Products · Scheme management for ERPNext

Scheme management for ERPNext

Define a dealer scheme once: who qualifies, on which items, measured how, in which slabs. It applies on the order, accrues from invoices and settles by credit note.

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For: Manufacturers that sell through distributors and dealers
Runs on: ERPNext
Licence: MIT

Scheme to credit note

Scheme
Sales
Slab reached
Claim
Credit note

Illustrative records · one dealer, one scheme

The problem

Dealer schemes are run in spreadsheets: quantity slabs, targets, cash discounts, free goods. Payouts are worked out at quarter end, argued over and booked late, so the liability is never visible while the scheme runs.

What it does

Seventeen standard scheme typesAmong them quantity, value and tonnage slabs, free goods, early booking, price protection, turnover discount, cash discount, targets, growth and gifts
Eligibility by customerCustomer group, territory or sales person, with include and exclude rules
Qualifying items, item groups or brands, eachWith a weightage
Slabs that pay retrospectivelyIncrementally or per unit, measured in quantity, value, tonnes, target achievement, growth or payment days
Budgets, per-customer caps, minimum payouts and a hold for customers with overdue invoices
Simple on-invoice schemes become ERPNext pricing rules; the rest apply on quotations, sales orders and invoices
Daily accrual from submitted invoices, net of returns,With a provision journal
Settlement by GST credit note or financial credit noteReversed in full if cancelled
Reports for scheme progressScheme liability and the accrual register

How it works

Pick a scheme type and set eligibility
Qualifying items, slabs and validity
Submit the scheme; on-invoice benefits apply as orders and invoices are made
Accruals build up daily from invoices
And the provision is posted
At period end
Settle the accruals as credit notes in one batch

What we built, and what is still open

Built with automated tests for the slab and scheme engines
Not built yetclaim-based schemes filed by dealers, points and loyalty, and TDS posting under section 194R
Not yet running at a client

Works with

ERPNext

FAQ

Does it replace ERPNext pricing rules?

Simple on-invoice schemes are compiled into ERPNext pricing rules. Slabs, targets, growth and the other period schemes run in the app.

Can dealers file claims?

Not yet. Schemes are worked out from your own invoices; dealer-filed claims are not built.

How is the scheme paid out?

As a GST credit note or a financial credit note, created in one settlement batch. Free goods and gifts are marked settled without a document.