🇵🇰 For distributors who work with T.O schemes

How to Set Up
Trade Offer (T.O) Schemes

T.O schemes get calculated automatically on every invoice once you set them up right — scope, rate, and rules, explained step by step, then how to claim the money back from the supplier.

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TajirBook / Trade Offer Schemes Setup
The Basics

What is a T.O scheme,
and how does TajirBook handle it?

A Trade Offer (T.O) is a discount a supplier gives on their product, which you pass on to retailers — instead of working it out by hand on every invoice, TajirBook calculates it automatically once a scheme is set up. Every scheme has two core choices: how wide it applies (Scope) and how the discount is calculated (Scheme Type).

Scope — how wide
  • 📦 Per Product — one specific product
  • 📚 Multiple Products — several at once, same rate
  • 🏭 Company-wide — everything from one supplier
Scheme Type — how calculated
  • Per Unit / Carton — flat PKR per piece
  • Per KG — flat PKR per kilogram
  • Percentage — % of trade price
  • Lump Sum — flat PKR per invoice
  • Slab — different rate per quantity range
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Step 1 of 5

Open the Scheme Form

T.O Schemes has its own screen in the sidebar. You'll need at least one supplier and one product already added, since both get picked while creating the scheme.

  1. In the sidebar, click T.O Schemes.
  2. Click + New Scheme.
💡 Already set up schemes before? Switch between Active Schemes and All Schemes at the top of this screen to find an old one.
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Step 2 of 5

Set the Scope and Supplier

Scope decides how wide the discount applies — get this right first, since it changes what the rest of the form asks for.

  1. Under Scope, choose Per Product (one product), Multiple Products (several at once, same rate), or Company-wide (everything from one supplier).
  2. Under Supplier, search for and pick the company giving the discount.
  3. If you chose Per Product or Multiple Products, pick the product(s) under Product.

What happens next: Company-wide skips product selection entirely — it applies to every product from that supplier, current and future.

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Step 3 of 5

Pick the Scheme Type and Rate

This is how the discount amount is actually calculated — five different ways, matching how different suppliers structure their trade offers.

  1. Under Scheme Type, choose one: Per Unit / Carton (flat PKR per piece), Per KG (flat PKR per kilogram), Percentage (% of trade price), Lump Sum (flat PKR per invoice), or Slab (a different rate depending on how much is bought).
  2. Enter the rate for your chosen type — Slab instead asks for quantity ranges with a rate for each.

What happens next: whichever type you pick, TajirBook applies it automatically the moment a matching invoice is created — no manual calculation, ever.

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Step 4 of 5

Set Dates and Advanced Rules

Dates control when the scheme is live. Advanced Rules are optional — skip them for a simple scheme, use them when a supplier's offer has real conditions attached.

  1. Set a Start Date. Leave End Date blank for a scheme with no expiry.
  2. Under Advanced Rules, set a Min Qty to Activate if the discount only kicks in past a certain quantity, and a Max Qty to cap how much of it counts.
  3. Use Apply To to restrict it to Filer, Non-Filer, Credit, or Cash customers only — or leave it on All Retailers.
  4. Set Can Stack with Other Schemes — Yes combines it with other active schemes, No keeps only the highest one, Best-of automatically picks whichever benefits the retailer most.
💡 Set a Max T.O Amount if the supplier has agreed to a rupee cap on the total discount, regardless of quantity.
💾
Step 5 of 5

Save and See It Work

Once saved, there's nothing else to do — the scheme runs itself from here.

  1. Click 💾 Save Scheme.

What happens next: the scheme is now active. Every matching invoice from any retailer, from this moment on, gets this discount calculated automatically — and the amount is tracked so you can claim it back from the supplier under Company Claims.

💡 T.O already given to retailers doesn't stay a cost forever — Company Claims totals up everything owed back to you per supplier, per date range, ready to submit.
FAQ

Common questions

A Trade Offer scheme is a discount or rebate a supplier gives on a product, which the distributor passes on to retailers. TajirBook calculates it automatically on every matching invoice instead of you working it out by hand.
Yes — choose Multiple Products to apply the same scheme type and rate to several products in one go, or Company-wide to apply it to everything from one supplier.
That depends on the Can Stack with Other Schemes setting: Yes combines both, No applies only the highest one, and Best-of automatically picks whichever benefits the retailer most.
T.O given to retailers is tracked automatically, and you claim it back from the supplier under Company Claims — a separate screen that totals up everything owed to you for a date range and supplier.
Yes — the Apply To setting under Advanced Rules lets you restrict a scheme to All Retailers, Filer Only, Non-Filer Only, Credit Customers Only, or Cash Customers Only.

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T.O by hand?

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