End-to-End Distribution ERP Software for trading and distribution industry

Multi-source Templates:

Pre-configured Excel/CSV templates for distributors, products, warehouses, retail outlets, vehicles, employees, beat assignments and more.

Adaptive Field Mapping:

UI-based drag-and-drop mapping of spreadsheet columns to system fields with validation and preview.

Incremental Updates:

Ability to update existing records without overwriting unchanged fields; dry run mode for error detection.

Automated Error Reporting:

Detailed import logs specifying line-level errors, invalid references, missing mandatory fields and corrective suggestions.

Scheduled Data Refresh:

Cron-triggered bulk imports from FTP/SFTP endpoints.

Entity Relationships:

Define parent-child relationships for companies, zones, regions, territories, distributors, retailers.

Versioning & Rollback:

Maintain history of structural changes and revert to previous hierarchy states.

Visual Tree View:

Expandable/collapsible tree diagrams with drag-and-drop node repositioning.

Cross-linked Entities:

Support for multi-homing (e.g., a retailer can belong to multiple distributors for different product lines).

Pre-Defined Roles:

Admin, Power User, Sales Manager, Warehouse Manager, Finance, Field Sales Executive, Auditor, BI Analyst.

Custom Roles:

Create roles with custom sets of permissions, inheriting or overriding base roles.

Permission Categories:

Module-level (read/write/execute), record-level, field-level, page-level.

Conditional Permissions:

Time-bound or event-triggered permission grants, e.g., temporary access during month-end closing.

Protocol Support:

SAML 2.0, OAuth 2.0, OpenID Connect.

Auto-Provisioning:

Create user accounts on first login based on LDAP group membership.

Group Mapping:

Map LDAP groups to system roles and permission sets.

Batch Approvals:

Define multi-step approval processes for key transactions such as PO confirmation, credit limit override, invoice dispute resolution.

Parallel & Sequential Steps:

Configure steps to run in parallel or enforce serial dependencies.

Conditional Routing:

If-else branches based on transaction values, geographies, or custom script evaluations.

User-defined Notifications:

Email, in-app, SMS alerts on step assignment, completion or escalation.

Auto-Escalation:

SLA timers for each step; auto-escalate to next role or user after SLA breach.

Step-Level SLAs:

Define business hours vs. calendar hours, working-day calendars and holiday lists.

SLA Dashboard:

Visual countdown widgets and aging lists for items nearing or breaching SLA.

Escalation Policies:

Notify supervisors, auto-approve after grace period, or reject when overdue.

Key Metrics:

GRN pending, STN in transit, invoice ageing, claim ageing, exceptions (e.g., QC failures).

Tile Configuration:

Custom tile size, color coding, drill-down links.

Real-Time Refresh:

WebSockets or polling at configurable intervals.

Request/Response:

Record HTTP method, endpoint, payload size, status code, response time.

Debug Mode:

Verbose logging with headers and body for troubleshooting.

Log Retention:

Time-based and size-based archival rules.

Change Snapshots:

Record diff snapshots on every record update.

Comparison UI:

Inline diff display showing additions, deletions, and modifications.

Chart Types:

Bar, line, pie, gauge, KPI tiles, heat maps, geo-spatial maps.

Data Sources:

Live queries on DMS data, external JDBC sources, CSV/XLS imports.

Parameterization:

User-driven filters, date pickers, dynamic drill-downs.

PO Matching:

2-way and 3-way matching (PO vs. invoice vs. QC result).

Barcode & QR Code Scanning:

Mobile and desktop scanning support with camera or USB scanners.

Batch/Lot Tracking:

Auto-generate batch numbers or map supplier batch codes.

Expiry Management:

Set shelf-life and auto-flag near-expiry batches.

Quality Control:

Multi-stage QC checklists, defect codes, photo capture and analysis.

Inter-Depot Transfers:

Request, dispatch, in-transit tracking and auto-GRN at destination.

Transfer Orders:

Manual and automated replenishment based on min/max levels.

Transit Visibility:

Live map view of vehicles in transit with ETAs.

Order Capture:

Web, mobile, EDI, email and API-based order entry.

Credit Limit Checking:

Real-time validation against customer receivables.

Promotions & Pricing:

Tiered price lists, volume discounts, scheme management.

Order Allocation:

Auto-allocation based on warehouse proximity, product availability, FIFO.

Wave & Batch Picking:

Group pick lists by zone, priority or delivery window.

Route Optimization:

Integration with third-party route planners or built-in heuristics.

Mobile Delivery App:

POD capture, signature, photo proof, offline mode and auto-sync.

Container & Pallet Management:

Track container IDs, pallet IDs and packaging hierarchies.

Beat Planning:

The Sales Manager can create the beat based on the assigned territory and planning for the Field Sales Team.

Time Windows:

Define visit time windows, service-level time slots.

Holiday & Event Calendars:

Global, regional and distributor-specific blackout dates.

Beat Locking:

Freeze beats for auditing or end-of-month review.

Upload & Validation:

Bulk upload monthly/quarterly targets with data validation.

Contest Rule Builder:

Point-based, tiered, threshold and knockout contest definitions.

Incentive Calculation Engine:

Formula builder supporting arithmetic, conditional logic and time decay.

Result Publishing:

Automated incentive statements and performance reports.

Fleet Telemetry:

Integrate telematics for speed, idling time, battery/fuel alerts.

Geofence Monitoring:

Enter/exit alerts for defined regions, beat adherence flags.

Missed Beat Detection:

Automated identification of unvisited outlets based on geo‑logs.

AI Flagging:

OCR-based detection of non-compliance in photos (e.g., product placement, pricing).

Survey Module:

Create custom forms for merchandising, competition surveys and outlet audits.

Bulk Review Interface:

Pivot tables, filter/sort by SOS%, survey score or store attributes.

Task Push:

Assign corrective or improvement tasks to field users.

In-App Chat:

Contextual chat threads tied to tasks, routes or outlets.

Performance Notes:

Chronicle ratings, observations and follow-up remarks.

Duplicate Detection:

Fuzzy matching on outlet names, addresses and phone numbers.

Geo-Variance Analysis:

Highlight addresses with improbable lat/long pairs.

Sync Failure Dashboard:

List of mobile offline-sync errors and retry actions.

API Key Management:

Generate, rotate, revoke keys; set rate limits.

Webhook Orchestration:

Subscribe external endpoints to event topics (order_created, grn_posted, invoice_paid).

Pre-Built Connectors:

Connect to ERPNext financial ledgers, BI tools (Power BI, Tableau), route planners, SMS gateways.

Inventory Reports:

Stock ageing, batch expiry, slow-moving items.

Sales Reports:

Region/territory/distributor sales, top SKUs, order fulfilment rates.

Logistics Reports:

Delivery timelines, transit times, loading utilization.

Financial Reports:

Receivables ageing, revenue recognition, margin analysis.

Query Designer:

SQL-free interface for joining modules, filtering and aggregation.

Ad-Hoc Exports:

CSV/XLS/JSON with column configuration and saved queries.

Schedule & Distribution:

Automated report generation and email/webhook delivery.

Live Product Browsing:

Up-to-date inventory, pricing, schemes, and product images.

Custom Pricing & Promotions:

Display area-wise schemes, dealer-specific pricing, and bulk discount offers.

Quick Ordering & Reordering:

Intuitive cart system, reorder from past invoices, and bulk order support.

Order Tracking & History:

Live status updates, delivery date estimates, and invoice downloads.

Multiple Payment Options:

Multiple payment options including COD, and Integration with Razorpay for seamless retailer checkout.

Push Notifications:

Receive instant alerts for scheme launches, dispatches, or new products.

RESTful Endpoints:

Full CRUD for master data, transactions, workflows, analytics.

Webhook Events:

Push-based event notifications for integration with middleware.

Webhook Retry Logic:

Built-in retry with dead-letter queue for failed deliveries.

Custom Apps:

Sandbox environment to develop custom modules in Python/JavaScript.

Hooks & Events:

Pre- and post-transaction hooks, scheduler events.