 Consumer Schemes

 Exchange offers
 Corporate Schemes

November
2019
 Date: 1st November 2019
Discount schemes from 1st November to 30th November 2019
Dear Channel Partners,

We are happy to announce following consumer offers from 1st November to 30th November 2019 and this scheme
letter will supersede all our earlier communication in this connection.

Consumer Discounts
 Consumer Discounts (Valid from 1st November till 30th November 2019) and Exchange Discounts** (Valid
from 1st November till 30th November 2019) (UIC No-FY 19-20/PV/50 & UIC No-FY 19-20/PV/51 )

All Region Total Discount including

Exchange Discount
Consumer Discount Exchange
(INR)

( INR ) ( INR )
Tiago (Petrol) 15000 15000 30000
Tiago (Diesel) 20000 15000 35000
Tigor (Petrol) 25000 20000 45000
Tigor (Diesel) 25000 20000 45000
Nexon (Petrol) 10000 20000 30000
Nexon (Diesel) 20000 20000 40000
Hexa 40000 50000 90000
Safari Storme 35000 25000 60000
Harrier Nil 50000 50000
Bolt 65000 0 65000
Zest 65000 0 65000

Scheme Type for Campaign ID* Campaign ID Campaign code

Cash offer 1-1B3F0WTK 1-102515405096

Exchange offer 1-1B3F1D0W 1-102515426096

*Please insure tagging the correct Campaign ID for the offers while retail
** For dealer share please refer the table in settlement section
 Corporate Discounts
 Corporate offers

For increasing Corporate penetration for the season months of November 2019, we are announcing following
offers for select corporate customer

(Valid from 1st November till 30th November 2019) (UIC No-FY 19-20/PV/52)

5 Regional
Tata Group Top 11 Trust of Office Dealer Share
Models Special segment
/SSS Corporate India nominated including GST*
corporate
Tiago 5000 3000 2000 2000 2000 1500
Tigor 12000 10000 5000 5000 3000 2000
Nexon 7500 5000 2000 3000 3000 2000
Hexa 15000 15000 10000 10000 5000 3000
Harrier 15000 10000 5000 5000 5000 3000
Storme 10000 10000 10000 10000 5000 3000
All Amounts in INR

Note : The dealer share in offers will be 50% of the corporate offer benefit mentioned above or the amount indicated
as dealer share in table, which ever is low.

This month onwards we will be focusing on select corporates through the defined corporate group as mentioned
above

Tata Group / SSS : This includes the Tata Group companies and the companies under SSS

Top 11 Corporates:

These corporates are selected based on number of employees, existing population of Vehicles, ease of getting
permission for activation/ approaching the employees and purchasing capability of the employees

The companies are as below:

Reliance
IOCL SBI HCL Cognizant HDFC BHEL SAIL LIC Accenture ONGC
group

Trust of India : TOI Continues as it is with listed Government Organizations

Special Segment : This segment is created to focus on professionals who are depreciation beneficiaries.
Listed as below
- All corporates purchasing the car in their name under private registration.
- All professionals like Doctors, CA’s, Architects, lawyers etc. who files return and show asset and
depreciation in their books.
- SME’s
- Traders
- All hospitals, educational institutions etc

Top 5 RO nominated corporates : Based on No of Employees, existing car park and purchase capacity.
Will be informed by Regional managers
 1. For all the identified corporates as stated above the email verification is must. Process of verification will be
shared by corporate team
2. The Dealer share mentioned above will be product specific and irrespective of corporate segment
3. TML share will be reimbursed to dealer through GSTN credit note
4. Additional Documents for special segment are as follows:
 Registration certificate for doctors
 Relevant certificates for other professionals
 Trade license/ company registration certificate for traders/ SME
 P&L and Balance sheet copy of last FY

Please mention below Campaign codes at the time of retail

Scheme Type for Campaign Campaign ID Campaign code

ID
Tata Group Corporate 1-1B9CBLCT 1-102873661661
Corporates other than SSS and 1-1BG407M5 1-103282956941
Tata Group
 Scheme Settlement Process Note

TML Contribution will be passed on through TML invoices / credit note will be as per the above table, on vehicles
purchased between 01/11/2019 to 30/11/2019 without any linkage to past or future performance.

The Discount amount referred to above would be including taxes / GST. TML share of basic discount amount, passed
through Invoice or Credit Note, would be net of GST amount.
TML share of discount amount over and above the discount passed on thorough TML invoice, towards above schemes
will be paid / refunded to Dealer, through GST Credit Note. Credit Note will be based on CRM data taken on 6 th of
subsequent month.

Responsibility of Dealer:

a.Preservation of copies of scheme letters / circulars: Dealers should maintain / preserve copies of all scheme
letters & circulars received from TML
b. Record to prove passing of the discount to end customer: Dealer should pass on the entire discount to end
customer through their invoice. The invoice copy, with the discount amount separately disclosed, should be
preserved for producing to tax authorities.
Note:

 TML will upload the GST credit note at Gross of Tax to have net eligible amount in the hands of Dealer, with
reference to original invoice & tax abatement in GSTR-1. Dealer will have to acknowledge the credit note & reverse
proportionate ITC. Dealer to account it as purchase cost reduction and not as income.

 TMI penetration of 75% is must for Nov 2019 retail.

 TD vehicles, Repeat Retails, Media Vehicles, TML Employee Perk car, Government vehicles and vehicle with
preloaded discounts will not be part of any of the Discounts mentioned in this scheme letter.

 All TML Contributions to be claimed by dealer within 90 days.

 Customer can not avail more than two consumer offers at a time. ( Exchange offer not included )

 Aggregator offer & corporate offer are mutually exclusive and No two offers can be availed together.
Dealer Share in consumer and exchange offers :

Dealer Share
in consumer Dealer Share
discount in consumer
(INR, Pre discount Dealer
All Region Exchange Share in
GST) for (INR, Pre
Consumer
Vehicles GST) for Discount Exchange
Discount
invoiced to Vehicles scheme
(INR)
dealers after invoiced to
dealers
1st Sept 2019 before 1st
Sept 2019
( INR, Pre
( INR )
GST)
Tiago (Petrol) 15000 3000 11628 15000 3000
Tiago (Diesel) 20000 3000 14450 15000 3000
Tigor (Petrol) 25000 3500 19004 20000 3000
Tigor (Diesel) 25000 3500 18885 20000 3000
Nexon (Petrol) 10000 2000 7752 20000 3000
Nexon (Diesel) 20000 3000 10634 20000 3000
Hexa 40000 5000 18333 50000 5000
Safari Storme 35000 5000 5000 25000 3000
Harrier Nil Nil Nil 50000 5000
Bolt 65000 10000 10000 0 0
Zest 65000 10000 10000 0 0
Consumer Offer Settlement

Claim Type Documents Required Valid documents Remarks

Retail Invoice showing discount

No documents required at the
Basic Consumer time of offtake but post retail
Scheme given thru proof of discount passed to
Offtake invoice the customer needs to be
submitted.
passed with customer
acknowledgement and dealer
Payout amount
signature,
inclusive of GST.
Cash offered to customer needs to
be mentioned in invoice or
equivalent proof of offer.

LOB wise Working /

Working
calculation sheet
Retail Invoice showing discount
Additional Consumer Retail Invoice with customer passed with customer Payout amount
Scheme acknowledgement acknowledgement and dealer inclusive of GST.
signature

Scheme Letter/TML approval TML Communication

Exchange Offer Settlement

 Manufacturing date is considered for vehicle age calculation.

 Exchange discount will be settled through GST Credit Notes
 Exchange Claims will be settled as per TMA Guide Lines.
 As per the policy of differential exchange schemes, the dealer contribution for dealers not having TMA outlets
will be Rs 2000 more than the specified amount mentioned in the letter.

Claim Type Documents Required Valid documents Remarks

TML Communication Scheme letter/Approval mail copy

LOB wise Working / Payout amount

Working
calculation sheet inclusive of GST.
Retail Invoice showing discount 70% advance
(scheme wise breakup before 21st of next
Retail Invoice with customer month & balance
Exchange details)passed with customer
acknowledgement within 60 days.
acknowledgement and dealer
signature Transfer RC
documents to be
Tagging in CRM , Screen snap of CRM submitted within
Tagging proof
tagging 90 days
Transferred RC Transferred RC
Insurance copy Insurance copy
Corporate / Fleet Offer Settlement

Proofs required for Corporate Claims:

 Proof of retail- CRM retail invoice copy signed by dealer representative and customer.
 Proof of receipt of corporate discount - Confirmation of receipt of eligible corporate discounts passed either
in invoice or customer acknowledgement receipt in form of credit note received.
 Id proof -employee ID card and the email verification document
 Proof of current employment- Company letter from the Organization / Appointment letter / Latest salary slip
 Proof of relationship - In case vehicle is taken in immediate relative’s name then proof of relationship as per
scheme letter terms and conditions
 Special Approvals - Approval copy for case-to-case Payout given on bulk deal / corporate cases.
 Additional documents for CSD / CPC sales – LS / CPC order, Defence / Police forces ID proof.
 There will be an audit by TML for checking the right identity of the corporate/ micro segment customers. In
case of any fake identity proof/ claims submitted by any dealer will liable to get rejection of entire corporate
claims for that month and will not get these benefits for next two subsequent months.

Fleet Offer Settlement

 The aggregator offers would be applicable for the DCO purchases attached to OLA & UBER, Nationally.
 Dealership has to Tag the said Chassis under “Commercial Application”
 Key Account Id of the respective aggregator [Ola PVBU KA / Uber PVBU KA] should be assigned.

Records to prove passing of the fleet discount to Customer.

 Dealership has to collect & submit the below seen documents along with ISL claims for each customer.
 Proof of retail- CRM retail invoice copy signed by dealer representative and customer.
 Proof of receipt of Aggregator discount - Confirmation of receipt of eligible Aggregator discounts passed either
in invoice or customer acknowledgement receipt in form of credit note received
 Identity Proof with Photograph [ Government Id Proof ; PAN, Driving License, Adhar Card, etc]
 Comfort Letter / Recommendation issued by Aggregator in the name of Customer [ Sample attached ]
 All TML Contributions to be claimed by the dealer within 90 days.
 The said aggregator offer would not be applicable on the repeat retails.
 All the claims will be settled basis the reflection in the KAM report & Commercial Application tagging only.
Zest , Bolt Discounts and Hexa Commercial Discount schemes Settlement

- Hexa Commercial – Hexa Sold for commercial application and the proofs provided accordingly
- TML contribution on these cars will be passed on through credit note net of GST.
- Zest, Bolt and Hexa off take must be 80% of the retail for all three models put together for the month of
November 2019. Failing this condition, TML share in the consumer offer will be reduced by 30% net of GST.
- For Example: If the dealership retails 10 vehicles of Bolt, Zest and Hexa put together then minimum offtake of
dealership should be 8 for Zest, Bolt and Hexa put together.
- Please note that there will be no other consumer offer (Corporate/Emerging Market /Exchange) will be
applicable on these chassis.
- No other consumer offer/ DODS will be applicable on these chassis.

Fleet & Corporate Bulk Purchase Discount schemes Settlement

 DODS scheme is not applicable on these chassis.
 Discount offer ends on 30th November 2019.
 Fleet Bulk Purchase offer is applicable only if the off take is equal to the retail for both the brands (Zest
and Bolt) during the month.
 Discount mentioned above is including the taxes/ GST benefit and share of TML will be passed on through
either invoice or Credit note would be net of GST amount.
 Region has to provision the same in the monthly provisioning.

 Documents required to be submitted along with the claims:

1. Purchase Order on the respective dealer on their letterhead

2. The invoice should reflect the name of the key account / fleet operator/ bulk purchaser in all the CRM
entries.
3. Please note the corporate bulk offer is over and above the consumer discount and standard corporate
offer.
4. For Corporate bulk purchases following additional terms need to be followed:
5. Vehicles has to be in the name of single corporate or Single Purchase order must be issued for the order
6. Delivery of the vehicles must be within the same month to avail the offer.
7. Any bulk order more than slabs mentioned in letter must be referred to SHQ for any additional
discount/Payout and final offer needs an approval from Head – Sales Support.
Claim Type Documents Required Valid documents Remarks
Retail Invoice showing discount (scheme
Retail Invoice with customer wise breakup details)passed with
acknowledgement customer acknowledgement and dealer Payout amount
signature inclusive of GST.
2 proofs, Photo ID Card and latest salary 70% advance
Corporate Claim
slip are mandatory before 21st of
Corporate/Fleet 2 proofs, Blank original letter head of the next month &
fleet operator (no photo copy please) and balance within 60
Fleet Cases
company’s pan card copy along with days.
discount approval mail are mandatory .
LOB wise Working /
Working
calculation sheet
Tagging proof Tagging in CRM , Reflecting in KAM

Happy Selling!!!

For Tata Motors Ltd.

Regional Manager