Slab schemes over a month or quarter
A quantity slab scheme can be reached on everything a dealer buys over the scheme's period (QPS) instead of order by order. When the period ends, the slab each dealer reached, less goods it sent back, is claimed and credited through your approval chain.
PLANSFrom Growth
The problem it solves
- Dealers split one big order into small ones and never reach a slab, or buy one huge order and send half back.
- A quarterly scheme is settled by hand in a spreadsheet, dealer by dealer, weeks after the quarter ends.
- Goods returned after the slab was reached still earn the discount.
How it works
- Create a Quantity Slabs scheme in Schemes and Claims > Schemes and set Slab Reached to Over the Period. Give it an end date: a period scheme needs one.
- During the period nothing is given on the orders. The portal's Schemes page shows each dealer what it bought, the slab reached and the next one.
- The day after the scheme ends, SmartMy works out each dealer's total. A manager can press Settle Now on an ended scheme instead of waiting.
- For each dealer the scheme covers, the quantity of its items on confirmed orders in the period, less approved returns, gives the slab reached. Its discount on the value bought is the credit.
- Each dealer gets a claim of kind Slab Reached Over the Period, with a line explaining it, sent to your Dealer Claim chain.
- Approved, the claim posts the credit note and the dealer is told. The scheme shows the date it was settled and is never settled twice.
Everything it does
Setting it up
- Slab Reached: Per Order (to start with) or Over the Period; only for Quantity Slabs schemes
- An end date is required for Over the Period
- Items and categories, dealer groups and areas, entity and budget as for every scheme
- Settled On: the date the scheme was settled, shown on the form
Working out the slab
- Counts the scheme's items on the dealer's confirmed orders dated in the period, in the item's own unit
- Free goods are left out
- Returns approved in the period (by the credit note's date) are taken off the quantity and value; totals never go below zero
- The highest slab whose From Quantity is reached is used
- Credit = the slab's discount on the value bought, less any discount this scheme already gave on those lines
- No claim is made for a dealer with no slab reached or no credit
Settling
- A daily job settles every period scheme that ended before today and is not yet settled
- Settle Now (distribution managers) on an ended scheme does the same at once and opens the claims made
- Each claim has one line such as: 120 bought in Festive QPS: slab from 100, 3% on 240,000
- Claims go for approval; the approval posts the credit note, without tax, and counts it on the scheme's budget
- A return approved after the period is counted in the period it is approved in, so a settled scheme is never reopened
What the dealer sees
- Schemes page: bought in the period (quantity and value), slabs with the reached one highlighted, a progress bar and the next slab
- The scheme is left out of the live basket on New Order, since nothing is given per order
- Dealer Claim Decided when the credit is approved
Who uses it
Distribution managerSets up period schemes, presses Settle Now if needed, and approves the claims.
DealerFollows its progress on the Schemes page and receives the credit note at the end.
Where you use it
- Web: Distribution > Schemes and Claims > Schemes (Slab Reached, Settle Now, Settled On) and Claims
- Dealer portal: Schemes page progress, and the credit note on the statement
- Approvals: the Dealer Claim chain
What you control
Settings
- Slab Reached per slab scheme: Per Order (to start with) or Over the Period
- Slabs: From Quantity and Discount (%)
- The Dealer Claim approval chain
Approvals
- Dealer claim: each dealer's period credit is a claim; distribution managers approve with no set-up; add levels or conditions on the amount
Notifications
- Dealer Claim Decided: to the dealer, when its period claim is approved (the amount credited) or rejected (with the reason). Channels: in-app, email, SMS (from Growth) and WhatsApp (Scale). Sent at once
- Approvers get a to-do for each claim waiting
Questions
Does the budget stop a period scheme's credit?
No. The end-of-period claims are made whatever the budget, and they count on it once approved. The 80 % warning still reaches the scheme's creator, and the approver can lower or reject a claim.What if a dealer returns goods after reaching the slab?
Returns approved during the period are taken off its quantity before the slab is chosen. A return approved after the scheme was settled is not taken back from that scheme.Can a scheme be per order and over the period at once?
No. Each slab scheme is one or the other. Run two schemes if you want both.When is it settled?
By a daily job once the end date has passed, or at once with Settle Now on an ended scheme. Each scheme is settled only once.Does the dealer see its progress?
Yes. The portal's Schemes page shows what it bought in the period, the slab reached and the next one. That figure does not yet take returns off; the settlement does.Related features
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.DEALERSSchemes live in the dealer's basketAs a dealer types quantities on the portal's New Order page, the basket shows the free goods and discounts it gets. It also shows how much more of an item reaches the next slab or free lot.DEALERSDealer returns with credit notesA dealer sends back damaged, expired or wrong goods against the order they came on, with photos, from its portal. Once approved, a return delivery and a credit note at the order's prices and taxes are made.LARGE NETWORKSScheme results: what each scheme soldEach scheme shows what its items sold to the dealers it covers during the scheme, against the same number of days before. It also shows the extra sold and the cost of each extra unit.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.
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.