1 / 38

Sales Out Report

Sales Out Report. Galia Tsabar. Table of contents. Objectives and Distributor Benefits Sales Out report POS claim process Partner map and Sales out report Orientation Submitting claims Claim follow up Missing credit line Filtering tools Search tools Line Status

lbatts
Download Presentation

Sales Out Report

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Sales Out Report Galia Tsabar

  2. Table of contents • Objectives and Distributor Benefits • Sales Out report • POS claim process • Partner map and Sales out report Orientation • Submitting claims • Claim follow up • Missing credit line • Filtering tools • Search tools • Line Status • POS claim SLA • Partner map access

  3. Objectives and Distributor Benefits The Sales out report is designed to give distributors an accessible and easy-to-use tool for submitting and managing POS claims to Check Point. • The report gives full visibility to the complete cycle of the Stock sales - from purchase through sale out to payment. • All required information for POS claims with Check point is included in the Sales out report. • Credit calculation is based entirely on information provided by the Distributor in the Online POS tool. • The report shows online payment status for each appliance sold from Stock.

  4. Sales Out Report – General Description • Using the Online POS tool, every sale-out from stock is finalized by moving the relevant product to an End user UC account, and providing reseller and NSP information to Check Point. • Each move from Stock creates a credit line in the Sales out report, calculated based on the information provided in the Online POS. • Credits are added to the Sales out report according to the date they were moved out from stock. • Submitting a claim automatically creates an SR to Check Point which will be paid to the Distributor by credit if approved. • Disputed lines will be updated by Check Point according to Distributors comments so they can be approved and paid.

  5. POS claim process Online POS move = Sale out credit line Check Point Distributor Approve credit + submit claim Approve credit + submit claim Dispute Update Payment

  6. Partner map - Orientation • Sales out report is found under the Distributor tools tab. • Default view shows products moved during the previous month.

  7. Sales out Report - Orientation • Search tools and filtering tools

  8. Sales out Report - Orientation • Graphic summary of report by current display

  9. Sales out Report - Orientation • Action text and check boxes: Green for approving, red for disputing with comments required.

  10. Sales out Report - Orientation • Original Stock PO details: Serial number and SKU

  11. Sales out Report - Orientation • Online POS Details provided by Distributor when moving product out from Stock UC

  12. Sales out Report - Orientation • Full Credit calculation, type and amount of discount applied.

  13. Sales out Report - Orientation • Line Status and credit SO number for paid lines

  14. Submitting claims Check approve or dispute for all lines that are ready to be claimed.

  15. Submitting claims Check approve or dispute for all lines that are ready to be claimed. Add clear comments for disputed lines.

  16. Submitting claims Check approve or dispute for all lines that are ready to be claimed. Add clear comments for disputed lines. Edit Distributor reference field if needed

  17. Submitting claims Check approve or dispute for all lines that are ready to be claimed. Add clear comments for disputed lines. Edit Distributor reference field if needed Click on submit claim to Check Point.

  18. Submitting claims Check approve or dispute for all lines that are ready to be claimed. Add clear comments for disputed lines. Edit Distributor reference field if needed Click on submit claim to Check Point. Confirmation for submitting an SR for POS claim will be displayed:

  19. Submitting claims You can always save your work without submitting the claim to Check Point by clicking on “Save for later”.

  20. Submitting claims You can always save your work without submitting the claim to Check Point by clicking on “Save for later”. You can change or remove the approve / dispute buttons before submitting a claim.

  21. Submitting claims You can always save your work without submitting the claim to Check Point by clicking on “Save for later”. You can change or remove the approve / dispute buttons before submitting a claim. To export and extended Sales out report use “export to Excel” option.

  22. Claim follow up • Once a line has been claimed the relevant SR number is displayed in the comments text box.

  23. Claim follow up • Once a line has been claimed the relevant SR number is displayed in the comments text box. • Status of lines is updated when submitted, updated and paid. Credit SO number is shown next to the status paid.

  24. Claim follow up • Once a line has been claimed the relevant SR number is displayed in the comments text box. • Status of lines is updated when submitted, updated and paid. Credit SO number is shown next to the status paid. • To follow up on SR’s use the search tool or contact SOS@checkpoint.com.

  25. Missing credit line • If you cannot find a credit line for an appliance which has already been moved out from Stock a request to create can be submitted to Check Point. • Click on missing credit line button.

  26. Missing credit line • If you cannot find a credit line for an appliance which has already been moved out from Stock a request to create can be submitted to Check Point. • Click on missing credit line button. • Type the MAC or serial number of the appliance

  27. Missing credit line • If you cannot find a credit line for an appliance which has already been moved out from Stock a request to create can be submitted to Check Point. • Click on missing credit line button. • Type the MAC or serial number of the appliance • Click OK to confirm the details, SR will be submitted

  28. Missing credit line • If you cannot find a credit line for an appliance which has already been moved out from Stock a request to create can be submitted to Check Point. • Click on missing credit line button. • Type the MAC or serial number of the appliance • Click OK to confirm the details, SR will be submitted

  29. Missing credit line • If you cannot find a credit line for an appliance which has already been moved out from Stock a request to create can be submitted to Check Point. • Click on missing credit line button. • Type the MAC or serial number of the appliance • Click OK to confirm the details, SR will be submitted • If the appliance was not moved out from Stock a message will displayed. The credit line will be added automatically after the appliance is moved out using the Online POS tool

  30. Filtering Tools • The report can be sorted and filtered to change the default view in various ways. • To apply any change of filter view click find.

  31. Filtering Tools • Use the date filters to display products moved by selected range of dates.

  32. Filtering Tools • Click on any column header to sort the report by this column.

  33. Filtering Tools • Use the status drop down menu to display lines by selected status (see slide 35).

  34. Filtering Tools • Check to display only lines pending action on the Distributor side (new or unclaimed).

  35. Search Tools • Use the “Search For” box for free text search of any number(s) or character(s) within the current view (if a filter is applied the search will be limited to the filter results). • Type the string you are looking for and click find. • All instances of the text you searched for will be highlighted in yellow. • To show all lines delete the text and click find again

  36. Sales out report – Line Status New Approved by Distributor In Dispute Updated Paid Approved (not submitted) In Dispute (not submitted) • Line has not been treated at all. • Line has been approved and claimed; SR number is displayed. • Line has been disputed and claimed; SR number is displayed. • Disputed line which has been updated by Check Point. • Credit paid, Credit SO number is displayed. • Line has been approved but NOT submitted to Check Point. • Line has been disputed but NOT submitted to Check Point.

  37. POS Claim - SLA • Claims will be open for one quarter. If not claimed after 90 days they will be approved and cleared automatically. • Check Point will pay credit for approved claims within 10 business days. • Check point will reply to disputed claims within 20 business days. • Disputed claims do not expire.

  38. Partner Map access To get access to the Sales Out report use the partner contacts section under partner info tab. • Find the contact person and click on the permissions icon. • Select level of permission (None / View / Edit) Check Point Distributor

More Related