One governed source of truth for distributors, products and outlets
Govern distributors, products, prices and outlets once, then use them everywhere, ERP-connected or standalone.
What it does
- Distributor master with GSTIN, PAN and KYC documents, credit terms and per-distributor status
- Ten per-distributor feature toggles and a 3-step activation wizard (KYC, features, credit)
- Product master with HSN, UoM, MRP/LP/PTR and batch or expiry stock types
- Dynamic Product Lists and Customer Lists driven by a rule engine
- Retailer approval flow and standalone tax and price masters
- Bulk Excel upload with an error log, value sets and up to 5 custom fields per entity
How it works
- 1Import or sync from ERP
- 2Validate
- 3Activate the distributor
- 4Publish lists
- 5Use in orders and promotions
KPIs you will track
- Data completeness %
- Duplicate rate
- Distributor activation time
- List refresh accuracy
Who it is for
- Sales ops
- IT and data teams
- Distributor onboarding
A closer look
Govern once, use everywhere
Distributors, products, prices and outlets are defined in one place and then read by every other module. The distributor master holds GSTIN, PAN, KYC documents, credit terms and a per-distributor status; the product master carries HSN, UoM, MRP, LP and PTR, and marks each item as batch or expiry stock. Because orders and promotions read from the same records, a price or a tax rate is correct the moment it is set, whether you are connected to an ERP or running standalone.
Activate a distributor in three guided steps
Onboarding runs through a wizard that captures KYC, switches on the right features and sets credit in sequence, so nobody goes live half-configured. Ten per-distributor toggles decide which parts of the platform each partner sees, and a retailer approval flow keeps new outlets clean before they can be ordered against.
Lists that stay right on their own
Dynamic Product Lists and Customer Lists are driven by a rule engine, so the assortment a rep can sell and the outlets they can bill update themselves as the rules change. Bulk Excel upload with an error log, reusable value sets and up to five custom fields per entity let you load and extend master data at scale without waiting on a developer.
Frequently asked questions
Can we import masters from our ERP?
Yes. Import or sync masters from an ERP, validate them, then use them across orders and promotions. FieldDNA also runs standalone with its own masters.
How many custom fields can we add?
Up to 5 custom fields per entity on distributors, products and retailers, and they are reportable.
How do Product Lists and Customer Lists work?
They are rule-driven: define a rule and the list resolves the matching SKUs or outlets, ready to use in promotions and targeting.
Ready to run your distribution chain from one platform?
Live walkthrough on Microsoft Teams · Tailored to your distribution model · Works on web, Android and iOS