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Calculation · Complex schemes, shown to partners and your sales team

Scheme Calculation Engine

Every scheme calculated daily from your ERP, and shown on the app.

Paste a circular, check the configuration, and the engine calculates every dealer on every live scheme from your invoices, every day. Partners see their position on the app; your sales team sees every partner's position and next target on theirs.

  • Circular to live scheme in minutes
  • Daily calculation, returns netted off
  • Same numbers for partner, sales team and finance
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Complex schemes, shown to partners and your sales team: Unotag Scheme Calculation Engine
How it works

The scheme calculation engine, step by step

From circular to credit note
  1. 1CircularPasted as text
  2. 2Configure16 scheme kinds
  3. 3InvoicesFrom your ERP daily
  4. 4CalculateEvery partner, every scheme
  5. 5ShowPartner app and sales app
  6. 6SettleCredit note or UPI
Complex schemes, shown to partners and your sales team using Unotag
What's inside

Built for complex schemes, shown to partners and your sales team

Circular to configuration

AI structures a pasted circular into one of 16 scheme kinds; a person checks the preview.

Integrated with your ERP

Invoices, returns and credit notes from SAP (all versions), Oracle, Microsoft Dynamics, Tally, Zoho, ERPNext, LOGIC ERP, eZee or any other ERP, or Excel upload.

Combined next target

One purchase figure that opens the most value across all of a partner's schemes.

Sales team view

Each sales officer sees every partner's position, gaps and the dealers closest to a slab.

Circular examples as tests

Worked examples from each circular run as automated tests before go-live.

Approvals and ledger

Holds, caps and overrides recorded; credit-note file or UPI on approval.

Watch

The Scheme Calculator

The Scheme CalculatorThe Unotag scheme calculator: how dealer and retailer scheme payouts are calculated from invoices, and how a dealer checks what more purchase would earn.
FAQ

Scheme Calculation Engine: common questions

Can it calculate our complex schemes?

Sixteen scheme kinds cover slabs, growth, milestones, targets, collection, cash discount, short windows, new dealer, star rating, share of wallet and in-kind schemes, with combo bonuses, backdating and clubbed dealer codes.

Which ERPs does it integrate with?

SAP (all versions), Oracle, Microsoft Dynamics, Tally, Zoho, ERPNext, LOGIC ERP, eZee and any other ERP or CRM, plus Excel upload.

Who sees the calculation?

The partner sees his own schemes and next target; the sales team sees all their partners; finance approves from the same numbers.

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Dealer scheme engine

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Incentive calculation made easy

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Scheme payout formulas

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Every incentive, calculated and shown.

Dealers, retailers, channel partners and your sales team see the same numbers, every day. Send us one scheme or one sales plan and we will show it running on your data.

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