TL;DR For trade marketing and sales ops leaders in the Philippines who want scheme management software that shapes dealer buying over weeks, not one invoice at a time. It covers tiered targets, roll-up across order channels, and automatic settlement. All three matter in a trade where a dealer in Cebu and a distributor in Davao each juggle a dozen supplier schemes at once.
A period purchase scheme rewards a dealer for everything they buy across a window: a month, a quarter, a season. Not for one invoice. The dealer watches a running tally climb toward a target, earns a bigger reward at each slab, and gets a nudge before the window closes. Scheme management software runs that whole cycle on its own. A brand can keep dozens of schemes alive across Luzon, Visayas, and Mindanao without the ops team living in spreadsheets.
Think of period schemes as the middle ground between a one-off in-bill offer and an annual volume agreement. When the goal is to change how a Philippine dealer buys week after week, no lever in BeatRoute's Trade Promotion Workflows works harder.
Period schemes vs in-bill offers: what changes?
A period purchase scheme tracks cumulative purchases against a target across a set window and pays out when the dealer crosses it. The customer is a dealer, a distributor, or a large retailer. The brand picks the window to match how the category actually sells, and in the Philippines that rhythm bends hard around the Christmas season.
An in-bill scheme rewards one transaction. Buy 10 cases, get 1 free on this order. Quick to set up, easy to run, and forgotten the moment the invoice prints. The wholesaler who orders 10 cases every week orders the same 10 cases whether the offer exists or not.
A period scheme rewards a pattern instead. Forty cases across the month earns one reward. Sixty earns a bigger one. Now the dealer has a real reason to bring the category volume to you instead of splitting it across three suppliers. Splitting is what a Philippine dealer carrying a dozen competing brands does by default. BeatRoute's scheme management software configures, tracks, and settles these schemes without the manual work that normally kills them.
How tiering and roll-up mechanics work
Two mechanics carry every period scheme. Tiering decides how the reward grows with volume. Roll-up decides how orders from every channel land in one tally. Both sound simple. Both are easy to break in execution.
A ladder the dealer can see
A single flat target is a coin flip. Hit 50 cases or miss. The dealer who falls a few cases short gives up. The dealer who cleared it early stops buying. Either way, the scheme goes quiet.
A ladder fixes both ends. Say 30 cases earns a 2% rebate, 50 earns 4%, and 80 earns 7%. Now every dealer stays in the game for the full window. The one sitting near a boundary places one more order to cross it. The one who blew past a slab starts chasing the next. You pay more rebate, and you sell far more volume. BeatRoute lets trade marketing teams set as many tier breakpoints as a scheme needs, with no code.
Roll-up logic aggregates every purchase path
A Philippine dealer buys from you through more than one door. Some orders come through the field rep's phone. Some they place themselves on the Retailer & Influencer App, often straight from Viber. Van sales drops cases between visits. The scheme only earns trust if all of it lands in one tally the dealer believes.
Returns and damages need clean handling too, and in a market where stock rides inter-island ferries to reach Iloilo or Cagayan de Oro, damage happens. A dealer who returns damaged stock should not watch it subtract from their scheme total. BeatRoute lets the brand set these rules per scheme, write them down, and put them in front of dealer and brand alike before day one.
A visible tally does quiet work
A dealer who cannot see their tally cannot act on it. The scheme becomes something your rep mentions and the dealer forgets. Show a live progress bar instead, and the dealer standing 8 cases from the next slab on the 25th makes a different decision when the rep walks in.
The schemes that perform publish progress in two places. On the rep's order screen, so the rep can sell the value of one more pallet. And in the dealer's own app, so the dealer tops up before the rep even arrives.
What a period scheme changes in the dealer's head
The rebate is not the real prize. The prize is what the dealer does differently while the window is open. Four shifts repeat across categories.
| Behavioral shift | What happens | Business impact |
|---|---|---|
| Consolidation | Your brand becomes the dealer's main supplier for the category, not one of three | A bigger share of each dealer's wallet |
| Earlier ordering | Dealers stop waiting for month-end and build their tally early | Smoother demand, fewer month-end spikes |
| Wider range | Slow movers count toward the slab, so dealers finally stock them | Broader shelf presence at zero extra spend |
| Lasting loyalty | Top-slab dealers reshape their whole buying routine around your scheme | Retention a rival's one-off promo cannot shake |
A scheme can count only chosen SKUs, chosen ranges, or a minimum product mix toward the tally. Design it well and dealers start stocking the slower SKUs they usually skip, because those SKUs now carry weight toward the next slab. Two or three windows later, your shelf range is wider and you spent nothing extra to get there. BeatRoute's loyalty management module supports all of these configurations natively.
Automating the period scheme lifecycle with scheme management software
Manual schemes are where the value leaks. The scheme goes out as a PDF. The tiers live in a spreadsheet. The payout gets computed two weeks after the window closes, and the disputes eat sales ops for a month. By the time the dealer in Quezon City sees the reward, the next window is half over. Software removes every manual step in that chain.
Configure schemes without code
With BeatRoute's Trade Promotion Workflows, a trade marketing team sets up a period scheme in an afternoon: window, eligible SKUs, tier breakpoints, rewards, exclusions. It goes live to the field force and the Retailer & Influencer App the same day. Need to tweak a rule mid-window? The change ships without rebuilding anything.
One live tally across every channel
Every order path rolls into the dealer's running total as it happens: rep-captured orders, self-orders through the Retailer & Influencer App, van sales drop-offs. The dealer checks progress on their phone. The rep sees the same number on the order screen. Managers watch progress by territory and can spot a lagging cluster in Mindanao while there is still window left to rescue it.
Nudge dealers at the right moment
The Order AI Agent tracks each dealer against their tier targets and recommends the exact order that closes the gap. A dealer 8 cases short of gold with four days left? The rep's next-visit screen shows that suggestion, tied to the rebate money the dealer is about to leave behind. On BeatRoute, AI-driven order recommendations alone add 4-6% in sales uplift.
Settle automatically at window close
The window closes and the math is finished the same moment. The dealer knows their final slab. The credit note or reward goes out. The next scheme opens the following day. Sales ops stops chasing spreadsheets and starts designing the next scheme, and disputes fall away because the dealer watched their own tally all month.
Where scheme management software is heading next
Period schemes work because they shape a pattern, not a purchase. The ladder keeps every dealer playing. Roll-up makes the tally worth trusting. Live progress turns the scheme into a running conversation instead of a monthly PDF. And automation is what lets one brand run dozens of schemes at once across 7,000 islands without drowning its ops team.
The next step is predictive: recommending the tier breakpoints themselves before a window opens, from each dealer's buying history and territory demand. BeatRoute's Customer Insights AI Agent already gives outlet-level recommendations that trade marketing teams use to pre-test scheme ideas. In their first year, enterprises on BeatRoute average a 12.6% sales uplift, and Enterprise deployments return 10-16X ROI. In the Philippines, Nurturemed lifted sales productivity 20 percent on the platform, and San Miguel and Unilab run on it too.
Book a PH-tailored demo and watch a tiered period scheme get configured, tracked, and settled with no spreadsheet in sight.
Frequently asked questions
What is a period purchase scheme?
A trade promotion that rewards a dealer, distributor, or retailer for cumulative purchases across a set window instead of a single invoice. The window is usually a month, a quarter, or a season. Scheme management software like BeatRoute automates the tiered targets, the live tally, and the settlement.
What separates a period scheme from an in-bill offer?
An in-bill scheme pays on one transaction: buy 10, get 1 free today. A period scheme pays on a pattern of orders across weeks. The in-bill offer changes nothing after the invoice prints. The period scheme changes where a dealer puts their category spend for the whole window, and that is where the volume uplift lives.
Why does a tier ladder beat one flat target?
A flat target has two losing outcomes: dealers who fall short quit trying, and dealers who finish early stop buying. A three-slab ladder keeps both engaged. The dealer near a boundary pushes to cross it, and the dealer past one slab chases the next. More rebate paid, meaningfully more volume sold.
How does BeatRoute combine orders from every channel into one tally?
Every path a Philippine dealer orders through lands in one live total: orders the rep captures, self-orders on the Retailer & Influencer App, and van sales drop-offs. Returns, damages, and credit notes follow rules the brand sets at launch. Dealer and rep both watch the same live number, one on a phone, one on the order screen.
How does the Order AI Agent get a dealer to the next tier?
It watches every dealer's tally, works out what order would close the gap to the next slab, and hands that order to the rep. A dealer a few cases short with days left? the rep's next-visit screen surfaces that nudge, tied to the rebate about to be missed. The agent alone delivers 4-6% sales uplift from its recommendations.
Can period purchase schemes drive range expansion?
Yes. Count only chosen SKUs or a minimum product mix toward the tally. Dealers then start stocking the slower lines they would otherwise skip, because those lines now move them up the ladder. After two or three windows the shelf range is wider, at no extra incentive cost.
