Check claims, stock and sales across your routes.

Check claims and sales areas that need attention

Sales may sit in a distributor system, visits in a field sales system, and trade-offer records in spreadsheets or photographs. Someone still has to match them. Omni can bring the relevant records and unanswered questions into one review for sales and finance.

Start by agreeing what each figure means. A distributor claim requests repayment under agreed terms. Sales coverage needs an agreed list of outlets and a date range. A stock issue needs a current count. These checks come before an explanation of the figures.

Build around your DMS and SFA records

First check the reports and approvals your current systems already provide. If staff still match records by hand or pass reviews between teams, we can address that specific task using available exports or confirmed connections. Your current systems remain the source for sales and claims.

Choose one claim, sales area or trade offer to check

A first test could match invoice numbers in a claim with sales records and the trade-offer dates. The review should separate matches, mismatches and missing documents. Finance decides what happens to the claim; a draft note cannot authorise payment.

1. 01

   Select

   Choose the claim and confirm the relevant distributor and scheme.

2. 02

   Match

   Compare invoice numbers, dates and supporting records against the agreed rules.

3. 03

   Prepare

   List matched lines, duplicates, gaps and questions with source references.

4. 04

   Review

   Sales checks the field records and finance decides the next step.

For a sales-area report, agree the dates and which outlets count before flagging a decline. A changed outlet list or missing visit record can make results look worse than they are. A trade-offer check should show which documents are missing instead of treating an unchecked photo as proof.

The distribution example shows sales by area, stock and items waiting for review. Its figures are made up. Use it to discuss what your team needs to see; it does not show a customer's measured results.

Prepare field data for use

Field photographs and messages need context: who supplied them, when, and which outlet, distributor or scheme they concern. We assess an authorised way to provide those records. Automatic access to personal or group WhatsApp conversations is not assumed.

Poor images, duplicated sheets and unmatched product codes should remain visible exceptions. Define which records a reviewer can correct and which need to go back to the source. Solving that data task may be necessary before an automated narrative becomes useful.

Keep settlement authority with finance

Agree who can see each distributor's records and who checks the result. A first test can prepare a draft without contacting distributors or changing financial records. Sending a message, changing a status or making a payment would need separate agreement and tested approval rules.

Keep a record of which documents and versions were used, who checked the result and what happened next. Agree who can see that record and how long it is kept. See data and approvals and which actions need approval.

Scope delivery for your operation

Genaima operates in the UK and Pakistan with remote delivery elsewhere. Confirm the region, languages, source formats and deployment requirements of the proposed project. Hosting and processing arrangements are assessed for the actual records and services involved.

Start with one region and a mix of claims. Check whether records match, what is missing and how long preparation and review take. Include an incorrect claim and an incomplete submission, as well as ordinary cases.

Questions FMCG sales and finance leaders ask

Talk through your taskTell us which claim or territory review takes the most manual preparation.