Credit, commissions, lots & returns
The financial and traceability spine of the channel: control distributor credit, pay reps and distributors commissions, trace lots, and take back returns.
When to use
Use this when you set or review credit limits, run the monthly commission, register incoming lots, or process goods coming back from a distributor.
Before you start
- Permissions:
credit:readandcredit:writefor credit;lots:readandlots:writefor lots;distribution_returns:readanddistribution_returns:writefor returns;distribution:readanddistribution:writefor commissions. - Toggles: none for this app.
- Lots need a warehouse, and a duplicate lot number is rejected.
Statuses
| Object | Status flow |
|---|---|
| Return | Pending, then Approved or Rejected; Approved, then Received (back in stock), then Credit issued |
| Commission | Draft, then Approved, then Paid |
Steps
Control credit
Distribution → Credit lets you set credit limits, view aging, and export CSV. Outstanding balance is calculated from open invoices.
Track lots
Register lots (stock received via the stock ledger, with CSV import) and track near-expiry lots in Distribution → Lots.
Pay commissions
Distribution → Commissions calculates monthly commissions by distributor tier (fixed rates), approves them, and marks them paid. Marking paid only changes the status; it creates no payment voucher.
Handle returns
Distribution → Returns approves returns, receives goods back into stock, and issues a draft credit note. Approval can be done in bulk, and a return can be printed as PDF.
Tips & common mistakes
- Credit used comes from open invoices, so settle invoices in Accounting to free up the limit.
- Commissions are calculated on paid distribution orders, and there is no screen to create those yet, so the amount is often 0.
- The credit note is created as a draft with zero tax; Accounting must complete it.
- The credit note is issued only once per return.
- Receiving a return puts goods back through the stock ledger, into the right lot if one is given.