DMS

Every distributor-to-retailer sale, invoiced and visible in real time

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

FieldDNA Secondary Sales, Delivery & Invoicing

What it does

  • Secondary and counter (walk-in) orders with a beat-filtered retailer pick
  • Promotions panel showing qualifying, near-miss and not-eligible, with a free-goods column
  • Configurable edit window and stock check; delivery with GPS, item-wise shortfall and proof of delivery
  • GST invoices with free goods at zero, amount in words, duplicate watermark and bulk print
  • Share invoices by WhatsApp or email; loading slips by route, van and driver
  • Invoice cancellation with promotion and free-goods reversal in a 48-hour default window

How it works

  1. 1Order
  2. 2Deliver
  3. 3Invoice
  4. 4Dispatch
  5. 5Collect

KPIs you will track

  • Secondary sales MTD
  • Fill rate
  • Invoice cycle time
  • Proof-of-delivery compliance

Who it is for

  • Distributor back-office
  • HO sales
  • Finance

A closer look

The beat and the counter in one flow

Secondary orders and walk-in counter orders share the same screen, with a beat-filtered retailer pick so the rep only sees the outlets they cover. A promotions panel shows what qualifies, what is a near miss and what is not eligible, with a free-goods column, so the benefit is visible while the order is still being built.

GST invoices done right, shared instantly

Invoices carry free goods at zero value, the amount in words and a duplicate watermark, and can be printed in bulk. Finished invoices go out over WhatsApp or email, and loading slips are grouped by route, van and driver so dispatch is organised before the vehicle leaves.

Deliver with proof, cancel cleanly

Delivery captures GPS, item-wise shortfall and proof of delivery, so a disputed drop has an answer. If an invoice has to be cancelled, the promotion and free goods reverse with it inside a configurable window that defaults to 48 hours, leaving the ledger and stock consistent.

Frequently asked questions

Are the invoices GST-compliant?

Yes. GST invoices include free goods at zero, the amount in words and a duplicate watermark, and support bulk print and WhatsApp or email.

How is delivery proof captured?

Delivery records GPS, item-wise shortfall and proof of delivery by signature, photo or OTP.

Can an invoice be cancelled?

Yes, within a configurable window (48 hours by default), with promotion and free-goods reversal.

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