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Sales & Distribution Management

Connected Sales, Distribution & Field Operations

A sales and distribution platform that connects order capture, customer management, inventory visibility, dispatch, delivery, payments, field teams, and centralized business operations.

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Overview

From Customer Orders to Delivery and Payment

Sales & Distribution connects the activities involved in taking customer orders, preparing and dispatching stock, completing route deliveries, collecting payments, and synchronizing operational information with centralized systems.

It supports multiple business roles — including sales executives, customers, dispatch teams, delivery personnel, managers, master-data teams, and administrators — through a connected operating environment.

Core Capabilities

What the Platform Supports

  • Order & Sales Management

    Capture customer orders and manage retailer, consumer, and sales-order activity across the distribution process.

    • Order taking
    • Retailer sales
    • Consumer sales
    • Sales-order activity
  • Customer & Stock Visibility

    Manage customers, retailers, and consumers, with customer stock and current stock information.

    • Customer management
    • Retailer management
    • Consumer management
    • Customer stock information
    • As-on (current) stock information
  • Dispatch & Delivery Operations

    Dispatch trip stock, record deliveries and returns, and reconcile and close each trip.

    • Trip stock dispatch
    • Truck loading quantities
    • Trip delivery
    • Trip returns
    • Trip summary
    • Sales-order summary
    • Returnable management
    • Stock reconciliation
    • Trip closing
  • Payments & Collections

    Record trip payments and customer collections, with payment receipt reporting.

    • Trip payments
    • Customer payment collection
    • Cash and cheque collection
    • Payment receipt reporting
  • Route & Field Operations

    Create route tripsheets, synchronize route trip sales orders and stock, and track sales teams and delivery vehicles.

    • Route tripsheet creation
    • Route trip sales-order synchronization
    • Route trip stock synchronization
    • Sales-team tracking
    • Route delivery vehicle tracking
    • Customer geo-tagging
  • Centralized Administration & ERP Integration

    Manage master data, users, and devices centrally, with integration with existing ERP environments, including SAP.

    • Regions, districts, and routes / areas
    • Customer creation
    • Master-data management
    • Designations and user groups
    • User management
    • Data backup
    • Device configuration
    • ERP synchronization

End-to-End Workflow

Connected Across the Distribution Cycle

An illustrative view of how sales, stock, dispatch, delivery, payments, and centralized business systems can work together across the distribution process.

  1. Customers & Sales

    Sales executives work with retailers, consumers, and other customers.

  2. Order Capture

    Customer orders are taken and recorded.

  3. Stock & Sales Order

    Sales orders are prepared with customer and current stock information.

  4. Dispatch

    Trip stock is dispatched and truck loading quantities are recorded.

  5. Route Delivery

    Deliveries are completed along the route tripsheet.

  6. Payments & Returns

    Payments are collected, receipts issued, and trip returns recorded.

  7. Central Reporting / ERP

    Trips are reconciled and closed, and data synchronizes with central systems and ERP.

Business Roles

Built Around the People Running Distribution

Sales & Distribution supports multiple business roles through one connected operating environment — from the people taking orders and making deliveries to the teams managing data and systems.

In the Field

Orders, deliveries, and collections where the work happens.

  • Sales Executives
  • Customers
  • Dispatch Managers
  • Delivery Teams

Across the Business

Oversight, master data, users, and system configuration.

  • Managers
  • Sales & Distribution Executives
  • Master Data Teams
  • IT Administrators

Mobile Workforce

Operations That Move With the Field

Field teams can access the information they need on the move, record what happens on the route, and keep central systems current.

Works offline

Field activity can continue without connectivity and synchronizes with central systems when the connection returns.

Information in the Field

  • Customer sales information
  • Stock visibility
  • Delivery information
  • Payment information
  • Paperless access to dispatch details

Tracking

  • Customer geo-tagging
  • Sales-team tracking
  • Route delivery vehicle tracking

Collections

  • Field payment collection
  • Receipt handling and reporting

Back-Office Integration

Connected to Central Business Operations

Field and distribution activity connects back to a centralized system, which synchronizes with the ERP and business systems the organization already runs.

  1. Field & Distribution Operations

    Sales, dispatch, delivery, and collections activity from field and mobile users.

  2. Enterprise Cloud / Central System

    Centralized data, cloud-based connectivity, and synchronization with the field.

  3. ERP / Business Systems

    Integration with existing ERP environments, including SAP.

Business Value

Built for Connected Distribution

  • Faster Sales-to-Delivery Operations

    Connect ordering, dispatch, delivery, and payment activities across the distribution process.

  • Better Field Visibility

    Give teams access to customer, stock, delivery, payment, and sales information across field operations.

  • Connected Distribution Operations

    Coordinate customers, routes, stock, deliveries, collections, and management across the organization.

  • Integrated Enterprise Operations

    Connect field and distribution workflows with centralized systems and existing ERP environments.

See Sales & Distribution In Action

Request a demo to see how Sales & Distribution connects ordering, dispatch, delivery, collections, and your central systems.