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Connecting with Dealer/Distributor

Managing dealers and distributors efficiently is essential for a smooth supply chain and business growth. This system provides an integrated approach to track, analyze, and enhance dealer/distributor relationships while ensuring seamless operations.

How to Choose

The Right ERP for Your Business

1. Dealer / Distributor Management
  • Manage only assigned dealers/distributors, ensuring exclusive handling and focused engagement.
  • Monitor stock and bookings in real-time, ensuring better inventory control.
  • Tag locations to keep track of dealer/distributor locations for easy accessibility.
  • Securely manage important documents related to dealers/distributors.
  • Maintain history records for better decision-making and relationship tracking.
  • Conduct surveys for feedback and performance evaluation.
  • Organize and manage groups, profit centers, and marketing groups efficiently.
2. Sales Analysis
  • Get detailed sales analytics to assess dealer/distributor performance.
  • Auto WhatsApp integration enables instant communication.
  • Enable visits with check-in/check-out for tracking field operations.
  • Implement geo-fencing for better visit monitoring.
  • Access dealer/distributor history during visits to make informed decisions.
  • Conduct business analysis for deeper insights into dealer/distributor performance.
3. Financial Management
  • View real-time account vouchers and ledgers to track financial transactions.
  • Attach relevant documents during visits for record-keeping.
  • Use customer OTP verification to authenticate orders and transactions.
4. Ordering and Approvals
  • Easy-to-place orders with a user-friendly system
  • Manage assigned customer orders effectively
  • Support for multiple and multi-level approvals to ensure smooth operations.
  • ERP integration for seamless financial and inventory tracking.
  • Implement order restrictions based on business rules.
  • Auto-share orders with customers for transparency
5. Order and Logistics Tracking
  • Track orders in real-time to ensure timely delivery.
  • Maintain a LR register for logistics reference.
  • Handle order returns efficiently to minimize disruptions.
  • Payment collection module to streamline receivables.
6. Business Insights and Reporting
  • Party business summary for quick assessment.
  • Scheme calculations for promotional offers and discounts.
  • View account statements and vouchers in real time.
7. Lead Generation and Management
  • Capture new leads efficiently for business expansion
  • Analyze the lead conversion ratio for tracking effectiveness.
  • Convert leads into existing customers seamlessly.
  • Track new customer visits with check-in/check-out.
  • Enable document uploading for lead verification.
8. Distributor Management Made Easy
  • Access live reports for better decision-making.
  • View real-time inventory visibility to prevent stockouts.
  • Claims management for better financial transparency.
  • Sales analytics and trends for forecasting and strategic planning.
DMS Sub Product

End-to-End DMS

End User Activities – Streamlining Business Operations

End-user activities play a crucial role in business management, ensuring that various operational aspects run smoothly. These activities encompass meeting management, product demonstrations, document handling, financial details, and in-depth business analytics. A well-structured system for handling end-user activities enhances productivity, optimizes decision-making, and improves overall business efficiency.

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