DMS helps businesses streamline operations. See how DMS can elevate your organization! Our platform empowers retailers, distributors, and managers to streamline operations and enhance collaboration. Experience a system that supports your goals and drives success. Let's take this journey together!
1. Party & Channel Hierachy Management
- Multi‑level channel Hierarchy can be created like SS , Distributor and Retailers
- Channel partners can create their own channel hierarchy
- Sales executives can create retailers and assign them to their own channel hierarchy
- Add On Boarding approval process to onboard new channel partners
- FOS can create new parties and assign them to their own channel hierarchy
2. Field Sales Employee Management
- Employees with hierarchical access control to their assigned parties
- Employees creation with Single or bulk upload
- User Rights with Module‑wise and report‑wise permissions
- Attendance & Tracking with GPS Tracking and Live Location Tracking
- Sales Visits with Geo‑Tagging with configurable geo‑tag restrictions
- Performance Review with Manager and Executive Reviews
- Beat Management with Weekly beat planning for managers and Executives follow beats, record visits, and place orders
- Targets & Achievements with Targets assignable from company to field level
- Sales Order Execution with Executives place and track orders for assigned parties
3. Sales Order Process Flow Management
- Orders can be raised by sales executives, channel partners, or office staff
- Configurable Workflow with Fully customizable order approval process
- Retailers can place orders directly to their parent distributor
- Web & Mobile Ordering with Full module available on both platforms
- eCommerce‑Style Ordering with Product images, descriptions, and pricing on mobile
- Delivery & Collection with Assign orders to drivers and track delivery and Driver‑wise cash collection tracking
- Credit Limit Control with Party‑wise credit limits restrict excess ordering
4. Financial Management
- Item Master with DP, Selling Price, MRP, Multiple units for SKU and selling, Slab‑wise pricing, Combo products, Multiple units per product
- Purchase Invoice with Batch‑enabled purchase entry with stock update
- Price & Discount Management with Batch‑wise rate cards, Party‑wise rate cards, Product/Party‑wise discounts, Brand offers & festival schemes
- Sales Invoice & Returns with Convert orders to invoices fully or partially and Pending partial orders tracked in inbox
- Vouchers with Receipts, Payments, Credit Notes, Debit Notes, Receipts linked to invoices, Manual & auto payment reminders
- Document Prefix Settings with multiple and Custom prefixes with starting numbers
- Real‑Time Ledgers with Live party ledger for partners and sales executives
- Tally Integration with Push all financial transactions to Tally
5. Multi warehouse enabled Stock Management
- Multi‑Warehouse Stock with Separate stock tracking per warehouse
- Inward/Outward for internal transfers and adjustments
- Real‑time stock ledger for any item
- Auto Stock Updates on purchase, sales, and returns
- Booked Stock visible during order placement
6. CRM & Marketing Management
- Lead Management with Lead capture, follow up, and conversion tracking
- Quotation Management with Professional quotes generated in seconds
- Installation Tracking with Stage‑wise project tracking made simple
- AMC / After‑Service with Never miss a service commitment again
- Customizable message templates with Enable/disable event‑based notifications and Email, SMS, WhatsApp, and Mobile Push notifications
- Campaign Management
7. ERP extension for Channel Partners
- Child parties inherit relevant ERP functionalities automatically like Sales Force Management, Order Management, Finance Management, Stock Management, Notification System, CRM Module, ERP for Channel Partners, Configuration Modules.
- Channel hierarchy setup with Channel hierarchy setup
- Sales force creation with Sales force creation
- Order management with Order management
- Finance modules for partners with Finance modules for partners
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