Schemes live in the dealer's basket
As 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.
PLANSFrom GrowthWith SmartMy Desk
The problem it solves
- Dealers learn about a scheme from a circular they never read, and order 8 cases when 10 earned a higher slab.
- The dealer sees the discount only on the invoice, and calls to ask why it differs.
- Your salesman spends his visit explaining slabs instead of taking the order.
How it works
- Set up your schemes in Schemes and Claims > Schemes: free goods, quantity slabs or a value discount, by dealer group and area.
- The dealer opens New Order on the portal. An empty basket lists up to 5 schemes running for it, with their end dates.
- As the dealer types quantities, the basket is priced at its own price list. The scheme box under the items updates within a moment.
- The box shows what each item gets, the scheme discount, the free goods' worth and the total before tax.
- Under Get More it lists up to 6 next steps, cheapest first: 6 more (1,200) of Tea 250 g: 2 free.
- The dealer places the order. The same rule applies the schemes again, so the order matches the basket.
- On the Schemes page the dealer follows each scheme over its period: bought so far, slab reached, next slab, received.
Everything it does
What the basket shows
- Schemes in this order: each item with badges such as 5% off or 2 free, with the scheme's name
- Items, Scheme discount, Free goods worth and Before tax
- Get More: up to 6 next steps (one more free lot, a higher slab), smallest value first; whole packs read as 1 Case (12)
- A higher slab is offered only when it beats the discount the item already gets
The scheme rule
- One rule prices the basket and the placed order
- Free goods schemes add up; of slab and value discounts, the item gets the best one
- On an order, a slab is reached by the item's own quantity on its line
- A scheme fits by item or category, dealer group and area (those below included), entity and dates
- A scheme whose budget is spent is no longer offered or given
- Slab schemes over the period give nothing per order; they are settled at the end
The Schemes page
- Every scheme running for the dealer: kind, dates, terms and up to 8 items or categories
- Free goods: Buy 10, get 1 free, and how many more for the next free lot
- Slabs: each as 100+ : 3%, the reached one highlighted, and the next slab
- Bought in the period (quantity and value), a progress bar, and what was received
Elsewhere
- Back office: Apply Schemes on a draft dealer order, and again on Confirm
- Salesman app: schemes apply when the order is placed
- WhatsApp ordering (Scale): the basket with schemes and the next step, by the same rule
Who uses it
DealerSees schemes apply as it types, tops up to the next slab, and follows its progress.
Distribution managerCreates the schemes, slabs, groups, areas, dates and budgets.
SalesmanPoints the dealer to the portal instead of explaining slabs by phone.
Where you use it
- Dealer portal: New Order (the scheme box under the items) and the Schemes page
- Web: Distribution > Schemes and Claims > Schemes, and Apply Schemes on a draft dealer order
- WhatsApp: the dealer's basket with its schemes, with WhatsApp ordering (Scale)
- Not in the salesman app as a live box: schemes are applied when the order is placed
- Not in a dealer app: there is no dealer app; dealers use the portal on any phone browser
What you control
Settings
- Scheme kind: Free Goods (Buy 10, Get Free 1 to start with), Quantity Slabs or Value Discount
- From (today to start with) and To (empty: open); dealer groups and areas (empty: every dealer)
- Slabs: From Quantity and Discount (%); Slab Reached: Per Order (to start with) or Over the Period
- Budget (empty: no limit) and Warn At 80 %
- Each dealer's price list, which prices the basket
Questions
Can the invoice differ from the basket?
No. The basket and the order use the same rule. The schemes are applied again when the order is placed, so a scheme that ended in between is left out.Can two schemes apply to the same item?
Free goods schemes add up. Of slab and value discounts, the item gets the best one. A discount and a free lot can both apply.Is a slab reached on the total of several orders?
On an order, each item's own quantity on its line reaches the slab. For a month's or quarter's total, set the scheme to Over the Period.Does the dealer see schemes meant for other areas?
No. Only schemes whose groups, areas, entity and dates fit the dealer show, and only while their budget lasts.Which plan has it?
Growth and Scale. Catalogue ordering and the credit warning are in every plan; schemes start in Growth.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.MARKET INTELLIGENCESlab schemes over a month or quarterA 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.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.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.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.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.
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.