Collections and targets for salesmen
Salesmen record cash, UPI and cheques collected at the shop; the office marks each one received and books it as a payment against the dealer. Monthly targets by value, for a salesman or a dealer, show what is achieved from confirmed orders.
PLANSFrom Growth
The problem it solves
- Cash collected in the market reaches the office days later, and nobody knows how much is still with the salesman.
- A dealer says he paid the salesman, and there is no record of it.
- Targets are set in a spreadsheet and achievement is worked out by hand at month end.
- Salesmen do not know where they stand against the target until it is too late.
How it works
- At a shop the salesman taps Collection, types the amount and chooses Cash, UPI or Cheque, with the UPI reference or cheque number.
- The collection is With the Salesman. The app's Me page shows his total still to hand over.
- When he hands it over, an area manager opens Field Sales > Collections and presses Received at Office.
- A Distribution Manager presses Book Payment. The payment is posted against the dealer, in the cash journal or the bank journal for UPI and cheques.
- Set monthly targets under Field Sales > Targets: a month, a salesman or a dealer, a value and, if you want, a product category.
- Achievement is worked out from confirmed dealer orders of the month, before tax. The salesman sees his targets, achieved amount and percent in the app.
Everything it does
Collections
- Salesman, dealer, date, amount, mode (Cash, UPI, Cheque), UPI or cheque reference, cheque date, the visit
- States: With the Salesman, Handed Over, In the Books
- Received at Office (area managers) records who received it
- Book Payment (Distribution Managers) posts the payment with the salesman's name in the memo
- Collections opens on With the Salesman; group by salesman or mode; totals in the list
- A salesman sees only his own collections
Targets
- Month, salesman and / or dealer, category (empty: every item), target value
- Achieved: confirmed dealer orders of the month, untaxed; for a salesman, orders of the dealers he serves; for a dealer, its own
- A category target counts that category and its sub-categories
- Achieved (%) as a bar in the list; group by month or salesman
- Set and changed by area managers; salesmen read their own in the app
Dealer targets with item groups
- Market > Dealers > Dealer Targets: a purchase target for a dealer and month, with groups of items by quantity or value
- The dealer follows it on the portal's Targets page (see the dealer portal pages)
In the app
- Collection on a party, linked to the visit
- Me: targets with achieved and percent, and collections still to hand over
- The party page shows the balance, credit limit, overdue amounts and last orders before collecting
Who uses it
SalesmanRecords collections at the shop and follows his targets in the app.
Area ManagerReceives collections at the office and sets targets.
Distribution ManagerBooks handed-over collections as payments.
AccountsSees the posted payments against each dealer's bills.
Where you use it
- Web: Distribution > Field Sales > Collections and Targets; Market > Dealers > Dealer Targets
- The SmartMy Distribution app: Collection on a party, and Me (targets, collections with me) (built and in testing, not in the app stores yet)
- Dealer portal: the dealer's own targets with item groups, not the salesman's
- Not built: a receipt sent to the dealer when a collection is recorded
What you control
Settings
- Targets per month, salesman or dealer, and category
- The cash and bank journals of the entity (the first of each kind is used to book)
Notifications
- None for collections or targets: the dealer is not sent a receipt, and the salesman sees his targets in the app
Questions
How do we know how much cash each salesman is holding?
Field Sales > Collections opens on With the Salesman, grouped as you like, with totals. Each salesman also sees his own total to hand over in the app.Does a collection change the dealer's balance at once?
No. It changes the balance when it is booked as a payment, after the office receives the money. Until then it is only recorded.Can a target be for one product group?
Yes. Choose a category; achievement counts that category and its sub-categories. Leave it empty for every item.What counts towards a salesman's target?
Confirmed dealer orders of the month, before tax, from the dealers he serves. Orders waiting for a credit check do not count until confirmed.Can we give quantity targets?
Salesman targets are by value. Dealer targets under Market > Dealers > Dealer Targets can have quantity or value targets for groups of items.Related features
RETAILERS AND FIELD SALESBeats, visits and the salesman's day with km claimEach salesman gets his beats and their days. He starts the day in the app with a photo, checks in at shops against their pin, and ends the day. With SmartMy HRMS the kilometres can be claimed.RETAILERS AND FIELD SALESIncentives, leaderboard and team broadcastsIncentive slabs turn the share of target a salesman achieves into an incentive and points, and a leaderboard ranks the team every night. Managers send messages to all salesmen and dealers, and get the team's day every evening.DEALERSDealer orders with credit and overdue checksEvery dealer order is checked when it is confirmed: the dealer's status, its credit limit with open orders, and bills overdue past its credit days. An order that fails waits for an area or distribution manager and is confirmed by itself once approved.DEALERSDealer statement and online paymentDealers see their account on the portal for any period, with every bill, credit note and payment and a running balance. Each bill opens its own page to pay online, and invoices, credit notes and the statement download as PDF.DEALERSAnnouncements, documents, targets and help tickets for dealersYour dealers read your announcements, open your price lists and circulars, follow their monthly targets and raise help tickets on their portal. You see who read each announcement.LARGE NETWORKSThe salesman app, also offlineThe SmartMy Distribution app for Android and iPhone runs the salesman's day: the beat, visits, orders, collections, forms and new retailers. On Scale it keeps working without signal and sends what was done, in order, when the phone is back online.
See your market on it.
Tell us how many dealers and salesmen you have, and how orders and claims reach you today. We will set up your dealers, price lists and beats with you.