Worksheet

Scheme rule card and claim check

A one-page template in two halves. The top half is the rule card with rule number, products, stockist class, dates, slab table, benefit, stacking note and approver. The bottom half is the claim check, a table of stockist, invoice numbers, eligible quantity, calculated benefit, claimed benefit, difference and reviewer initials.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Scheme and discount setup for stockists without margin leaks”, www.gullysystem.com/blog/scheme-and-discount-setup-for-stockists-without-margin-leaks