Features

Master Data & Governance

Govern distributors, products, prices and outlets once, then use them everywhere, ERP-connected or standalone.

Primary Sales & GRN

From purchase order to GRN, with an idempotent ERP push and auto-drafted credit notes on any discrepancy.

Secondary Sales, Delivery & Invoicing

Secondary and counter orders, GST invoicing, delivery with proof, and loading slips, rolled up live for the head office.

Collections, Ledgers & Credit/Debit Notes

Real-time ledgers, aging buckets, cheque workflows and GST-correct notes, synced as they happen.

Inventory, Batch & Expiry

Ten stock buckets, FEFO reservation, expiry alerts and GST-compliant inter-distributor transfers.

Promotions & Trade Schemes

Design a scheme once; it evaluates on the device and on the invoice, with approvals, near-miss nudges and budget tracking.

Returns

Primary and secondary returns with evidence, proportional promotion and tax reversal, and free-goods recovery.

Field Sales (SFA)

A fully offline-first field app: attendance, beat plans, a guided visit, orders and collections, merchandising and end-of-day, synced when signal returns.

Complaints, Feedback & Product Requests

A unified taxonomy for feedback, product requests and complaints, routed with SLA timers and an escalation matrix.

Sales Force Mgmt, Approvals & Targets

Onboard reps, set beats and targets, and clear one Approval Center across every module.

Dashboards, Reports & GST

Role dashboards with Today/MTD/QTD/YTD, a full report catalogue, and GSTR-1/3B/2B built in.

Incentive Management

Slab-based incentives with a collection guardrail, a rep what-if calculator, approvals and clawback.

Expense Management

Travel allowance derived from GPS by vehicle rate, receipt capture, caps, and tamper protection.

Claims Management

Six claim types with mandatory evidence, auto-quarantine of claimed stock, rule-based validation and tiered approval.

Surveys & Feedback

Employee, distributor, retail-audit and end-customer surveys with a visual builder and anti-fraud guards.

Merchandising & Outlet Execution

Facings, share of shelf, planogram compliance and POSM audits, captured on the visit with geo-tagged, live-camera photos.

Loyalty & Rewards

A points program that is portable across distributors, with tiered rewards and rules you control.