Resources
Free, practical tools for running a distributor channel -- useful with or without WorklikeGenie.
Beat plan Excel template
The exact column layout WorklikeGenie's own Beat Plan Excel import uses -- Date, Day, RSO Name, Market/Beat Name, Retailer Name, Retailer Code, Average Monthly Business, Frequency, Week Pattern and Start Month, with an example row and an instructions tab.
Download the template (.xlsx)Distributor ROI calculator
Work out a distributor's return on investment from stock, outstanding, expenses and margin -- the same formula (Investment → Expenses → Gross Profit → Net Profit → ROI) WorklikeGenie's own Distributor ROI report uses. Nothing you type here leaves your browser.
Investment
Monthly expenses
Gross profit inputs
Investment
₹0
Expenses
₹0
Net profit
₹0
ROI
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Net profit = Gross profit − Expenses. ROI = Net profit ÷ Investment. This mirrors the formula WorklikeGenie's Distributor ROI report uses -- inside the app, Stock Value and Payment Outstanding are pulled automatically from your own billing data instead of typed in by hand.
Billing reconciliation checklist
Eight steps for reconciling SAP invoices against distributor and retailer billing records.
- 1.Pull both sides first: your SAP invoice export and the distributor/retailer's own billing records for the same period.
- 2.Match by invoice number, not just amount -- two different invoices can land on the same value by coincidence.
- 3.Age every open item separately (0-30, 31-60, 61-90, 90+ days) rather than reconciling one blended outstanding total.
- 4.Check credit notes and debit notes against the invoice they relate to, not as a standalone list.
- 5.Flag mismatches by type -- missing invoice, duplicate invoice, amount mismatch, wrong tax -- so the same issue doesn't recur.
- 6.Reconcile scheme/claim amounts separately from the base invoice value; they're earned on different logic and get mixed up easily.
- 7.Re-run the match after every correction, not just once at the end -- a single fix can resolve several apparent mismatches at once.
- 8.Keep a dated record of what was reconciled and when, so the next cycle starts from a known-clean baseline.
Want this automated instead of manual?
WorklikeGenie runs billing reconciliation, beat plan reporting and distributor ROI directly from your real data, continuously -- not as a one-off spreadsheet exercise.