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Client Overview

Envision

The client is a water and juice manufacturing and distribution company managing high-volume, fast-moving SKUs across packaged drinking water and juice categories.

It operates a large, multi-channel distribution network across urban and semi-urban markets, following a multi-level model from C&F agents to distributors and retailers, and supports GT, MT, and retailer-direct sales channels with structured routes and consistent execution.

Client Location

Ahmedabad, India

Industry

Beverage Distribution

Tech-Stack

ERPNext Version: 15.65.4

Web Server: Frappe Cloud

Project Methodology:

Agile Scrum Methodology 

15

warehouses and regional depots supporting distribution operations

25+

active SKUs, including multiple pack sizes and product variants

25000+

retail outlets are serviced through structured routes and beats

3000+

orders processed per month across all territories

Challenges Across Silverblue's Distribution Ecosystem

As the distribution network expanded across products, territories, and channels, the client needed greater visibility, speed, and control across its operations. However, existing processes struggled to keep pace with the scale and complexity of the business.

Leadership & Core Business

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No single source of truth across sales, inventory, distribution, and finance

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Delayed and manual reporting for management and decision-making

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Limited real-time visibility into secondary sales, stock positions, and receivables

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Difficulty tracking distributor and territory-level performance

Distributor Operations

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Limited visibility into real-time stock availability, pricing, and active schemes

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Manual order booking through calls or messages is causing delays and errors

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Unstructured handling of claims, returns, and credit limits

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Lack of transparency in outstanding balances and settlement status

Field Sales Execution

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No structured beat planning or route-level execution system

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Inability to track sales visits, coverage, and field productivity

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Delayed or incomplete order and collection updates from the field

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Limited visibility for managers into on-ground sales activities

Retailer Engagement

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Dependence on sales visits or calls to place orders

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No self-service access to products, pricing, schemes, or order status

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Inconsistent ordering patterns and missed upsell opportunities

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Weak retailer engagement and limited secondary sales visibility

Solution Implemented for Silverblue’s One-Stop Distribution Management Software

To overcome the identified business challenges, the client implemented a fully integrated distribution management system where each component was designed to directly address specific operational, visibility, and execution gaps.

All-in-One Distribution Management Software for Overall Business

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End-to-end visibility across sales, inventory, distribution, and collections

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Standardised execution across GT, MT, and retailer-direct channels

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Reduced manual dependency through structured digital workflows

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Enterprise-ready System for expansion across new territories, distributors, and products

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Improved coordination between leadership, distributors, field teams, and retailers

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A scalable, data-driven foundation to support sustained growth and operational excellence

ERPNext for Leadership & Core Business Challenges

Solution & Features Implemented:

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A centralised ERP platform unified sales, inventory, distribution, and finance data

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Automated order-to-invoice and order-to-cash workflows eliminated manual reconciliations

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Role-based dashboards enabled leadership to monitor performance in real time

Challenges Addressed Through Reports:

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Secondary sales summary reports improved visibility into market movement

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Stock position and ageing reports enabled proactive inventory decisions

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Outstanding and receivables ageing reports strengthened financial control

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Territory and distributor-wise performance reports supported faster decision-making

ERPNext for Leadership & Core Business Challenges ERPNext for Leadership & Core Business Challenges

Distributor Portal for Distributor Operational Challenges

Solution & Features Implemented:

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Distributor Portal provided real-time visibility into stock, pricing, and active schemes

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Digital order booking replaced calls and messages with structured workflows

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Claims, returns, and credit limits were managed through defined system processes

Challenges Addressed Through Reports:

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Distributor stock and movement reports reduced stock mismatches

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Order fulfilment and status reports improved delivery coordination

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Claims and returns summaries increased transparency and control

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Credit utilisation and outstanding reports improved settlement tracking

Distributor Portal for Distributor Operational Challenges Distributor Portal for Distributor Operational Challenges

SFA APP for Field Sales Execution Challenges

Solution & Features Implemented:

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SFA mobile app standardised beat planning and route execution

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Geo-tagged visits ensured accurate tracking of sales activities

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Orders and collections were captured directly from the field

Challenges Addressed Through Reports:

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Beat-wise and route-wise productivity reports improved coverage planning

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Salesperson performance reports increased accountability

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Visit coverage and missed visit analysis highlighted execution gaps

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Collection tracking reports improved recovery and follow-ups

Gamification & Performance Gamification & Performance Gamification & Performance Gamification & Performance

Retailer App for Retailer Engagement Challenges

Solution & Features Implemented:

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Retailer App enabled self-service ordering without waiting for sales visits

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Real-time visibility into products, pricing, schemes, and order status

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Reorder and order history features encouraged consistent buying behaviour

Challenges Addressed Through Reports:

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Retailer ordering frequency and value reports improved engagement tracking

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Secondary sales trend reports strengthened demand visibility

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Inactive retailer and top retailer analysis helped prioritise outreach

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SKU-level demand insights supported better assortment planning

Gamification & Performance Gamification & Performance Gamification & Performance Gamification & Performance

See How a One-Stop Distribution Management Solution Can Fit Your Network

Contact Us

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Embedding DMS into Silverblue’s Daily Operations

A structured adoption approach was followed to ensure the successful rollout and long-term usage of the Distribution Management System across all stakeholders.

Process Standardisation

Manual workflows for order booking, dispatch, collections, claims, and reporting were standardised and aligned with system processes.

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90%+ transactions moved to system-driven workflows within the first 90 days

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30–40% reduction in process deviations and rework

Role-Based Onboarding

Users were onboarded based on defined roles with clear responsibilities and system access.

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95%+ active usage among field sales users within the first 60 days

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70%+ retailers actively placing orders through the Retailer App

Onsite Training & Enablement

On-site training sessions and hands-on walkthroughs were conducted using live business scenarios.

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Multiple onsite training sessions were conducted across regions

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80%+ users fully trained before go-live

Phased Rollout

The system was rolled out in phases to minimise operational risk and ensure a smooth transition.

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Zero disruption to daily order processing during rollout

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100% transition from manual to system-based order booking within 3 months

Adoption Monitoring & Support

System usage was continuously monitored to identify adoption gaps and ensure compliance.

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Daily and weekly reports tracked login, order, and transaction activity

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Faster issue resolution through dedicated support during early adoption

Long-Term Sustainability

The system was embedded into daily operations to support ongoing growth and scalability.

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New distributors and users onboarded with minimal training effort

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DMS was established as the primary operational system across the organisation

Driving Decisions with Real-Time Distribution Analytics

ERP for Leadership & Core Control

Sales & Secondary Sales Summary

Sales & Secondary Sales Summary

Shows consolidated primary and secondary sales across distributors, territories, and channels.

Solves: Lack of a single, real-time view of overall sales performance.

Stock Position & Ageing Report

Stock Position & Ageing Report

Displays current stock levels, movement, and ageing across warehouses and distributors.

Solves: Poor inventory visibility and risks of stock-outs or excess stock.

Outstanding & Receivables Ageing

Outstanding & Receivables Ageing

Provides real-time visibility into outstanding balances, credit utilisation, and overdue receivables.

Solves: Weak control over collections and cash flow.

Distributor Portal Report

Distributor Stock & Movement Report

Distributor Stock & Movement Report

Shows opening stock, inward, outward, and closing stock at the distributor level.

Solves: Lack of clarity on distributor stock availability and movement.

Order Status & Fulfilment Report

Order Status & Fulfilment Report

Tracks orders from booking to dispatch and delivery.

Solves: Delays and uncertainty in order execution and fulfilment.

Claims, Returns & Credit Utilisation Report

Claims, Returns & Credit Utilisation Report

Displays claim status, returns, and current credit usage against limits.

Solves: Poor transparency in claims settlement and credit control.

Field Sales Management Report

Beat-wise Visit & Coverage Report

Beat-wise Visit & Coverage Report

Shows planned vs actual visits and market coverage by beat and route.

Solves: Lack of visibility into field activity and coverage gaps.

Salesperson Performance Report

Salesperson Performance Report

Tracks orders, sales value, visits, and productivity per salesperson.

Solves: Difficulty in measuring and managing field sales productivity.

Collection & Recovery Report

Collection & Recovery Report

Provides real-time visibility into collections captured from the field.

Solves: Delayed tracking of collections and follow-ups.

Retailer Software Report

Retailer Order Frequency & Value Report

Retailer Order Frequency & Value Report

Shows how often retailers place orders and the average order value.

Solves: Inconsistent retailer ordering patterns.

Top & Inactive Retailer Analysis

Top & Inactive Retailer Analysis

Identifies high-performing retailers and inactive or low-engagement accounts.

Solves: Lack of focus in retailer engagement and reactivation efforts.

SKU-wise Retailer Demand Report

SKU-wise Retailer Demand Report

Displays SKU-level demand and buying trends at the retailer level.

Solves: Limited visibility into product demand and upselling opportunities.

Impact Achieved Through Unified Distribution Software

Reduced order processing time by 30-40% through digitised workflows

Improved secondary sales visibility by 25–30% across the distribution network

Decreased inventory mismatches and stock issues by 20–25%

Increased field sales productivity by 15–20% with structured route execution

Accelerated collection cycles by 20–25% using real-time outstanding tracking

Standardised execution across GT, MT, and retailer-direct channels

Strengthened pricing, credit, and approval controls

Improved distributor and retailer engagement through self-service processes

Built a scalable, data-driven foundation to support future growth

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