Returns, damages and expiries: who books, who confirms
The rep books a return, damage or expiry at the outlet. A manager confirms it before it counts against stock and sales.
Goods come back for three reasons: the customer returns them, they are damaged, or they have expired. Targets records each separately and requires a manager to confirm before anything counts.
At the outlet
The rep selects return, damage or expiry on the visit screen and books the quantity against the order or the SKU. The record is saved on the phone and uploaded with the day.
Confirmation
A manager reviews the booking. On confirmation the status changes from return to returned, damaged to confirmed damaged, or expired to confirmed expired. Only then does stock move back into the distributor's warehouse and the sale reverse.
In the numbers
- Net sales are delivered orders less confirmed returns.
- Target achievement counts returns as negative, so a rep who books 10,000 and returns 2,000 has achieved 8,000.
- Damages and expiries are reported on their own, so you can see which SKUs and which outlets produce them.
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.
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.
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.