Free schemes, must-sell lists & form templates
This page helps you set up three things you configure once in the web app that then reach your reps automatically — no per-rep setup.
Free-carton schemes, must-sell lists, and form templates all work the same way: you define them centrally, attach a scope, and the right outlets pick them up on their own. Reps see them in the field without you assigning anything by hand.
Free-carton schemes
A free-carton scheme is a "buy X, get Y free" offer — for example, buy 10 cartons of a product and get 1 free. When a rep builds a qualifying order, the system works out the free quantity earned and adds it automatically.
You set up schemes under Settings → Catalog & Pricing → Free Schemes.
Each scheme has:
- What earns the free goods — the product and quantity a rep must buy.
- What's given free — the product and quantity awarded.
- Scope — who the scheme applies to: a specific outlet or a whole territory.
- Validity — the start and end dates the offer runs.
- On/off switch — turn the scheme on or off without deleting it.
- Open Settings → Catalog & Pricing → Free Schemes.
- Add a scheme: set the buy product and quantity, and the free product and quantity.
- Scope it to an outlet or a territory.
- Set the validity dates.
- Turn it on.
- Save.
📷 [SHOT: schemes-msl-forms-1] — web — Settings → Free Schemes, scheme detail with buy/free and scope — caption: "Define buy-X-get-Y-free, scope it to an outlet or territory, set validity, and switch it on."
Tip: Use the on/off switch for short campaigns. Switch a scheme off the day it ends rather than deleting it — you keep the record for next time and for reporting.
Must-sell lists
A must-sell list (MSL) is the set of products an outlet must stock. It tells reps what should be on the shelf and seeds the must-sell prompt when they take an order (and the shelf check in Modern Trade).
You manage must-sell lists under Settings → Operations in the settings hub, or from Modern Trade → Must-Sell Lists.
Each list has:
- A scope — which outlets it applies to.
- Include / exclude overrides — force specific outlets in or out, regardless of scope.
- The item list — the products that must be stocked, optionally with facings (how many shelf-fronts each product should show).
- Validity — the dates the list is active.
How the scope works — read this carefully
You can scope a must-sell list by channel, outlet tier, customer group, and territory. An outlet is covered only if it matches every scope you set — the conditions are combined with AND, not OR.
For example, if you set the channel to Modern Trade and the tier to Tier 1, the list applies only to outlets that are both Modern Trade and Tier 1. Adding more conditions makes the list apply to fewer outlets, not more.
Warning: A must-sell list with no scope set, no "apply to all outlets" flag, and no individually included outlets applies to nothing at all. It will silently cover zero outlets and reps will never see it. Always either turn on "apply to all outlets", set at least one scope, or include outlets directly.
You can fine-tune coverage with overrides:
- Include a specific outlet to force it onto the list even if it doesn't match the scope.
- Exclude a specific outlet to keep it off the list even if it does match.
flowchart TD
A[Outlet] --> B{Explicitly excluded?}
B -->|Yes| Z[Not covered]
B -->|No| C{Explicitly included?}
C -->|Yes| Y[Covered]
C -->|No| D{Apply to all, or matches every scope?}
D -->|Yes| Y
D -->|No| Z
- The outlet is checked against the exclude list first — if it's there, it's out.
- Otherwise, if it's on the include list, it's covered.
- Otherwise, it's covered only if "apply to all" is on, or it matches every scope you set.
Best practice: Decide your scope deliberately. Start broad (a channel, or "apply to all") and narrow with tiers or territories only when you mean to. Then spot-check a few outlets to confirm they really pick the list up.
📷 [SHOT: schemes-msl-forms-2] — web — Must-Sell List detail showing scope, overrides, and items with facings — caption: "Scope is AND-matched across channel, tier, group, and territory; overrides force outlets in or out."
Form templates
A form template is a survey reps fill in during a visit — a shelf check, a feedback questionnaire, a competitor spot-check. You build the questions once and they appear in the field automatically.
You manage forms under Settings → Operations → Form Templates.
A form can be marked mandatory at visit close. When it is, the rep cannot finish the visit until they've completed that form — useful for checks you require at every stop. Forms that aren't mandatory are offered but don't block the rep from leaving.
- Open Settings → Operations → Form Templates.
- Create a template and add your questions.
- Mark it mandatory if reps must complete it before closing a visit.
- Save.
Note: Mark a form mandatory only when it truly must be done at every visit. A mandatory form blocks the rep from completing the visit, so an unnecessary one slows them down at every stop.
📷 [SHOT: schemes-msl-forms-3] — web — Settings → Form Templates, template editor with the mandatory option — caption: "Build survey questions once; mark a form mandatory to require it before a visit can close."