Distributor Management ERP Software
Track primary and secondary sales, distributor stock, field sales teams and retailer orders.
Common Distributor Management Challenges
- No visibility into distributor stock and secondary sales
- Field sales activity cannot be verified
- Retailer orders are lost or delayed
- Schemes leak without control
One System for the Whole Operation
Distributor Management ERP connects company, distributors and field teams so stock, secondary sales and retailer orders are visible to everyone who needs them.
Key features
- Primary and secondary sales
- Distributor stock visibility
- Field sales beat plans
- Retailer ordering
- Scheme control
Modules Included in Distributor Management ERP
A typical Distributor Management ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Distributor 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.
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1Primary OrderSales
Primary Order
- Department
- Sales
- Users / Roles
- Regional Manager
- Area Manager
- Sales Representative
- Inputs
- Customer or business requirement
- Activities
- Primary Order recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Distributor Stock
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Distributor Stock
-
2Distributor StockWarehouse
Distributor Stock
- Department
- Warehouse
- Users / Roles
- Warehouse Manager
- Warehouse Supervisor
- Store Keeper
- Inputs
- Output of: Primary Order
- Activities
- Distributor Stock recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Beat Plan
- ERP Modules
- Inventory
- Warehouse Management
Typical configuration – refined to your exact process during implementation.
Next process: Beat Plan
-
3Beat PlanProduction
Beat Plan
- Department
- Production
- Users / Roles
- Production Manager
- Production Planner
- Production Supervisor
- Inputs
- Output of: Distributor Stock
- Activities
- Beat Plan recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Retailer Order
- ERP Modules
- Manufacturing Planning
- Bill of Materials
Typical configuration – refined to your exact process during implementation.
Next process: Retailer Order
-
4Retailer OrderSales
Retailer Order
- Department
- Sales
- Users / Roles
- Regional Manager
- Area Manager
- Sales Representative
- Inputs
- Output of: Beat Plan
- Activities
- Retailer Order recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Delivery
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Delivery
-
5DeliveryLogistics
Delivery
- Department
- Logistics
- Users / Roles
- Delivery Staff
- Inputs
- Output of: Retailer Order
- Activities
- Delivery recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Secondary Sales
- ERP Modules
- Trips & Dispatch
- Fleet Management
Typical configuration – refined to your exact process during implementation.
Next process: Secondary Sales
-
6Secondary SalesOperations
Secondary Sales
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Delivery
- Activities
- Secondary Sales recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Claims
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Claims
-
7ClaimsFinance
Claims
- Department
- Finance
- Users / Roles
- Accountant
- Inputs
- Output of: Secondary Sales
- Activities
- Claims 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 Distributor 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
Sales
- Regional Manager
- Area Manager
- Sales Representative
Channel
- Distributor Owner
- Distributor Operator
Logistics
- Delivery Staff
Finance
- Accountant
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 distributor 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 Distributor Management ERP
See Distributor Management ERP configured for your processes. Request a personalised demo or a quote for your requirement.