay — across every client, not just one supplier.

• Dispute Guides: Link a case to UNFI, KeHE, Kroger and more, and TradePath surfaces the dispute method, required documents, deadline countdown, and portal link automatically.
• One-Click Dispute Package: Generate a submission-ready PDF — case summary, linked POs, and evidence index — ready to attach to any portal filing.
• Automatic BOL/POD Fetch: Enter the carrier and PRO number and TradePath pulls the proof of delivery via API, or sends a one-click request to your client.
• Cross-Client Deduction Report: See deductions across your whole book of business — by client, by type, and by distributor — in one report.

Broker Economics on Promotion ROI

The Promotion ROI report now answers both questions that matter to a broker — and keeps the answers separate.

• Prove it worked: Volume lift, trade spend, CPIC, and profitability for the brand.
• See what you earned: A dedicated Broker Economics panel shows your commission on promoted sales, net of bill-backs, with the effective rate.
• Kept private: The broker panel is visible only inside TradePath — never in the manufacturer portal or the shared PDF.

Faster, Smarter Product Categorization

Finding the right GPC category no longer depends on knowing GS1 jargon.

• Search in plain language: Searching "meat" now surfaces beef, pork, and chicken categories across the full GPC hierarchy.
• Browse by hierarchy: Drill down Segment › Family › Class › Brick with cascading pickers.
• AI suggestions with hints: Add a keyword or two and the AI returns 2–3 ranked category suggestions to choose from instead of one silent guess.

Spreadsheet-Style Batch Product Entry

Add products in bulk with a full spreadsheet-style editor.

• Set once, apply to every row: Common attributes like unit, case pack, and weight pre-fill every new row and can be overridden per product.
• UPC & GTIN-14 in the same pass: Enter the barcodes critical for EDI matching alongside the SKU — no second trip to the product page.
• Typo-proof: GS1 check-digit validation catches bad barcodes before they save.

Deduction Hub · Batch Ingestion & AI Resolve

Two upgrades that turn messy deduction emails into clean, actionable cases.

• Batch email ingestion: One forwarded email listing many invoices now creates one case per deduction — the AI reads PDFs and screenshots, not just text.
• AI Resolve chat: When a deduction can't be auto-matched to a PO, a guided chat walks you to the right one in about a minute instead of a dead-end message.

Promotion ROI, Recovery Billing & Scheduled Reports

A major release turning back-office work into provable value and billable revenue.

• AI Promotion Ingestion & Value Proof: Drop a deal sheet in any format — PDF, Excel, Word, PowerPoint — and get an 8-week-baseline ROI analysis with a branded, client-ready Value Proof PDF. Clients can log in to the portal to see it live.
• Recovery Billing: Turn recovered deductions into a billable invoice in seconds, at whatever recovery rate you set.
• Scheduled Report Delivery: Have any saved report land in your inbox on a recurring schedule — described in plain English, delivered as PDF, Excel, or CSV.

Phase 2 · Interactive Learning & Data Efficiency

We've introduced a major new way to learn the platform alongside powerful enhancements to our core data entry workflows.

• "Show Me How" Guided Tours: Interactive, step-by-step tours that walk you through complex tasks in real-time.
• PO Module Overhaul: Rapid order entry with keyboard shortcuts (⌘↩), smarter validation, and streamlined selection.
• Velocity Plan Upgrades: Unlimited AI usage now included for Velocity plan members.
• Refined Experience: Simplified interface for top-tier plans, removing credit-based distractions.

Phase 1 Launch · Foundational ERP

The official Phase 1 release of TradePath HQ, designed for the high-volume needs of CPG brokers.

• Full X12 EDI Inbound: Import 850 orders directly from major retailers.
• Smart Commission Engine: Automated rate matching with priority-scoped rules.
• Professional Invoicing: Branded PDF generation and automatic ledger synchronization.
• QuickBooks Online Sync: Seamless two-way link for accounting accuracy.
• Direct Data Access: Secure Postgres and REST access for Power BI and Tableau.

Beta Phase Completed

Final testing of the "Digital Vault" isolation model and the automated promotion ingest system completed. All systems ready for production traffic.