Dealer Schemes with Start and Stop Dates
Quantity slabs, free quantity, festival offers and exchange bonuses each carry a start and an end date. What was given is printed on the invoice as its own line.
Where scheme money leaks
A scheme with no end date keeps being claimed after it should stop. When a rate cannot be looked up, a clerk may allow it out of doubt. A stop date settles the question.
The kinds of scheme it holds
Settling a claim afterwards
Claims are raised against the invoice they belong to, with photographs where there is damage, and followed until settled.
- Claims sit against their bills, not in a WhatsApp thread
- A credit note closes the claim and moves the ledger
- Scheme and discount given, dealer by dealer, for the month
- The scheme a dealer was on when the order was placed
Frequently asked questions
A scheme our sales officer promised verbally is not in the system. Then what?
It does not exist here, and the invoice goes out without it. Someone decides whether to honour it and records that decision as a claim or a credit note.
Can two schemes run on the same item?
Yes. Each scheme carries its own start and end dates, so an overlap on one item shows on the scheme list, and the firm chooses which one applies before billing.
Does the dealer see the scheme before ordering?
Yes. The running scheme sits on the same screen as the dealer’s rate and the stock, which is what makes a late-evening order possible.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements