Dealer groups with price lists and credit terms
Put dealers in groups such as Distributors and Dealers, each with its price list, credit limit and credit days. A new dealer takes its group's terms, and every order, portal page and app screen shows that dealer's own prices.
PLANSEvery plan
The problem it solves
- Each dealer's price is typed on the order by hand, and two dealers in the same town pay different rates by mistake.
- Credit terms are agreed on the phone and nobody writes them down.
- A dealer sees one price on the rate card and another on the bill.
How it works
- Open Distribution > Configuration > Places and Field Work > Dealer Groups. Two come ready: Distributors (30 credit days) and Dealers (15 credit days).
- Give each group a price list, a credit limit and credit days under Credit for a New Dealer. Drag groups into the order you want.
- Make the price lists in Configuration > Products and Prices > Price Lists: your price for each item, or a discount, for the dealers of that group.
- Create a dealer with a group, or choose the group on its form. The dealer takes the group's credit days, and its price list and credit limit when set.
- From then on, office, portal and app orders use that dealer's price list. The credit check uses its limit and days.
Everything it does
A dealer group
- Name, order, Price List, Credit Limit, Credit Days, Entity (empty: every entity) and Notes
- Ready to use: Distributors with 30 credit days and Dealers with 15, with no price list or limit set
- Archive a group you no longer use; changes are kept in the group's history
- Only the Distribution Administrator creates and changes groups; everyone else can read them
How a dealer takes the terms
- On create, or when the group is chosen on the dealer's form
- Credit days are always copied; the price list and credit limit only when the group has them
- A credit limit copied from the group switches on the dealer's own limit
- The dealer's terms can then be changed one by one; changing the group later does not change existing dealers
Where the price list is used
- Dealer orders made in the office
- New Order on the dealer portal, shown as Your price
- Items in the salesman app, at the price of the dealer the order goes to (Growth)
- WhatsApp ordering (Scale)
Added on Growth and Scale
- Schemes set by dealer group and area
- A retailer price list on the group, used when retailers order from their dealer
- How often the group's dealers report stock and sales, their stock norm in days, and their replenishment
Who uses it
Distribution AdministratorSets up groups, price lists and the credit terms of each group.
Distribution ManagerPuts each dealer in its group and changes one dealer's terms when agreed.
DealerSees its own prices on the portal and its credit on the overview.
Where you use it
- Web: Distribution > Configuration > Places and Field Work > Dealer Groups and Price Lists; the dealer's contact form
- Dealer portal: Your price on every item, and the credit card on Overview and New Order
- Not on the portal: dealers never see other groups or other price lists
What you control
Settings
- Groups, their order, price list, credit limit and credit days
- Ready to use: Distributors (30 days) and Dealers (15 days)
- Groups shared by every entity, or kept to one
Questions
If we change a group's price list, do its dealers move to the new one?
No. A dealer takes the group's terms when it is created or when the group is chosen on its form. To move existing dealers, change the prices inside the price list they already use, or set the new list on each dealer.Can one dealer have a special price?
Yes. Give that dealer its own price list on its contact, or change the credit limit and days for that dealer only.What are credit days used for?
An unpaid bill older than the dealer's credit days counts as overdue. A dealer with overdue bills has its orders wait for credit approval.Can dealers see what other groups pay?
No. The portal shows each dealer only its own price list.Related features
DEALERSDealers and retailers by area and beatEvery dealer and retailer sits in your own map of the market: region, area and beat, each with its manager. A retailer is linked to the dealer that serves it, and each dealer carries its group, salesman, status and credit days.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 portal: catalogue, ordering and deliveryEach dealer gets its own web pages. They show a catalogue at its own prices and the credit it has left. They also show every order with its status, deliveries, proof and invoices. It opens on any phone or computer, in the dealer's language.SCHEMES AND DEALER SALESSchemes with budgets and approved claimsRun free goods, slab and value discount schemes by dealer group and area, with dates and a budget that stops them once spent. Dealers' claims are approved through your chain and credited by a credit note.DEALERSDealer onboarding with approvalA new dealer starts as a request with its GSTIN or PAN, the signed agreement and the proposed group, area, salesman and credit. A distribution manager approves it; the dealer then becomes active with those terms and gets its portal login by email.
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.