Replace Excel-based scheme communication and quarterly slab settlements with a real-time engine that dealers see live on their phone — and ASMs see across territories.
Drag-and-drop scheme builder. Stack volume + mix + growth + festival multipliers. Multi-period, retroactive, claw-backable.
Auto-generated dealer letters in regional language. WhatsApp delivery + e-sign. Real-time progress dashboard for every dealer.
Dealer sees live: "you're ₹2.4L away from Gold tier — 6 days left." ASM sees territory roll-up with at-risk dealers flagged.
Quarterly cut-off: settlement engine processes 18K dealers in 14 minutes. Approve/exception flow with audit trail.
Credit notes auto-issued in ERP (SAP/Oracle/Tally). Dealer receives e-statement on WhatsApp with line-item breakdown.
Volume slabs — flat or stepped, with optional retro reset
SKU-mix slabs — bonus % when premium-mix exceeds threshold
Growth slabs — % over LY same-quarter performance
Geography boosters — extra % for hard-to-penetrate territories
New-SKU push — first 6-month launch acceleration schemes
Festival/seasonal — auto-apply by region calendar
Real-time API + nightly reconciliation modes
Automatic credit-note generation with multi-GST handling
Multi-entity (group company) settlement support
TDS/TCS-aware payouts with Form 16A generation
Disputes workflow with field-team escalation
CFO-ready audit log — every change attributable & reversible
A dealer incentive engine is software that calculates every dealer's scheme earnings from sales data automatically, instead of in spreadsheets after the period closes. Unotag configures the slabs, shows each dealer live progress on their phone, calculates the settlement at cut-off and passes the result to the ERP as credit notes.
Unotag calculates volume slabs (flat or stepped), SKU-mix slabs that pay a bonus when premium products cross a threshold, growth slabs measured against the same period last year, and festival or geography multipliers. These can be stacked in one scheme and run across multiple periods.
Each dealer sees live progress on their phone, including how far they are from the next slab and how many days remain in the scheme period. Area sales managers see the same data rolled up by territory, with dealers at risk of missing a slab flagged so the field team can act before the period ends.
At the cut-off date the settlement engine calculates every dealer's earning, routes exceptions through an approval flow with an audit trail, and issues credit notes in the brand's ERP such as SAP, Oracle or Tally. The dealer receives a statement on WhatsApp with a line-by-line breakdown.
Most disputes come from dealers not knowing how an earning was calculated. When the scheme letter is delivered and e-signed digitally, progress is visible every day and the final statement shows each line of the calculation, the dealer can check the number themselves, so fewer claims are contested after settlement.