Adding products, price lists and discount levels
Products carry category, brand and pack size. Prices live in lists per company, distributor and group. Four discount levels apply automatically, then a manual discount on top.
Define products, prices, discounts and tax once at head office. Every order booked on the app and every invoice raised in the portal then follows the same rules.
Products
Category, range, brand, group and SKU, with variants and pack sizes. Bulk upload from Excel is available for the first load and for later changes.
Price lists
Company prices, distributor prices and price groups. A distributor can carry its own prices over the national chart. Price and discount changes wait for approval and notify the approver by email before they go live.
The order discounts apply in
- Item and group schemes.
- Trade activation tiers.
- Customer-specific discounts.
- Order-value slabs.
- Then, if the user is allowed one, a manual discount on top, within the ceiling you set for that user by percentage and value.
Free goods and tax
Scheme items are selected at booking and tracked separately from paid stock. GST applies by the customer's registration status, with advance tax and non-filer rates where they apply, and your NTN and STRN print on the slip.
More on Sales & distribution
Setting up geography and hierarchy
Regions, areas, territories and towns, and the managers and reps who own them. Access and reporting both follow this structure.
Onboarding a distributor
Create the distributor, set opening stock, add their users and decide what they can see. Most distributors are live within a week of the company being set up.
Building a journey plan and approving changes
Permanent journey plans define each rep's route by day. Reps request changes; managers approve them. The plan feeds visits, coverage reports and the rep's daily map.