Net sales (sales − returns) from the uploaded sales reports.
New Loyalty Scheme
Fill in the retailer's scheme details. It will go to the Sales Supervisor first.
Scheme Setups
Each setup defines the tiers (Scheme Amount / Month → Scheme Reward + Display Reward) for one
Brand and one customer-code prefix, e.g. GT Bippi applies to Bippi schemes for customers whose code starts with GT.
Setups are submitted by the Sales Manager and approved by the Commercial Director.
Each setup takes effect from its Effective Month: a new scheme uses the tiers that were effective
in its Start Month, so older setups keep serving older start months until the Director marks them Superseded.
New Scheme Setup
Add the tiers, then submit for Director approval.
Brands
The master Brand list used by the New Scheme form, Scheme Setups and the sales report
mappings. Renaming a brand updates it everywhere (schemes, tier setups, mappings, rules).
Disabling a brand hides it from new submissions only — existing schemes keep working.
Other is built-in and always available.
Purchase Counting (Sales Report)
Controls how uploaded sales invoices fill in scheme purchase amounts.
Each mapping says: invoices with this Principle count toward this Brand, for invoice
months inside the effective range. Unmapped principles are never counted — they appear in the
Unmatched report instead.
Customers
The customer master list used by New Scheme and Display Allowance forms.
Team Members
Add accounts, assign a Salesman Code to each Sales Rep, and assign the codes covered
by each Supervisor, Manager, Accountant and Sales Admin (they only see schemes under their assigned
codes; a Sales Admin with no codes assigned sees everything). Visible Brands limits which
brands a Supervisor or Manager sees on the Sales Dashboard.
Salesman Codes
Add or edit the master Salesman Code list. Use one code per line, format like S017.
Add User
Telegram Alerts
Connect a Telegram bot so the team gets instant alerts for rejections and comments.
Create a bot with @BotFather in Telegram (send /newbot), then paste the token here.