Short answer: Dealer payment follow-up works when the payment terms are set on each dealer, every invoice gets a due date from those terms, and dues are followed up on a fixed schedule: a reminder before the due date, another on it, a call from the salesperson when it is late, and a hold on new dispatch after that. Accounts owns the list; the salesperson owns the conversation. Keep the dealer's promise and date on the record.
Tile factories in Morbi and dealers in Ahmedabad and across Gujarat often trade on credit. This guide covers why dues slip, a follow-up schedule, who does what, and how SAS holds terms and invoices. For dealer orders and schemes, see dealer order and scheme tracking.
Why do dealer payments slip?
A late payment is often not a refusal. It is forgotten, disputed or never asked for.
Terms were agreed on a call and never written on the dealer.
The dealer disputes one invoice and holds the rest.
The salesperson does not want to ask, and accounts does not know the dealer.
New orders keep going out while old dues grow.
How should dealer payment follow-up be set up?
Set it up once, on the dealer record.
Payment terms on each dealer, such as advance, on delivery or a number of days.
Price list on the dealer, so invoices match what was agreed.
Due date on every invoice, from the terms.
Owner for each dealer's dues: accounts, with the salesperson named.
What follow-up schedule should a tile factory use?
Use the same schedule for every dealer so nobody feels singled out. Change the days to suit your terms.
Before the due date: a short reminder with the invoice list.
On the due date: the amount due.
A few days late: a call from the salesperson.
Later still: a visit from the ASM, or a hold on new dispatch.
Who should follow up dealer payments?
Accounts sends reminders and keeps the list. The salesperson calls, because the dealer relationship is theirs. The sales head decides holds and exceptions.
Accounts: owns invoices, dues list, reminders.
Salesperson: owns calls, visits, the dealer's promise and date.
Sales head: owns dispatch holds and exceptions.
How does Sales Automation Suite hold dealer terms and invoices?
Sales Automation Suite (SAS) from Peanut Square is one ERP and CRM built for how India sells. It is meant for Indian B2B sellers who outgrow a CRM-only stack: India lead portals and WhatsApp are on the pricing page, the price is in rupees, and it runs on Cloud or On-Premise.
The SAS knowledge base article on sales and purchase in a dealer covers payment terms, price list and delivery method on each dealer, and invoices are created from confirmed sales orders as a regular invoice or a down payment (percentage or fixed amount). Activities can be assigned to a dealer with a type, due date and owner.
The SAS pricing page lists Billing and Recovery, and free WhatsApp automation; the SAS tile industry page lists SAS WhatsApp Index with templates. Our guide on WhatsApp CRM automation covers reminder templates.
On price: ₹300/user/month on Premium (40% off ₹500, GST extra, billed yearly).
SAS is built by Peanut Square in Ahmedabad, Gujarat. The SAS tile industry page lists ISO 9001:2015 and ISO 27001:2022.
To see it with your own process: Book a free demo at sas.peanutsquare.com
How should a tile manufacturer follow up dealer payments?
Set payment terms on each dealer, give every invoice a due date, and follow up on a fixed schedule: reminders before and on the due date, a salesperson call when late, and a dispatch hold after that.
Who should chase dealer payments, accounts or sales?
Both. Accounts keeps the dues list and sends reminders. The salesperson calls, because they own the dealer relationship.
Should a factory stop dispatch for late payment?
Decide it as a rule, not case by case, and tell dealers in advance. The sales head should approve exceptions.
How do I handle a disputed invoice?
Separate it from the rest. Ask the dealer to pay undisputed invoices and settle the disputed one with its own record and date.
Can SAS store payment terms per dealer?
Yes. The SAS dealer knowledge base covers payment terms, price list and delivery method on the dealer's Sales & Purchase tab.
