Notifications
SmartMy Distribution tells dealers when an order is confirmed, held or dispatched and when a claim or return is decided. It reminds them to report stock, and tells managers about approvals, alerts and their team's day, by WhatsApp, SMS, email, phone notification and in-app.
PLANSEvery plan
The problem it solves
- Dealers phone the office to ask whether their order was confirmed or has left the depot.
- A claim is decided, and the dealer hears about it only at the next visit.
- Stock reports come in late because nobody reminds the dealer.
How it works
- Something happens: an order is confirmed or held for credit, goods leave the depot, a claim is decided, a dealer's figures are late.
- The event finds its recipients: the dealer on the order, the area manager of the visit, the approvers of the next level.
- Every message leaves a line in the Delivery Log, with the reason when it could not be sent, for example no mobile number.
- An administrator can switch an event off for everyone or for one Entity, change its channels per Entity, and change the wording.
Everything it does
To dealers (Growth)
- Dealer Order Confirmed: after its credit check if any
- Dealer Order Waiting for Approval: over credit or with overdue bills
- Dealer Order Dispatched: goods left the depot
- Dealer Claim Decided and Dealer Return Decided: approved with the credit note, or rejected with the reason
- Dealer Approved: the welcome, with credit and days
- Each: WhatsApp, else SMS, else email, plus in-app; sent at any hour
Reminders to dealers
- Stock and Sales Report Due: on the 1st (or Mondays when reporting is weekly) to portal dealers who have not reported. It is informational, so it waits for quiet hours and can be switched off
- Stock and Sales Figures Late: each morning, past the Days of Grace (3), at most once in 3 days
- Suggested Order Ready (Scale) and WhatsApp Ordering Invite (Scale)
- Each: WhatsApp, else SMS, else email
To your team
- Request Waits for Your Approval: to the approvers of the next level; phone notification, else email, and in-app
- Visit Away From the Shop: to the area manager when a check-in is farther from the shop than the set distance; phone notification and in-app
- Team's Day: every evening at 20:00 (IST) to area and distribution managers; WhatsApp, else email, and in-app
- Control Tower Alert (Scale): each new alert to the area manager; phone notification and in-app
- Distribution Broadcast: your message to salesmen and dealers; phone notification for people with the app, plus WhatsApp or email
- Store Request Sent, Rejected and Purchase Request From the Store (Scale): phone notification and in-app
Channels and delivery
- Dealer events use the first channel that works, so a dealer is not messaged three times
- Phone notifications reach people signed in to the SmartMy Distribution app; dealers use the portal
- SmartMy messaging by plan: email, in-app and push in Starter; SMS from Growth; WhatsApp from Scale
- Templates per event, channel and language
- Delivery Log: every message with its status and, when not sent, why
People's own choices and quiet hours
- Each person can switch off a channel, such as SMS; in-app notices always arrive
- Work messages cannot be switched off by the person, only a channel
- Quiet hours per Entity (21:00 to 7:00) hold back informational messages only
Who uses it
DealerGets order, claim, return and reminder messages on WhatsApp, SMS or email, and chooses which channels it wants.
Area managerGets requests to approve, visits away from the shop, control tower alerts and the Team's Day.
SalesmanGets broadcasts and store request news on the phone.
AdministratorSwitches events and channels on or off per Entity, edits the wording, and checks the Delivery Log.
Where you use it
- Web: the inbox of each user, and Notifications > Delivery Log, Analysis and Configuration (Events, Entity Settings, Templates, Opt-outs, Push Devices)
- The SmartMy Distribution app: phone notifications and the inbox (built and in testing, not in the app stores yet)
- Dealer portal: the dealer's notices; WhatsApp, SMS and email for the rest
What you control
Settings
- Per event: on or off, its channels and their order, for everyone or per Entity
- Stock reporting: monthly or weekly per Entity
- Days of Grace: 3; Remind Again After (Days): 3
- Visit away from the shop: 300 metres
- Quiet hours: 21:00 to 7:00 per Entity
Works with
SmartMy DeskTickets raised from the dealer portal or WhatsApp carry the Desk's own notices.
Questions
Will a dealer get the same message on WhatsApp, SMS and email?
No. Dealer events use the first channel that reaches the dealer: WhatsApp, then SMS, then email. The portal notice is added.Do messages wait for working hours?
Order, claim and approval messages go out at once. Only informational ones, such as the stock report reminder, wait for the end of quiet hours.Can a dealer stop the stock report reminders?
Yes. That reminder is informational, so the dealer can switch it off. Order and claim messages can only lose a channel, not be switched off.Are dealers told of their orders in Starter?
Not by message. In Starter they follow each order on the portal. Order, claim and dispatch messages come with Growth.Related features
ACROSS SMARTMY DISTRIBUTIONApproval chainsNew dealers, orders over credit, claims, returns, new retailers, points and gifts go to the right people in the right order, set up without code. Every decision is kept with who, when and why.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.MARKET INTELLIGENCEData freshness and late dealer remindersSee when each dealer's stock and sales last came in, from where, and which dealers are late. Late dealers are reminded every morning, and you see how much of your secondary sales is up to date.DEALER STOCK AND MESSAGESMessages to dealers and dashboards per roleSend one message to all your salesmen, dealers or both, or only those of some areas, by app, WhatsApp and email. Dealers also find it on the portal. Each role opens Distribution on a ready-made dashboard: My Day for salesmen, Area for area managers, Distribution for the head of sales.LARGE NETWORKSControl tower alertsEvery morning SmartMy Distribution checks the network and raises alerts for the right area manager. Dealers not ordering, retailers who stopped buying, stock-outs, late dealer figures, salesmen without visits or away from the shops. The manager closes each one as Dealt With.LARGE NETWORKSWhatsApp ordering for dealers and retailersDealers, and shops if you allow it, order by writing to your WhatsApp number. They pick from lists or send "code x quantity" lines, see the basket with schemes and credit, and confirm. The order is placed as from the dealer portal, and the same chat gives status, the statement and help.
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.