Channel Compliance Drafter agent
Designed to draft the monthly secondary-sales, rebate and MDF (market development funds) pack for a manufacturer, using your own records.
Validated with each clientWhat does Channel Compliance Drafter replace? The work of a channel or partner manager: preparing the monthly secondary-sales and rebate pack for a manufacturer. Designed to draft the monthly secondary-sales, rebate and MDF (market development funds) pack for a manufacturer, using your own records.
Shows why
Every draft comes with its reasons and how sure the agent is. If it is unsure, it only offers a suggestion.
Waits for you
It does not file, pay or post anything until a person says so.
Gets reviewed
Your approvals and corrections are recorded, so you can see how well it does on your books.
A day with Channel Compliance Drafter
This agent is described as it will work and is set up and checked with each client. Its nearest building blocks in the app today are a sales tie-out and a claim check. The steps below show how they come together for a channel partner.
- The month closes. Your channel manager has the month's invoices to dealers and the manufacturer's own sales and scheme figures.
- You supply the manufacturer's side. Scheme terms, claim deadlines and the manufacturer or distributor-system (DMS) figures are typed in or pasted. Kinnow has no live feed from them today.
- Sales are matched item by item. Kinnow matches what you invoiced with the manufacturer's figures and lists each difference as quantity, amount, in your books only, or in theirs only.
- Each claim is checked. A scheme claim is tested against the scheme terms and what was actually invoiced, then marked accept, dispute or needs review.
- A draft pack is assembled. Claims are put together by deadline into one draft pack.
- Your channel manager reviews and sends. Kinnow files and sends nothing. You send the pack to the manufacturer yourself.
What it reads and what it hands back
| What it reads | What it hands back | Where it lands |
|---|---|---|
| Your invoices for the month | Matches and differences against the manufacturer's figures | A tie-out list for the channel manager |
| Scheme terms and the manufacturer's figures, typed in | Each claim marked accept, dispute or needs review, with reasons | The same list |
| The claims to be made, with deadlines | A draft pack ordered by deadline | A draft for the channel manager to send |
See a monthly secondary-sales tie-out on your data. Send us one month of invoices and the manufacturer's statement.
What a person decides
Nothing is filed, paid or posted without a person. Claims go out under your name, so a person checks every line.
- You supply and confirm the scheme terms. Kinnow marks every result as unverified against what you typed in.
- You decide what to claim or dispute. The agent proposes; it does not accept, reject or pay a claim.
- You send the pack. Kinnow does not file or send anything to the manufacturer.
Ask Kinnow about this
Ask Kinnow answers from your own records and shows its source and cost before it runs. What you get back depends on what has been recorded.
| You might ask | What the answer shows |
|---|---|
| Which items differ from the manufacturer's sales figures this month? | The items, with the quantity and amount that differ. |
| Which claims are close to their deadline? | The claims, the scheme and the date by which each must be filed. |
| Which scheme claims should we dispute? | Claims that do not fit the scheme terms, with the reason. |
Ask us to run one month of your channel claims through the tie-out.
Works with
- Buy: the application this agent is listed under
- Sell: invoices and the sales tie-out and claim checks
- OEM Rebate Reconciler: planned: checks rebates and funds expected against settled
Questions
What does the Channel Compliance Drafter agent do?
Designed to draft the monthly secondary-sales, rebate and MDF (market development funds) pack for a manufacturer, using your own records.
Does Channel Compliance Drafter act on its own?
No. Channel Compliance Drafter hands back a draft of the monthly secondary-sales, rebate and MDF pack built from your records, with its reasons, and a person approves before anything is posted, filed, sent or paid.
Does Channel Compliance Drafter learn?
Yes. Each time you approve or reject a draft pack, Kinnow records it against how sure the agent said it was, so you can see how it is doing on your books. Your corrections are kept as feedback.
How is it paid for?
It is part of your agent pack, and there is no charge per user.
Where does the manufacturer's data come from?
You type or paste it in. Kinnow has no live feed from a manufacturer or a distributor system today.
Does it submit the claim?
No. It assembles a draft pack by deadline. A person reviews it and sends it.
Tell Kinnow what slows you down.
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