Distributor orders that reach your ERP clean and reconcile on receipt
From purchase order to GRN, with an idempotent ERP push and auto-drafted credit notes on any discrepancy.
What it does
- Draft to Submitted to Processing to Invoiced, with an idempotent push to ERP
- Credit banner showing limit, utilised and available, plus MOV and MOQ checks
- Copy a past order and bulk upload; Track Order timeline (SO, invoice, GRN)
- Line-by-line GRN (invoiced, received, damaged, expired, shortage) with photo evidence
- Shortage auto-raises a credit request; auto-credit thresholds with ASM approval
- Auto-drafted credit note with a full approval trail
How it works
- 1Order
- 2Approve
- 3ERP sales order
- 4Invoice
- 5GRN
- 6Discrepancy to credit note
KPIs you will track
- Order-to-invoice cycle time
- GRN discrepancy %
- Credit-note ageing
Who it is for
- Distributors
- HO sales ops
- Finance
A closer look
Orders that reach the ERP clean
A distributor order moves from Draft to Submitted to Processing to Invoiced, and the push to the ERP is idempotent, so a retry never creates a duplicate sales order. A live credit banner shows the limit, what is utilised and what is available, and minimum order value and quantity checks stop out-of-policy orders before they are submitted.
Receipt that reconciles line by line
Goods receipt is recorded against each line as invoiced, received, damaged, expired or short, with photo evidence attached at the point of receipt. A Track Order timeline ties the sales order, invoice and GRN together, and copying a past order or bulk uploading speeds up the repeat business that makes up most of a distributor day.
Discrepancies become credit notes automatically
When a receipt is short, the system raises a credit request on its own. Auto-credit thresholds settle small gaps under ASM approval, and anything larger drafts a credit note that carries a full approval trail, so finance sees why every adjustment was made.
Frequently asked questions
What happens when a GRN has a discrepancy?
A shortage auto-raises a credit request, and an auto-drafted credit note goes through an approval trail.
Is the push to our ERP safe to retry?
Yes. The push is idempotent, so retries do not create duplicate orders.
Can distributors reorder quickly?
Yes, by copying a past order or bulk uploading, with a Track Order timeline from sales order to invoice to GRN.
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