Bonus Balance Control

This article aims to explain Bonus Balance Control per Demander seller.

Below you will find information about:

• About Bonus Balance Control
• How it works
• How to configure on Demander Web
• Consultation and validation on the Demander App
• Blocking behavior
• Example scenarios
• Frequently asked questions

About Bonus Balance Control

Bonus Balance Control allows you to limit how much each seller can use in bonus requests, comparing the saldo sent by the ERP with the balance already committed in existing orders.

With this functionality, it is possible to define which types of orders consume the bonus balance and which order statuses deduct this balance, ensuring that the seller does not exceed the amount available.

The main concepts used are:

• ERP Bonus Balance: bonus amount released to the seller, received from the ERP.
• Reserved Balance: sum of the seller’s orders that have an Order Type that consumes bonus balance and an Order Status that deducts Bonus balance.
• Available balance: result of the ERP Bonus Balance minus the reserved balance.

How it works

• Each seller’s official bonus balance and, optionally, informative HTML content to display on the order, can be registered on Demander Web or received via integration.
• When registering Order Type, it is defined which order types consume balance.
• In the Order Status register, it is possible to define which statuses deduct balance. Example: when the order enters the “Invoiced” status, it becomes part of the bonus balance calculation.
• When placing or saving an order, the App calculates the reserved balance by adding the Total order value of all orders from the same seller whose type consumes balance and whose status deducts balance — disregarding canceled orders or orders that have changed status.
• The available balance is obtained by subtracting the reserved balance from the official ERP balance.
• Calculation and validation always consider the seller selected in the order(codVendedor).

The reserved balance is not stored — it is always calculated based on the seller’s orders, according to the formula:

saldoDisponivel = saldoBonificacaoERP - saldoReservado

How to configure on Demander Web

• 1. When registering Order Type, activate the option Consume bonus balance on the types that must deduct the seller’s balance.
• 2. When registering Status, activate the option Rebate bonus balance in the statuses that must compromise the balance (compose the reserved balance).
• 3. The official bonus balance of each seller is integrated by the ERP and made available in the seller’s registration.
• 4. Optionally, enter the seller’s informative HTML content, which will be displayed in the balance query within the order.
• 5. Sync data so that settings and balance reach the Demander App.

Consultation and validation on the Demander App

• When the selected order type consumes bonus balance, an icon is displayed in the order type selector that gives access to the balance summary.
• The bonus balance summary displays the orders that consumed balance, the ERP balance, the reserved balance, the available balance and the seller’s informative HTML content, if any.
• The icon and query are only available for order types that consume bonus balance.
• Balance validation occurs when saving the order.

Blocking behavior

• When the type of order consumes bonus balance and the order value exceeds the available balance, the App blocks the saving.
• The blocking message informs the user of the official ERP balance, the reserved balance and the available balance at the moment.
• Orders whose type does not consume bonus balance follow the normal flow, without any validation or blocking.

Example scenarios

- Scenario 1: Seller with an official balance of R$1,000.00 and a reserved balance of R$900.00 in existing orders. The available balance is R$100.00 — a new bonus request of up to R$100.00 is allowed; above that, saving is blocked.

• Scenario 2: Order whose type does not have Consumes bonus balance active. The order is not included in the calculation of the reserved balance and does not undergo blocking validation.
• Scenario 3: Manager or Representative putting together an order for a selected seller. The calculation and listing of orders consider the seller of the order (codVendedor), and not the logged in user.

Frequently asked questions

How is the reserved balance calculated?

• Adding the total value of the seller’s orders whose type consumes bonus balance and whose status deducts balance, disregarding canceled orders. See more details in How it works.

Which salesperson is considered in Manager or Agent scenarios?

• Always the seller of the order (the selected seller), regardless of who is assembling the order.

What happens when the order value exceeds the available balance?

• The App blocks the saving and displays a message with the official ERP balance, the reserved balance and the currently available balance.