Paint Company Schemes and Claim Records

Paint companies run schemes on purchase slabs, targets and painter loyalty. This module holds each scheme, the purchases that qualify under it, and the claim raised afterwards.

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Kinds of scheme a dealer sees

Slab and quantity schemes

Buy a stated quantity of a product group within a period and a rate benefit follows. The quantity bought so far reads against the slab. Nobody has to add it up.

Target schemes over a quarter

A target is set for the quarter, often by product group. Purchases received against depot orders add up towards it, and the shortfall shows early enough to act on.

Painter and loyalty schemes

Companies reward painters for the products they use. The shop records which painter was enrolled and what was billed to him, so a query can be answered.

Display and in-shop offers

Shade card stands, boards and consumer offers arrive with their own terms. They are held with dates. An expired offer is not quoted.

From qualifying purchase to credit note

Each scheme is entered once with its period, its product groups and its terms as the company circular states them. Purchases received in that period are marked against the scheme, by hand or by product group. When the period closes, the claim is put up with the figures the shop can show. It is then followed until a credit note arrives from the company, and the note is matched against what was claimed. A gap between the two is recorded, not smoothed over.

Who uses the claim register

The owner

Reads which schemes are running, what has been bought towards each, and which claims are still waiting.

Purchase staff

See the shortfall against a target before the next depot order goes out, so buying and schemes are read together. One screen, both figures.

The accounts person

Matches arriving credit notes to claims. Anything short of the figure put up is flagged for the owner.

What the company decides

Scheme terms, periods and product groups are set by the paint company.
What a claim is finally allowed rests with the company, not the software.
Dealer portals are not connected; the claim is filed there as you do now.
Accounting treatment of a credit note is for your accountant or advisor.

FAQ

Frequently asked questions

Does it file the claim with the company?

No. You file it as you do today, and the register holds the figures, the date filed and the reference given.

Can purchases be marked against two schemes at once?

Yes, where the company terms allow it. The register keeps both markings, and the figures read separately for each scheme.

How is a short credit note handled?

Entered at the amount actually received, with the difference against the claim left visible for the owner to take up.

Are painter scheme points calculated here?

No. Points belong to the company programme, and the shop keeps only what it billed to each enrolled painter.

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