How to set up a secondary sales scheme in ClaimDS
A step-by-step walkthrough for creating a secondary sales scheme in ClaimDS — from picking the partners and period to defining slabs and going live.
A secondary sales scheme rewards what your distributor sells through to the next tier, not just what they buy from you. This tutorial sets one up end to end. You will need one distributor and a few materials already in your master data — if you do not have them yet, the live demo comes pre-loaded.
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Step-by-step
Open Agreements and start a new scheme
From the left menu, go to Agreements and click New. Choose Secondary scheme as the type. A secondary scheme rewards sell-through from your distributor to the next tier (dealers / retailers), so it sits on top of your primary sales agreement.
Choose the counterparty and sales area
Pick the distributor (or distributor group) the scheme applies to, and the sales area — the Sales Org, Distribution Channel and Division — so the scheme only matches the right transactions. If the scheme runs for many partners, set it at the group level rather than one by one.
Set the validity period
Enter the scheme's start and end dates. ClaimDS only accrues against transactions that fall inside this window, so getting the period right is what keeps your liability accurate. Leave the end date open-ended only if the scheme genuinely has no close date.
Pick the basis and the materials
Choose what the scheme is measured on — quantity or value — and which materials (SKUs or material groups) qualify. This is the base the slabs are calculated against. Exclude any SKUs that should not earn the scheme.
Define the slabs
Add the reward tiers. For each slab, set the from–to band and the rate. For example 0–1,000 units at 1.0%, 1,001–5,000 at 1.5%, and 5,001+ at 2.0%. ClaimDS automatically applies the slab that matches each period's volume, so you never look it up by hand.
Review the preview and activate
Use the preview to check how the scheme would accrue against recent volume — confirm the slabs and rates look right. When you are happy, activate the scheme. From that moment it accrues automatically as transactions land.
Watch it accrue and settle
As secondary sales come in, ClaimDS builds the accrual continuously, so you always know what you owe. When it is time to settle, the scheme feeds straight into claim reconciliation and a GST-compliant credit note — no separate spreadsheet.
Want a hand setting this up?
Book a demo and we'll walk through it on your own data — or just talk to us.
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