Retailer ordering and retailer loyalty
Shops order from the dealer who serves them on their own page, at the dealer group's retailer prices and with your retailer schemes. The dealer confirms and delivers, the delivery counts as the dealer's secondary sales, and shops earn points they turn into gifts.
PLANSScale only
The problem it solves
- A shop waits for the salesman's visit before it can order anything.
- Retailer schemes are announced on paper and reach shops after they end.
- You never see what dealers sell to shops between two stock reports.
- Shops get nothing back for buying more of your range.
How it works
- Set a Retailer Price List on each dealer group. Shops of those dealers order at it; without one, at the item's sales price.
- A shop with a portal login opens Shop > New Order, searches by name or code, enters quantities and places the order with its dealer.
- The dealer sees it on Retailer Orders in the dealer portal. It can Confirm, Refuse with a reason, or Deliver once the goods are handed over.
- A delivered order adds its lines to the dealer's secondary sales of the month, with the shop's name. Dealers on SmartMy or Tally are counted from their own bills instead.
- Every secondary sales line with a shop earns it points: one point for each 100 of value to start with.
- The shop picks a gift on its Points page. The request goes to the Gift request approval chain; once approved the points are taken, and the gift is marked Given when handed over.
Everything it does
The shop's page
- New Order: up to 200 items at a time, search by name or code, price from the dealer group's retailer price list
- My Orders: the last 50 orders with their status
- Cancel while the order is Placed; once the dealer confirms it, it cannot be cancelled
- A shop needs a portal login and a dealer named on its record
The order
- Number from its own series (RO/year/...); statuses Placed, Confirmed, Delivered, Refused, Cancelled
- Refusing needs a reason, which the shop sees
- Came From: the portal or app, or WhatsApp
- Back office: Market > Retailers > Retailer Orders
Retailer schemes
- A scheme is Given On dealer orders or retailer orders
- Retailer schemes run by the dealer's group and the shop's area, between their dates
- Free goods come as free lines; the best slab or value discount is taken on the item
- Their cost counts on the scheme's budget; the dealer gives it and claims it back as usual
Loyalty points
- Value for One Point: 100 to start with, per Entity
- Points are earned on every submitted secondary sales line with a shop, from the portal, uploads, retailer orders or dealer billing
- A line removed (a month read again) takes its points back
- Ledger of points: earned, redeemed and adjusted, under Market > Retailers > Retailer Loyalty > Loyalty Points
Gifts
- Gift catalogue under Configuration > Products and Prices > Loyalty Gifts: name, points, picture, description, per Entity or for all
- A request is refused when the shop has too few points, and checked again on approval
- Statuses: Draft, To Approve, Approved, Given, Rejected; a rejection needs a reason
- Requests under Market > Retailers > Retailer Loyalty > Gift Requests
Who uses it
Shop ownerOrders from the dealer, cancels while it waits, follows orders and asks for gifts.
DealerConfirms, refuses or delivers shops' orders on the dealer portal.
Distribution ManagerSets retailer price lists and schemes, the gift catalogue, and approves gift requests.
Area managerFollows retailer orders and the points of the shops in the area.
Where you use it
- Retailer portal: Shop (New Order, My Orders) and Points, on any phone browser
- Dealer portal: Retailer Orders
- Web: Market > Retailers > Retailer Orders and Market > Retailers > Retailer Loyalty
- WhatsApp: shops can order the same way when WhatsApp ordering is open to retailers
- The SmartMy Distribution app: an order a salesman takes at a shop goes to its dealer as a dealer order. The shop's name is in the note
- Not a retailer app: shops use the page in the browser
What you control
Settings
- Retailer Price List per dealer group (empty: the item's sales price)
- Loyalty: Value for One Point, 100 to start with
- Gift catalogue with the points each gift needs
- Schemes Given On Retailer Orders, by dealer group, area and dates
Approvals
- Gift request: one chain per Entity; distribution managers to start with, with levels you add
Notifications
- Approvers of a gift request: Request Waits for Your Approval, in the app and as a phone notification or email
- No message to the dealer when a shop orders, or to the shop when the dealer decides: both see it on their portal pages
Questions
Do retailers need an app?
No. The shop's page opens in any phone browser with its portal login. Shops can also order on WhatsApp when you open WhatsApp ordering to retailers.Who confirms a shop's order?
The dealer who serves the shop, on Retailer Orders in the dealer portal. The dealer can confirm, refuse with a reason, or mark it delivered.Does the dealer get a message when a shop orders?
Not yet. New orders wait on the dealer's Retailer Orders page, and the shop sees the decision on My Orders.How do shops earn points?
On every secondary sales line that names them, whichever way it came in. One point per 100 of value to start with; you set the value per Entity.Related features
SCHEMES AND DEALER SALESDealer stock and secondary salesEach dealer's closing stock and its sales to retailers, item by item, reach you from the dealer portal, an Excel sheet or your office. Sell-through shows what really left the dealer's shelf, and primary sits beside secondary for every dealer and item.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.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.RETAILERS AND FIELD SALESNew retailers and the outlet censusA salesman pins a new shop at its door, or a dealer names one on its portal or in its sales. Each is checked for duplicates and waits for an area manager.MARKET INTELLIGENCEDealer loyalty pointsDealers earn points on every bill you post to them and take them as gifts from your catalogue or as a credit note. Each request goes through your approval chain, and dealers follow it on the portal.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.
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.