Dealer Management ERP Software
Manage dealer onboarding, orders, schemes, targets, claims and outstanding from one system.
Common Dealer Management Challenges
- Dealer orders arrive by phone and WhatsApp
- Scheme calculations are disputed
- Targets and achievement are tracked in Excel
- Claims take weeks to settle
One System for the Whole Operation
Dealer Management ERP gives dealers a structured ordering process, calculates schemes automatically and tracks targets, claims and dues in one place.
Key features
- Dealer onboarding and documents
- Scheme and incentive calculation
- Target vs achievement
- Claims and credit notes
- Dealer-wise ledger
Modules Included in Dealer Management ERP
A typical Dealer Management ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Dealer Management Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
-
1Dealer OnboardingHR
Dealer Onboarding
- Department
- HR
- Users / Roles
- HR Manager
- HR Executive
- Payroll Executive
- Inputs
- Customer or business requirement
- Activities
- Dealer Onboarding recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Order
- ERP Modules
- Attendance
- HR Management
Typical configuration – refined to your exact process during implementation.
Next process: Order
-
2OrderSales
Order
- Department
- Sales
- Users / Roles
- Regional Sales Manager
- Area Sales Manager
- Sales Officer
- Inputs
- Output of: Dealer Onboarding
- Activities
- Order recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Scheme Applied
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Scheme Applied
-
3Scheme AppliedOperations
Scheme Applied
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Order
- Activities
- Scheme Applied recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Dispatch
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Dispatch
-
4DispatchLogistics
Dispatch
- Department
- Logistics
- Users / Roles
- Logistics Manager
- Transport Manager
- Dispatcher
- Inputs
- Output of: Scheme Applied
- Activities
- Dispatch recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Invoice
- ERP Modules
- Trips & Dispatch
- Fleet Management
Typical configuration – refined to your exact process during implementation.
Next process: Invoice
-
5InvoiceFinance
Invoice
- Department
- Finance
- Users / Roles
- Accountant
- Claims Executive
- Inputs
- Output of: Dispatch
- Activities
- Invoice recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Claim
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Claim
-
6ClaimFinance
Claim
- Department
- Finance
- Users / Roles
- Accountant
- Claims Executive
- Inputs
- Output of: Invoice
- Activities
- Claim recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Settlement
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Settlement
-
7SettlementFinance
Settlement
- Department
- Finance
- Users / Roles
- Accountant
- Claims Executive
- Inputs
- Output of: Claim
- Activities
- Settlement recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Collection
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Collection
-
8CollectionFinance
Collection
- Department
- Finance
- Users / Roles
- Accountant
- Claims Executive
- Inputs
- Output of: Settlement
- Activities
- Collection recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Who Uses Dealer Management ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Sales Director
- Channel Head
Sales
- Regional Sales Manager
- Area Sales Manager
- Sales Officer
Channel
- Dealer Owner
- Dealer Staff
Finance
- Accountant
- Claims Executive
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current dealer management processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Dealer Management ERP
See Dealer Management ERP configured for your processes. Request a personalised demo or a quote for your requirement.