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Dealer and distributor schemes drive sales, but only if they’re set up right, paid out correctly and tracked against budget. A global electrical and electronics manufacturer was running its schemes on an app that struggled with slow master data sync, inaccurate budget reports and a manual credit note approval process. MXTechies built a Mendix Scheme Management Portal, integrated with Oracle ERP, to fix all three.
Dealer scheme management software helps companies design, run and pay out incentive schemes for dealers and distributors. In this project, the solution helps internal teams create, configure, approve, publish and track dealer and distributor schemes in one Mendix portal. The portal syncs product and dealer master data from Oracle ERP in near real time, checks dealer eligibility against sales data, reports budget use accurately and digitises credit note settlement approvals with Progressive Web App (PWA) support.
- Client
- A global electrical and electronics manufacturer, India operations
- Integration
- Oracle ERP for product master, dealer and customer master, and sales data
- Login
- Active Directory single sign-on for internal users
- Scheme types
- Slab-wise and product-wise combinations
- New workflow
- Credit note settlement approval with PWA support
- Delivered by
- MXTechies, Mendix Certified Partner and Siemens Certified Partner
The challenge
The existing scheme application was meant to let teams define schemes, check eligibility from Oracle ERP sales data and track performance. In practice it had four problems:
- Slow master data sync: product and dealer/customer master data took too long to update.
- Unreliable reports: some report types failed to load, and budget utilisation and spending reports were inaccurate.
- Manual credit notes: credit note settlement approvals were handled by hand.
- Limited mobility: approvers needed a simpler way to act on the go.
The solution
MXTechies developed a Mendix Scheme Management Portal integrated with Oracle ERP. It streamlines the full scheme lifecycle: creation, configuration, approval, publication and performance tracking. Product and dealer master data sync immediately or in near real time, so schemes always use current data.
Report generation is rebuilt to give accurate budget utilisation. Internal users log in with their existing Active Directory credentials, and role-based access makes sure each report is only visible to the right people. The credit note settlement approval process moves into the portal, with PWA support so approvers can act from any device.
Key features
01Scheme builder
- For the sales team
- Create slab-wise and product-wise scheme combinations.
02Approval and publication
- For the sales team
- Schemes are approved and published in one flow.
03Eligibility checks
- For the sales team
- Dealer and distributor eligibility is validated against Oracle ERP sales data.
04Near real-time master data sync
- For the sales team
- Product and dealer data stays current.
05Accurate budget reports
- For the sales team
- Budget utilisation and spending are reported correctly.
06Dashboards
- For the sales team
- Running and closed schemes are tracked at a glance.
07Credit note approvals (PWA)
- For the sales team
- Settlements are approved digitally, on any device.
08Active Directory login
- For the sales team
- Staff use existing company credentials.
09Role-based report access
- For the sales team
- Reports are visible only to authorised roles.
10Excel import and export, email alerts
- For the sales team
- Bulk updates and notifications built in.
11Dealer portal visibility
- For the sales team
- Scheme details are shown in the company’s dealer ordering portal.
How it works
- CreateA sales team member defines a scheme with its slabs and products.
- Approve and publishThe scheme is approved and published to dealers.
- ValidateDealer and distributor eligibility is checked against Oracle ERP sales data.
- TrackDashboards show performance and budget utilisation for running and closed schemes.
- SettleCredit note settlements are approved digitally, including on mobile through the PWA.
- ReportAuthorised users pull accurate reports on schemes, spend and budget.
Dealers see these schemes in the company’s dealer ordering portal.
Outcomes
- Current data, always: near real-time sync removes delays in product and dealer master data.
- Trustworthy budgets: accurate budget utilisation and spending reports.
- Faster settlements: credit note approvals move from manual to digital.
- Less manual effort: schemes, eligibility and reporting run in one portal.
- Controlled access: role-based reports and AD login protect sensitive data.
Why build this on Mendix
- ERP-connected: Mendix integrates with Oracle ERP for master and sales data.
- Web and PWA: approvers act from any device.
- Secure by role: Active Directory login and role-based reports.
Who this is for
Consumer electronics, electrical, FMCG and durables companies that run dealer and distributor incentive schemes and need eligibility, budgets and credit notes tied to ERP sales data.
Frequently asked questions
What is dealer scheme management software?
It helps companies design, publish and track incentive schemes for dealers and distributors, and settle the payouts.
Does it connect to Oracle ERP?
Yes. Product master, dealer and customer master, and sales data come from Oracle ERP.
How is dealer eligibility decided?
The portal validates eligibility against sales data from Oracle ERP.
How are credit notes approved?
Through a digital approval workflow in the portal, with Progressive Web App support for approvers on the move.
Who can see scheme reports?
Only users whose roles allow it, through role-based access.
About MXTechies
MXTechies is a Mendix Certified Partner and Siemens Certified Partner with delivery teams in India, the USA and the UAE. We build enterprise apps on Mendix, the low-code platform from Siemens, for manufacturing, banking, real estate and retail. See more of our case studies.
Last updated October 2026
Run schemes that pay off, and pay out right.
Smarter schemes, accurate budgets, faster credit notes.