Annexure 1

[ON THE LETTERHEAD OF THE DISTRIBUTOR]

Distributor Monthly Claim Top Sheet - Beverages

Distributor Name: Date:

Area:

Address: Category:

Claim for the Month of:

PART A
Product Pack Size Quantity (In Cases) Value in Rs.
Purchase Sales Secondary Secondary Discounts Total Value
(Primary) (Secondary) Trade Scheme Trade Scheme Net Rate
(Regular) (Railways)

Annexure Reference Annexure 2 - Annexure 2 - Annexure 3C Annexure 3C Annexure 3D

column B column H
Frooti TCA 65 ML / 64 748 709
TCA 748 709
Frooti Tetra 160 ML / 40 1530 1629
Frooti Tetra 200 ML / 32 2 4
Frooti Tetra Edge pack 0 0
TETRA 1532 1633
Frooti Pet 300 ML / 30 166 142
Frooti Pet 600 ML / 24 126 112
Frooti Pet 1.2 LTR / 12 12 23
Frooti Pet 2 LTR / 6 66 100
FROOTI PET 370 377
Appy Fizz Pet 250 ML / 30 276 271
Appy Fizz Pet 600 ML / 24 102 93
Appy Fizz Pet 1 LTR / 12 25 33
Appy fizz CAN 14 4
APPY FIZZ PET 417 401
Appy AP 160 810 810
Appy Tetra Edge pack 0
Appy Tetra 810 810
Grand Total 3877 3930 0
TOTAL PART A

PART B
Particulars Annexure No. Value in Rs.
Display Annexure 4A and 4B
Complimentary Annexure 5 and 5A
Sampling Annexure 6
Incentive to PSR / ISR / Annexure 7
DSM
Incentive to Distributor Annexure 7
Special Discount (Vehicle Annexure 8
Subsidy)
Market Support (PSR / ISR / Annexure 9A
DSM Salary reimbursement)

Merchandiser Attendance Annexure 10

and Salary Statement
VAT Reimbursement Annexure 11
DD Charges Annexure 12
Rate Difference (Due to
Invoicing)
Special Events
Others - Please specify
TOTAL PART B

TOTAL CLAIM (A + B) 2789

Claim Certificate: This is to certify that we have checked and verified the schemes and / or discounts and / or display and / or damages quantities given by the
distributor M/s____________________________ in the market for the month of ____________ and found the same to be in order. We further certify the genuineness of
the claim and would be responsible for any discrepancy found.

Prepared by Checked by Approved by

Name: Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE Designation: AGM

Signature and Stamp of Distributor: Signature: Signature:

Date: Date: Date:

Approved by Checked and Verified by Approved by

Name: Name: Name:

Designation: RGM Designation: Regional Accountant Designation: BH or BM or BDM

Signature: Signature: Signature:

Date: Date: Date:
 [ON THE LETTERHEAD OF THE DISTRIBUTOR]
Monthly Stock Statement (Quantity - In Cases only) - Beverages
Distributor Name: S.Q Enterprises GO or TGI or BDE Name:

Distributor Address: Thane Area: Thane

Date: 12/3/2016
Month: Nov-16

Product Pack Size Opening Stock Purchase Transfer Transfe Secondary Compli Damaged Sales Closing Damaged
(Primary) s Inward rs Trade mentary goods (Secondary) - Stock goods not
(tally with (In caseOutwar
of Scheme / destroyed (including I = (A+B+C) destroyed
claim top discontinuationdof a (Free Samplin / Display stock - which are
sheet) Distributor and quantity g* Returned given - (D+E+F+G+ included in
movement of the stock given)
to CFA tally with claim H) Closing
to new Distributor)
** top sheet) Stock
A B C D E F G H I column
J I
Frooti TCA 100 ML / 64
Frooti TCA 65 ML / 64
TCA
Frooti Tetra 160 ML / 40
Frooti Tetra 200 ML / 32
Frooti Tetra Edge pack
TETRA
Frooti Pet 250 ML / 30
Frooti Pet 600 ML / 24
Frooti Pet 1.2 LTR / 12
Frooti Pet 2 LTR / 6
FROOTI PET
Appy Fizz Pet 250 ML / 30
Appy Fizz Pet 500 ML / 24
Appy Fizz Pet 1 LTR / 12
Appy fizz CAN
APPY FIZZ PET
CAFÉ CUBA 250 ML / 24
CAFÉ CUBA 150 ML / 30
CAFÉ CUBA
Appy AP 160
Appy Tetra Edge pack
Appy Tetra

Grand Total
Prepared by: Checked by:
Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature and Stamp of Distributor: Signature:

Date: Date:
 Annexure 3
PARLE AGRO PVT. LTD.

INTERNAL DOCUMENT
List of High Value / High Volume / Key Outlets / Consumer Promotion - Beverages
Secondary Trade Scheme (Refer Note below)
Sr. Name of the Name of the Channel Area Secondary Trade Scheme details
No. Distributor Retailer (e.g.: Wholesale / Segment
Retail / Railway / TCA Tetra Pet Fizz
Bus Stand etc.)

1 2 3 4 5 6 7 8 9

Discounts (Net Rate) (Refer Note below)

Sr. Name of the Name of the Channel Area Discounts (Net Rate)
No. Distributor Retailer (e.g.: Wholesale / SKU1* SKU2*
Retail / Railway /
Bus Stand etc.) Discounts Discounts
Retailer Retailer
(Net Rate) (Net Rate)
Landing Landing
Approved Approved
Price Price
Price Price

1 2 3 4 5 6 7

* Please add additional SKU's as per requirement.

Note: Retailer to be given either discount (net rate) or secondary trade scheme and not both together.
Prepared by: Approved by:
Name: Name:

Designation: AGM or BDE or BDM Designation: BH or BM or Zonal KAM

Signature: Signature:
Date: Date:
 [ON THE LETTERHEAD OF THE D
Secondary Trade Scheme Bill Wise Details Statement - Beverage
Distributor Name:S.Q ENTERPRISES

Distributor Address:

Claim for the Month of:MARCH 2018

(Refer Note 1 below) FR160 AND AP160 ML

Date Retailer Name Bill No. Number
Scheme
Slab 1
(2+10)
06/03/18 PRAVIN GENRAL ST TEMBNI N 1 A-009703 2+10
06/03/18 AASRAM DAIRY TEMBNI N 2 A-009713 2+10
06/03/18 VINOD GENRAL STO TEMBNI N 3 A-009714 2+10
06/03/18 JAI BHAVANI FARS TEMBNI N 4 A-009717 2+10
06/03/18 SHIV SHAKTI GENE TEMBNI N 5 A-009758 2+10
06/03/18 GURUPRASAD DRY F TEMBNI N 6 A-009761 2+10
07/03/18 MAHAVIR SWEET CO NAUPADA 7 A-009789 2+10
07/03/18 NAGESHI GENERAL KVILLA R 8 A-009807 2+10
07/03/18 JYANTILAL DRY FR KVILLA R 9 A-009813 2+10
07/03/18 HITESH GENERAL S KVILLA R 10 A-009831 2+10
07/03/18 CHINTAMANI PAN S KVILLA R 11 A-009843 2+10
08/03/18 KRISHNA KIRANA S VASANT V 12 A-009877 2+10
08/03/18 MONEY GENRAL STO VASANT V 13 A-009898 2+10
08/03/18 SHUBHAM GENERAL VASANT V 14 A-009900 2+10
08/03/18 SAI SUPER MARKET VASANT V 15 A-009904 2+10
09/03/18 SHRI DATTATRAY D NAUPADA 16 A-009922 2+10
09/03/18 JAI MATA DI DRY NAUPADA 17 A-009926 2+10
09/03/18 BOMBAY HIGH PAN NAUPADA 18 A-009927 2+10
09/03/18 ADARSH MEDICAL KHOPAT 19 A-009960 2+10
09/03/18 HARI OM SNAKS CO KHOPAT 20 A-009961 2+10
09/03/18 BALAN SWEET KHOPAT 21 A-009974 2+10
09/03/18 SANGAM DRY FRUIT KHOPAT 22 A-009982 2+10
09/03/18 JAI MATAJI DRY F KHOPAT 23 A-009983 2+10
10/03/18 MAHARASHTRA HOTE STATION 24 A-009997 2+10
10/03/18 AISHWARYA LUNCH STATION 25 A-010000 2+10
10/03/18 KRISHNA COOL PAR STATION 26 A-010004 2+10
10/03/18 JADHAV TEA STALL KHOPAT 27 A-010017 2+10
10/03/18 AMBICA TRADERS KHOPAT 28 A-010027 2+10
10/03/18 DEEPALI GENRAL S KHOPAT 29 A-010028 2+10
10/03/18 REHMAT KIRANA ST KVILLA R 30 A-010041 2+10
10/03/18 WELCOME GENRAL S KVILLA R 31 A-010042 2+10
10/03/18 REAL QUALITY BAK KVILLA R 32 A-010044 2+10
10/03/18 ALHAMD GENERAL S KVILLA R 33 A-010054 2+10
10/03/18 RAMDEV GENERAL S KVILLA R 34 A-010058 2+10
12/03/18 CHAMUNDA KIRANA VASANT V 35 A-010094 2+10
12/03/18 THANE RAIL BAZZA STATION 36 A-010096 2+10
12/03/18 MAULI GENERAL ST STATION 37 A-010097 2+10
12/03/18 SAVLA DRY FRUITS STATION 38 A-010117 2+10
12/03/18 VIJAY TEA AND CO STATION 39 A-010118 2+10
12/03/18 SHRI SAMARTH GUR STATION 40 A-010119 2+10
12/03/18 KRISHNA LUNCH SN VASANT V 41 A-010142 2+10
13/03/18 ARCHANA GENRAL S NAUPADA 42 A-010146 2+10
13/03/18 SHRI RAMDEV GENR NAUPADA 43 A-010157 2+10
13/03/18 SANTOSH P.C.O TEMBNI N 44 A-010180 2+10
13/03/18 VIPUL DRY FRUIT TEMBNI N 45 A-010187 2+10
13/03/18 SHRINATH JUICE C TEMBNI N 46 A-010191 2+10
13/03/18 SAURABH PAN SHOP TEMBNI N 47 A-010200 2+10
13/03/18 JAI KANIFNATH RA TEMBNI N 48 A-010209 2+10
14/03/18 A TO Z KIRANA ST KVILLA R 49 A-010236 2+10
14/03/18 ASHAPURA SUPER M KVILLA R 50 A-010266 2+10
14/03/18 MAHALAXMI CHEMIS KVILLA R 51 A-010270 2+10

Total scheme quantity (carry forward to Annexure 3B) 102+510

Prepared by:
Name:

Designation: Distributor Representative

Signature and Stamp of Distributor:

Date:
Note:
1. Please attach acknowledged bills from all High Value Outlet schemes operated beyond the inbuilt schem
2. Please mention the number of cases sold under the scheme slab. E.g.: 5+1, 6+1 etc.
 Annexure 3A
HE LETTERHEAD OF THE DISTRIBUTOR]
se Details Statement - Beverages (Only for High Value / High Volume / Key Outlets)
Page No:
(Please add additional pages as required)
Area:THANE

FR160 AND AP160 ML FROOTI 600ML SKU 3

Number of Cases sold under Scheme (Refer Note 2 below)
Scheme Scheme Scheme Scheme Scheme Scheme Scheme
Slab 1 Slab 2 Slab 3 Slab 1 Slab 2 Slab 3 Slab 4
Checked by:
Name:

Designation: GO or TGI or BDE

Signature:
Date:
operated beyond the inbuilt scheme
+1, 6+1 etc.
 [ON THE LETTERHEAD OF THE D
Secondary Trade Scheme Bill Wise Details Statement - Beverage
Distributor Name:S.Q ENTERPRISES

Distributor Address:

Claim for the Month of:MARCH 2018

(Refer Note 1 below) FR160 AND AP160 ML

Date Retailer Name Bill No. Number
Scheme Scheme
Slab 1 Slab 2
(9+1) (6+1)
03/03/18 KRISHNA ENTERPRI NAUPADA A-009530 9+40
03/03/18 JAI AMBE DHANYA TEMBNI N A-009611 9+40
04/03/18 SAI DAIRY KVILLA R A-009553 9+40
04/03/18 AKASH GANGA STOR KVILLA R A-009555 9+40
04/03/18 JAI ICE CREAM STATION A-009630 9+40
04/03/18 A.M ENTERPRISES STATION A-009639 27+120
04/03/18 JAI BHAVANI TRAD STATION A-009646 9+40
05/03/18 COUNTER SALE A-009670 9+40
05/03/18 CHOICE STORE VASANT V A-009678 9+40
06/03/18 PENINCULA ICE CR STATION 13 A-009721 9+40
06/03/18 SATRANJ WAFERS NAUPADA 14 A-009744 9+40
06/03/18 ASHA DRY FRUIT NAUPADA 15 A-009750 9+40
06/03/18 COUNTER SALE 16 A-009754 27+120
06/03/18 A ONE ICE CREAM TEMBNI N 17 A-009784 12+80
07/03/18 SHRI SIDDHIVINAY KVILLA R 18 A-009805 6+40
07/03/18 AJAY GENERAL STO KVILLA R 19 A-009806 6+40
07/03/18 DANISH GENERAL S KVILLA R 20 A-009808 6+40
07/03/18 KAINAAT KIRANA S KVILLA R 21 A-009821 6+40
07/03/18 HARI OM DAIRY KVILLA R 22 A-009822 6+40
07/03/18 SHRI KRISHNA SWE KVILLA R 23 A-009826 6+40
07/03/18 NADEEM KIRANA ST KVILLA R 24 A-009856 6+40
08/03/18 ROYAL SUPER MARK VASANT V 25 A-009837 6+40
08/03/18 VIJAY PAN SHOP VASANT V 27 A-009880 9+40
08/03/18 SHRINATHJI DAIRY VASANT V 28 A-009887 6+40
08/03/18 NEW MAHAKALI GEN VASANT V 29 A-009896 6+40
08/03/18 CHOICE STORE VASANT V 30 A-009899 6+40
08/03/18 JAI AMBE GENRAL VASANT V 31 A-009903 6+40
08/03/18 ASHAPURA GENERAL VASANT V 32 A-009905 6+40
09/03/18 KRISHNA ENTERPRI NAUPADA 33 A-009920 9+40 6+40
09/03/18 KRISHNA BENGALI NAUPADA 34 A-009924 9+40
09/03/18 COUNTER SALE 35 A-009938 54+240
09/03/18 SHITAL ICE CREAM KHOPAT 36 A-009964 9+40
10/03/18 TOWN BAZAR STATION 4 A-010013 6+40
10/03/18 COUNTER SALE 5 A-010019 54+240
10/03/18 JANTA DAIRY KVILLA R 8 A-010057 6+40
10/03/18 CREAM CORNER STATION 9 A-010066 6+40
10/03/18 SHARIF KIRANA ST KVILLA R 10 A-010070 54+360
12/03/18 CHAMUNDA SUPER M VASANT V 11 A-010077 9+40
12/03/18 CHEEDA SUPER MAR VASANT V 12 A-010078 6+40
12/03/18 BHAWANI TRADING VASANT V 13 A-010083 6+40
12/03/18 TIRUPATI GENERAL VASANT V 16 A-010136 6+40
13/03/18 COUNTER SALE 17 A-010184 18+40
13/03/18 SOHAM ICE CREAM TEMBNI N 18 A-010189 9+40
14/03/18 A.M ENTERPRISES STATION 19 A-010213 72+320
14/03/18 A.M TRADERS STATION 20 A-010214 72+320
14/03/18 MADINA KIRANA ST KVILLA R 24 A-010257 6+40
14/03/18 RUTU SUPER MARKE KVILLA R 26 A-010268 6+40
15/03/18 HARI OM SUPER MA VASANT V 29 A-010302 9+40
15/03/18 NEW MAHAKALI GEN VASANT V 30 A-010303 36+160
15/03/18 NOVELTY SUPER MA VASANT V 31 A-010321 6+40
16/03/18 COUNTER SALE 33 A-010342 27+120
16/03/18 ROYAL DRY FRUIT TEMBNI N 34 A-010357 9+40
19/03/18 COUNTER SALE 36 A-010451 9+40
20/03/18 MEENA BARNWAL TEMBNI N 2 A-010526 9+40
20/03/18 KRISHNA ENTERPRI NAUPADA 4 A-010536 9+40
20/03/18 ASHA DRY FRUIT NAUPADA 5 A-010543 9+40
20/03/18 A ONE ICE CREAM TEMBNI N 6 A-010550 9+40
21/03/18 DANISH GENERAL S KVILLA R 8 A-010577 9+40
21/03/18 HARI OM DAIRY KVILLA R 9 A-010590 9+40
21/03/18 JAI YOGESHWAR DA NAUPADA 11 A-010605 9+40
23/03/18 SHITAL ICE CREAM KHOPAT 21 A-010721 9+40
23/03/18 COUNTER SALE 23 A-010758 54+240
24/03/18 DIVYA DRY FRUIT STATION 1 A-010776 9+40
26/03/18 A.M ENTERPRISES STATION 6 A-010872 54+240
26/03/18 ASHAPURA STORE VASANT V 8 A-010874 9+40
26/03/18 BHAWANI GENERAL VASANT V 10 A-010888 9+40
26/03/18 SHRI DATTATRAY D NAUPADA 12 A-010907 9+40
26/03/18 TIRUPATI GENERAL VASANT V 13 A-010949 9+40
27/03/18 OM SAI CHANA AND TEMBNI N 14 A-010971 9+40
28/03/18 A.M ENTERPRISES STATION 16 A-010993 45+200
28/03/18 AJIT KIRANA STOR NAUPADA 17 A-011002 9+40
28/03/18 PRADEEP RASWANTI STATION 18 A-011009 9+40
30/03/18 BANGLORE AYANGAR KHOPAT 22 A-011126 9+40
31/03/18 COUNTER SALE 23 A-011134 27+120
31/03/18 A.M ENTERPRISES STATION 24 A-011135 54+240
31/03/18 K.G.N TRADERS STATION 25 A-011136 9+40
31/03/18 A.R TRADERS STATION 26 A-011137 9+40
31/03/18 THANE SNAKS STATION 27 A-011190 9+40
31/03/18 PENINCULA ICE CR STATION 28 A-011192 9+40

Total scheme quantity (carry forward to Annexure 3B) 981+4360 180+120

0
Prepared by:
Name:

Designation: Distributor Representative

Signature and Stamp of Distributor:

Date:

Note:
1. Please attach acknowledged bills from all High Value Outlet schemes operated beyond the inbuilt schem
2. Please mention the number of cases sold under the scheme slab. E.g.: 5+1, 6+1 etc.
 Annexure 3A
HE LETTERHEAD OF THE DISTRIBUTOR]
se Details Statement - Beverages (Only for High Value / High Volume / Key Outlets)
Page No:
(Please add additional pages as required)
Area:THANE

FR160 AND AP160 ML FROOTI 600ML SKU 3

Number of Cases sold under Scheme (Refer Note 2 below)
Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme
Slab 3 Slab 4 Slab 1 Slab 2 Slab 3 Slab 1 Slab 2 Slab 3 Slab 4
(7+1) (2+10)
21+20
21+20

42+240
 84+480

Checked by:
Name:

Designation: GO or TGI or BDE

Signature:
Date:

operated beyond the inbuilt scheme

+1, 6+1 etc.
 Annexure 3A
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Secondary Trade Scheme Bill Wise Details Statement - Beverages (Only for High Value / High Volume / Key Outlets)
Distributor Name:S.Q ENTERPRISES Page No:
(Please add additional pages as required)
Distributor Address: Area:THANE

Claim for the Month of:MARCH 2018

(Refer Note 1 below) FR160 AND AP160 ML FROOTI 600ML SKU 3

Date Retailer Name Bill No. Number of Cases sold under Scheme (Refer Note 2 below)
Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme
Slab 1 Slab 2 Slab 3 Slab 4 Slab 5 Slab 1 Slab 2 Slab 3 Slab 1 Slab 2 Slab 3 Slab 4
(8+1) (25+3) (1+3) (20+1) (2+8)

14-03-2018 NEW NITIN PROVIS KVILLA R A-010264 25+120

19-03-2018 SHRINATHJI DAIRY VASANT V A-010447 25+120
19-03-2018 ROYAL SUPER MARK VASANT V A-010486 25+120
20-03-2018 DHOOM PAN SHOP TEMBNI N A-010515 25+120
21-03-2018 EDEN SUPER BAZAR KVILLA R A-010628 25+120
21-03-2018 A.R TRADERS STATION A-010665 25+120
21-03-2018 BABA ENTERPRISES STATION A-010666 25+120
22-03-2018 SHRI SIDDHIVINAY VASANT V A-010673 25+120
22-03-2018 MOTHER INDIA SWE VASANT V A-010695 25+120
22-03-2018 CHOICE STORE VASANT V A-010697 25+120
23-03-2018 TIP TOP SUPER MA KHOPAT A-010715 25+120
23-03-2018 GALA GENRAL STOR TEMBNI N A-010734 25+120
24-03-2018 TOWN BAZAR STATION A-010777 25+120
24-03-2018 NIKITA STORE STATION A-010782 25+120
24-03-2018 SHYAM DAIRY KVILLA R A-010787 25+120
25-03-2018 WELCOME SUPER MA KVILLA R A-010855 25+120
26-03-2018 KASAM TRADERS STATION A-010873 25+120
26-03-2018 MAHALXMI STORE VASANT V A-010876 25+120
26-03-2018 DARSHAN ENTERPRI VASANT V A-010902 25+120
27-03-2018 SAGAR SUPER MARK KVILLA R A-010977 25+120
27-03-2018 MAHALAXMI DRY FR VASANT V A-010991 25+120
29-03-2018 NOVELTY GENERAL VASANT V A-011063 25+120
08/03/18 JADHAV KIRANA ST VASANT V A-009876 8+40
14/03/18 SWEET CORNER NAUPADA A-010280 16+80
20/03/18 MILAN KIRANA STO TEMBNI N A-010528 8+40
21/03/18 HITESH GENERAL S KVILLA R A-010601 8+40
22/03/18 JADHAV KIRANA ST VASANT V A-010671 16+80
28/03/18 RAMDEV GENERAL S KVILLA R A-011024 8+40
30/03/18 HARI OM JUICE CE TEMBNI N A-011105 8+40
05-03-2018 MOTHER INDIA SWE VASANT V A-009689 24+120

Total scheme quantity (carry forward to Annexure 3B) 96+480 550+300 502+1506 360+1440
0
Prepared by: Checked by:
Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature and Stamp of Distributor: Signature:

Date: Date:

Note:
1. Please attach acknowledged bills from all High Value Outlet schemes operated beyond the inbuilt scheme
2. Please mention the number of cases sold under the scheme slab. E.g.: 5+1, 6+1 etc.
 Annexure 3B
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Secondary Trade Scheme Page Wise Summary Statement - Beverages (Only for High Value / High Volume / Key Outlets)
Distributor Name:S.Q ENTERPRISES Area:THANE

Distributor Address:

Claim for the Month of:MARCH 2018

FR160ML AD AP160ML FROOTI 600ML SKU 3

Page No. (Please input page Number of Cases sold under Scheme (Refer Note 1 below)
totals - Refer annexure 3A) Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme Scheme
Slab 1 Slab 2 Slab 3 Slab 4 Slab 5 Slab 2 Slab 3 Slab 4 Slab 1 Slab 2 Slab 3 Slab 4
Page No. 1
Page No. 2
Page No. 3
Page No. 4
Page No. 5
Page No. 6
Page No. 7
Page No. 8
Page No. 9
Page No. 10
Page No. 11
Page No. 12
Page No. 13
Page No. 14
Page No. 15
Page No. 16
Page No. 17
Page No. 18
Page No. 19
Page No. 20
Total scheme quantity 24+120 550+30 1341+636 984+29 1468+5
(carry forward to Annexure 3C) 00 0 52 872
Prepared by: Checked by:
Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature and Stamp of Distributor: Signature:

Date: Date:

Note:
1. Please mention the number of cases sold under the scheme slab. E.g.: 5+1, 6+1 etc.
 Annexure 3C
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Secondary Trade Scheme Summary Statement - Beverages (Only for High Value / High Volume / Key Outlets)
Distributor Name:S.Q ENTERPRISES Area:THANE

Distributor Address:

Claim for the Month of:MARCH 2018

SKU Name Scheme Slab Quantity Value in Rs.

(Refer note 1 below) Quantity Sold Scheme Quantity Scheme quantity Difference Distributor Claim
(Cases) (Packs) given by PAPL (Packs) Landing Amount
(Carry forward from (b) as Net Rate in (d) Rate (f)
annexure 3B) Invoice (Packs) d=b-c (e) f=d*e
(a) (c)

FR160ML AND AP160ML 8+1 96 480 384 96 8.81 845.76

FR160ML AND AP160ML 25+120 550 3000 2200 800 8.81 7048
FR160ML AND AP160ML 9+40 981 4360 3924 436 8.81 3841.16
FR160ML AND AP160ML 1+3 0 0 0 8.81 0
FR160ML AND AP160ML 2+8 0 0 0 8.81 0
FR160ML AND AP160ML 2+10 102 520 408 112 8.81 986.72
FR160ML AND AP160ML 6+40 180 1200 720 480 8.81 4228.8
FR160ML AND AP160ML 7+40 84 480 336 144 8.81 1268.64
FR160ML AND AP160ML 20+1 11 22 44 -22 8.81 -193.82

Total 18025.26
Prepared by: Checked by:
Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature and Stamp of Distributor: Signature:

Date: Date:

Note:
1. Please mention the scheme slab. E.g.: 5+1, 6+1 etc.
 Annexure 3D
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Discount Net Rate Sheet (Refer Note 1 below) - Beverages
Distributor Name: Area:

Distributor Address: Claim for the Month of:

Date Retailer Name Bill No. Channel Product Billed Billed Discounted Retailer Difference Claim
(Refer Note 2 (e.g.: (Name and Pack Quantity Amount Net Rate Landing (e) Amount
below) Wholesale / size) (Cases) (b) (c) Rate (e = d - c) (f)
Retail / (a) (c = b / a) (d) (f = e * a)
Railway / Bus
Stand etc.)

Total
Prepared by: Checked by:
Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature and Stamp of Distributor: Signature and Stamp of Distributor:

Date: Date:

Note:
1. Please attach circular or email approval for the claim
2. Please attach acknowledged bills from all Retailers
 Annexure 4A
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Product Display Claim List - Retailer Wise - Beverages

To,
The Business Head (Mention Name)
Parle Agro Pvt. Ltd.
_____________________ (Region / State)

Display List - Retailer Wise

Sr. No. Retailer Name AREA AMOUNT
1 SHREE MATESHWARI DAIRY ALKAPURI 200.00
2 MAHALAXMI GEN GALANAGAR 200.00
3 ARYAN GEN ALKAPURI 350.00
4 RAMDEV KIRANA SANTOSH BHAVAN 500.00
5 MAHAVIR DUDHALAY VALAI PADA 150.00
6 TAHAURA DAIRY VALAI PADA 500.00
7 SAI BABA KIRANA GALANAGAR 100.00
8 RAHEMAN BEAKRY NEW ACHOLE ROAD 150.00
9 SHREE JI DAIRY SUNSHAIN 150
10 DHARMRAJ DAIRY DHANIV BAG 500
11 OM SAI KIRANA PELAHAR 500
12 BHAVANI SWEET GORAI PADA 150
13 HARSHALI GEN ACHOLE VILLAGE 100
14 ITALIYAN BEAKARY GALANAGAR 500
15 WEL CARE CHEMIST NEW ACHOLE ROAD 500
16 ANIL ICE CEAM SUNSHAIN 150
17 SHIVAM DARIY GALANAGAR 1000
18 SHREE KRISHNA DAIRY LASAVIR MANDIR 500
19 MA JIVDANI GEN LASAVIR MANDIR 500
20 BHOLE NATH KIRANA LASAVIR MANDIR 500
21 TAHURA DAIRY LASAVIR MANDIR 500
22 SAI BABA KIRANA GALANAGAR 150
23 MANGAL MUKI SUP MARKET ACHOLE VILLAGE 500
24 RANGODIYA SWEET DHANIV BAG 200
25 LAXMI SWEET VAKAN PADA 200
26 MA AMAJ DAIRY DHANIV BAG 300
27 YADAV COLDINK NEW ACHOLE ROAD 500
28 MAHARAJA ICE CREAM GALANAGAR 500
29 AYUSH SODA PUB GALANAGAR 500
TOTAL 10450
Total

Amount in Words:

Prepared by: Checked by:

Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature and Stamp of Distributor:

Signature:
Date: Date:
 PARLE AGRO PVT. LTD.

INTERNAL DOCUMENT
Product Display List
Sr. No. Name of the Distributor Name of the Retailer AREA Lumpsum
Amount (Rs.)
1 OM TRADING CO SHREE MATESHWARI DAIRYALKAPURI 200.00
2 OM TRADING CO MAHALAXMI GEN GALANAGAR 200.00
3 OM TRADING CO ARYAN GEN ALKAPURI 350.00
4 OM TRADING CO RAMDEV KIRANA SANTOSH BHAVAN 500.00
5 OM TRADING CO MAHAVIR DUDHALAY VALAI PADA 150.00
6 OM TRADING CO TAHAURA DAIRY VALAI PADA 500.00
7 OM TRADING CO SAI BABA KIRANA GALANAGAR 100.00
8 OM TRADING CO RAHEMAN BEAKRY NEW ACHOLE ROAD 150.00
9 OM TRADING CO SHREE JI DAIRY SUNSHAIN 150
10 OM TRADING CO DHARMRAJ DAIRY DHANIV BAG 500
11 OM TRADING CO OM SAI KIRANA PELAHAR 500
12 OM TRADING CO BHAVANI SWEET GORAI PADA 150
13 OM TRADING CO HARSHALI GEN ACHOLE VILLAGE 100
14 OM TRADING CO ITALIYAN BEAKARY GALANAGAR 500
15 OM TRADING CO WEL CARE CHEMIST NEW ACHOLE ROAD 500
16 OM TRADING CO ANIL ICE CEAM SUNSHAIN 150
17 OM TRADING CO SHIVAM DARIY GALANAGAR 1000
18 OM TRADING CO SHREE KRISHNA DAIRY LASAVIR MANDIR 500
19 OM TRADING CO MA JIVDANI GEN LASAVIR MANDIR 500
20 OM TRADING CO BHOLE NATH KIRANA LASAVIR MANDIR 500
21 OM TRADING CO TAHURA DAIRY LASAVIR MANDIR 500
22 OM TRADING CO SAI BABA KIRANA GALANAGAR 150
23 OM TRADING CO MANGAL MUKI SUP MARKETACHOLE VILLAGE 500
24 OM TRADING CO RANGODIYA SWEET DHANIV BAG 200
25 OM TRADING CO LAXMI SWEET VAKAN PADA 200
26 OM TRADING CO MA AMAJ DAIRY DHANIV BAG 300
27 OM TRADING CO YADAV COLDINK NEW ACHOLE ROAD 500
28 OM TRADING CO MAHARAJA ICE CREAM GALANAGAR 500
29 OM TRADING CO AYUSH SODA PUB GALANAGAR 500
TOTAL 10450

Prepared by: Approved by:

Name: Name:

Designation: AGM or BDE or BDM Designation: BH or BM or Zonal KAM

Signature: Signature:
Date: Date:
Prepared by: Approved by:
Name: Name:

Designation: AGM or BDE or BDM Designation: BH or BM or Zonal KAM

Signature: Signature:
Date: Date:
 Annexure 4B
Product Display Contract Form - Beverages

Name of the Outlet

Address

We hereby agree to display the products of Parle Agro Pvt. Ltd. for the below mentioned amount for the period
__________________ to___________________.

Display Reimbursement:

Particulars Amount

Prepared by: Checked by:

Name of Retail Outlet: Name:

Designation: Outlet Representative Designation: Distributor Representative

Signature and Stamp of Retail Outlet: Signature and Stamp of Distributor:

Date: Date:
 Annexure 5
PARLE AGRO PVT. LTD.

Complimentary / Free Stock Authorisation Form - Beverages (Refer Note below)

Distributor Name:

Distributor Address:

Department:
Date:

Recipient Details:
Name:
Address:

Product & Quantity:

Amount:

Purpose:

Prepared by Authorised by
Name: Name:

Designation: Distributor Representative Designation:

Signature: Signature:
Date: Date:

Received by (only in case of PAPL employee)

Name:

Signature:
Date:

Note:
Please attach the Form to the Summary of Complimentary / Free Stock Authorisation
 Annexure 5A
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Summary of Complimentary / Free Stock Authorisation - Beverages (Refer Note below)

Distributor Name:

Distributor Address:

Claim for the month of:

Date Recipient Name Product Name Product Quantity Amount

Total

Prepared by Checked by
Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature: Signature:

Date: Date:

Note:
Please attach the Complimentary / Free Stock Authorisation Form
 Annexure 6
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Sampling Form - Beverages
Distributor Name:
Area:
Distributor Address:

Claim for the Month of:

Product Pack Size Date (Please enter quantity in cases) Total Retailer Total
Qty landing Amount
Rate
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Beverage
Frooti TCA 100 ML / 64
TCA
Frooti Tetra 200 ML / 32
Frooti Tetra 160 ML / 32
Appy Tetra 200 ML / 32
Appy Tetra 160 ML / 32
Frooti Tetra 1 LTR
Appy Tetra 1 LTR
TETRA
Frooti Pet 250 ML / 30
Frooti Pet 400 ML / 24
Frooti Pet 500 ML / 24
Frooti Pet 600 ML / 24
Frooti Pet 1.2 LTR / 12
Frooti Pet 2 LTR / 6
FROOTI PET
Appy Pet 250 ML / 30
Appy Pet 400 ML / 24
APPY PET
Appy Fizz Pet 300 ML / 24
Appy Fizz Pet 500 ML / 15
Appy Fizz Pet 1 LTR / 12
APPY FIZZ PET
Grappo Fizz Pet 300 ML / 24
Grappo Fizz Pet 500 ML / 15
Grappo Fizz Pet 1 LTR / 12
GRAPO FIZZ PET

Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Signature and Stamp of Distributor: Signature:

Date: Date:
 Annexure 7

[ON THE LETTERHEAD OF THE DISTRIBUTOR]

Incentive to PSR / ISR / DSM / Merchandiser / Distributor - Beverages

Distributor Name:

Distributor Address:

Area:

Claim for the Month of:

Sr. No. Brand & Pack Size Incentive Slab Achievement Claim Amount
(Value) (Value) (Value)

Prepared by Checked by
Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Stamp & Signature of Distributor: Signature:

Date: Date:

Note:
1. Please attach circular or email approval for the claim
2. Please prepare separate formats for PSR / ISR / DSM / Merchandiser and Distributor
 Annexure 8

[ON THE LETTERHEAD OF THE DISTRIBUTOR]

Special Discount (Vehicle Subsidy) - Beverages (Refer note below)

Distributor Name: Area:

Distributor Address: Claim for the Month of:

Particulars Amount (Rs.)

Special Discount (Vehicle Subsidy) as approved

Prepared by: Checked by:

Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Stamp & Signature of Distributor: Signature:

Date: Date:

Note:
Please attach circular or email approval for the claim
 REMOVED FROM SOP BASED ON MEETING HELD ON 15th DECEMBER 2012

Annexure 9
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Daily Secondary Sales Tracking Statement - Beverages Retail
Appy Appy Grappo
Name of the PSR / ISR / DSM: _________________________ Basic _________________ TCA Tetra FM PET Others Total
PET Fizz Fizz
FTE / FFE _________________ Base
Name of the Distributor: _________________________ Total ______________ Month :_________________ Target
Date Name of the Area TC PC PC% TCA TETRA FM PET Appy PET Appy Fizz Grappo Fizz
Total Total FM Appy FM Appy FM Appy Total Total Total Total Total Total Total Total Total Total Grand
100ml Cases Value 160ml 160ml 200ml 200ml 1ltr 1ltr Cases Value 250ml 400ml 500ml 600ml 1.2ltr 2ltr Cases Value 250ml 400ml Cases Value 300ml 500ml 1ltr Cases Value 300ml 500ml 1ltr Cases Value Total
1
2

3
4

5
6
7
8
9
10
11
12
13
14
15

16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Total
* FTE - Field Travel Expenses / FFE - Field Food expenses
Prepared by: Checked by: Checked by:
Name: Name: Name:

Designation: PSR / ISR / DSM Designation: Distributor Representative Designation: GO or TGI

Stamp & Signature of Distributor: Signature: Signature:

Date: Date: Date:
 Annexure 9A
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
Market Support - PSR / ISR / DSM Salary Summary Statement - Beverages Retail

Name of GO / TGI: Distributor Name: Month:

Beverage Quantity (Cases) Attendance Productivity

Sr. Total Total
Name of PSR / ISR / DSM Basic Days FTE &
No. TC PC TCA* TETRA* PET* FIZZ* Cases Amount Amount Amount
Present FFE **

10

11

12

13

14

15

16

17

18

19

20

Total for the Distributor

* To be filled only in the month(s) when incentive is declared
** FTE - Field Travel Expenses / FFE - Field Food expenses
Prepared by Approved by Approved by
Name: Name: Name:

Designation: Distributor Representative Designation: AGM Designation: RGM

Stamp & Signature of Distributor: Signature: Stamp & Signature of Distributor:

Date: Date: Date:
 Annexure 10
[ON THE LETTERHEAD OF THE DISTRIBUTOR]

Merchandiser Attendance and Salary Statement - Beverages Modern Trade

Amount of
Date (Input 'P' for Present and 'A' for Absent) Amount of Total Amount
Basic FTE & FTE &
No of Days Basic Salary (Basic + FTE
Name of the Salary per FFE * per FFE
Designation Area - Outlet Name Location State Name of BDE Present earned & FFE)
Merchandiser day day earned
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 (a) (c)
(b) (d) (e)
c=a*b (c + e)
e=a*d

Total
* FTE - Field Travel Expenses / FFE - Field Food expenses
Prepared by Verified by Approved by
Name: Name: Name:

Designation: Distributor Representative Designation: BDE Designation: BDM

Stamp & Signature of Distributor: Signature: Signature:

Date: Date: Date:
 Annexure 11
[ON THE LETTERHEAD OF THE DISTRIBUTOR]
VAT Calculation Statement - Beverages

Distributor Name: Period of Claim

Month From:
Distributor Address: Month to:

Quantity (in cases)

Sr. No. Material Material Primary Net Secondary Margin per Total Margin VAT Total VAT
Code Description Sale Sale (as mentioned Case (Rs.) (Rs.) % (Rs.)
in Column H of (b) (c) (d) (e)
Annexure 2 for c=a*b e=c*d
the period of VAT
claim)
(a)

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16

PS: Please attach challan copy as proof of payment made.

 Annexure 12

[ON THE LETTERHEAD OF THE DISTRIBUTOR]

Statement of Demand Draft Charges

Distributor Name: Area:

Distributor Address: Claim for the Month of:

DD No. DD Date (dd/mm/yyyy) Amount (In Rupees) Charges (In Rupees)

Prepared by: Checked by:

Name: Name:

Designation: Distributor Representative Designation: GO or TGI or BDE

Stamp & Signature of Distributor: Signature:

Date: Date:

Note:
Please attach the original bank deposit slip / DD slip or bank account statement
 Annexure 13

[ON THE LETTERHEAD OF THE DISTRIBUTOR]

CERTIFICATE OF CLAIMS PENDING SUBMISSION TO PARLE AGRO PVT. LTD. & BALANCE CONFIRMATION

Date:
To,

The Business Head or Business Manager or Business Development Manager (mention name)
Parle Agro Pvt. Ltd.
________________ (mention Region / State)

CERTIFICATE OF CLAIMS PENDING SUBMISSION BY DISTRIBUTOR

*
This is to certify that I / We do not have any claims pending submission to Parle Agro Pvt. Ltd. for the months of April to
September / October to March ______ (mention year)

OR

*
This is to certify that I / We have the following claims pending submission to Parle Agro Pvt. Ltd.

Claim for the Amount of

Claim head
Month Claim
Mention details

BALANCE CONFIRMATION

This is to certify that a sum of Rs. (In Figures) (In Words)_______________________________________________________ is

due from / due to * Parle Agro Pvt. Ltd. as per our books of accounts as on _______________________(date - DD/MM/YYYY).

Name:

Designation: Distributor Representative

Stamp & Signature of Distributor:

Date:

* Please strike off whichever is not applicable

 Annexure 14
PARLE AGRO PVT. LTD.

Claim Deficiency cum Deduction Report - Beverages

INTERNAL DOCUMENT

Date:
Distributor Code:
Distributor Name:

Claim for the month of:

Claim head where deficiency exists Claim head where deduction made Amount of
Deduction (Rs.)

Purchase Quantity (Primary) Purchase Quantity (Primary)

Sales Quantity (Secondary) Sales Quantity (Secondary)

Secondary Scheme Secondary Scheme

Discounts (Net rate) Discounts (Net rate)

Product Display Product Display

Complimentary Complimentary

Sampling Sampling

Incentive Incentive

Special Discount - Vehicle Subsidy Special Discount - Vehicle Subsidy

Market Support Market Support

Merchandiser Attendance and
Merchandiser Attendance and Salary Statement
Salary Statement
VAT Reimbursement VAT Reimbursement

DD Charges DD Charges

Rate difference (Due to Invoicing) Rate difference (Due to Invoicing)

Special Events Special Events

Others Others

Reasons for Deficiency (Illustrative) Reasons for Deduction (Illustrative)

Primary Sale figure not matching with sale figure as Incorrect calculation for scheme /
per SAP discounts
Monthly stock Statement not attached
Scheme circular not followed

Claim Top sheet not attached

Claimed for excess quantity

Bills are not acknowledged by the Receiver (Name, Scheme operated apart from approved
Sign and Telephone number) scheme
Retailer is not included in approved Retailer list Deduction in PSR / ISR / DSM Salary
for number of days absent.
Product Display forms not attached

Display forms are not acknowledged by the Retail

Outlet (Stamp & Sign)
Photographs for display claim not attached (as per
limit given in SOP)
List of Outlets of Sampling not attached

Report of Total Call / Productive Call not attached

with PSR / ISR / DSM Salary Reimbursement
Distributor's payment voucher for amount paid to PSR
/ ISR / DSM not attached
Name of PSR / ISR / DSM not in approved list

Approved circular for Incentive to Distributor not

attached
Approved circular of Incentive to PSR / ISR / DSM
not attached
Claims not approved by respective authority (as
defined in SOP) for all types of claims

Note:
1. Please tick by typing 'X' in the box
2. Please attach a copy of this Report when re-submitting claim

Prepared by Acknowledged by
Name: Name:

Designation: Regional Accountant Designation: GO or TGI or BDE

Signature: Signature:
Date: Date: