For distributors
Grow sales without growing your outstanding.
For a distributor, margin is thin and working capital is everything. Orders come from salespeople on WhatsApp, retailers call directly, credit limits are checked from memory and collections are chased one phone call at a time. We connect ordering, credit and collections so the same team can handle more accounts.
Questions you'll answer in seconds
- “Which retailers are over their credit limit and still ordering?”
- “What did each salesperson sell and collect this week?”
- “Which SKUs will stock out before the next principal delivery?”
- “How much scheme benefit is pending to be claimed?”
Typical: FMCG, pharma, electrical, building materials, auto parts, industrial consumables
The day-to-day
Where distributors lose time and money
Orders arrive in every format
Salespeople forward photos of order slips; retailers send voice notes; someone types it all into Tally.
Credit limits aren't enforced
New orders go out to accounts already overdue because sales can't see outstanding at order time.
Schemes are tracked in Excel
Principal schemes and claims are calculated manually, and money is left unclaimed.
Salesperson productivity is invisible
Which beats were covered, which retailers ordered and what was collected isn't known until month-end.
Workflows
Before and after, workflow by workflow
Each workflow is connected and automated separately — your team keeps working while the next one is set up.
Order capture
Today:Order photos and voice notes retyped into Tally.
After:Salespeople enter orders on mobile against the price list; orders flow to billing with no retyping.
Credit check
Today:Accounts calls sales after dispatch: “This party is overdue.”
After:Order flagged at entry if the retailer is over limit or 60+ days overdue; owner approves exceptions on phone.
Collections
Today:Salespeople carry printed outstanding lists.
After:Each salesperson sees live outstanding for their beat; WhatsApp reminders go out automatically.
Scheme claims
Today:Claims calculated at quarter-end from Excel.
After:Eligible sales tracked against scheme rules as invoices are posted.
Related
Modules distributors start with
- Sales & CRMEvery enquiry, quote, follow-up and order in one place — even if your sales team still works from WhatsApp.
- Quotations, Orders & InvoicingFrom quotation to dispatch to invoice without typing the same order three times — and invoices still post to Tally.
- Finance & CollectionsKnow exactly who owes you money, what is overdue and what needs attention today.
- InventorySee what's in stock, what's stuck and what will run out — across every godown and branch.
- Owner Dashboards & AnalyticsYour whole business on one screen at 9 AM — without asking anyone to prepare a report.
Systems we typically connect
- TallyKeep Tally as your book of accounts. Connect it to sales, collections, inventory and dashboards.
- WhatsAppSend reminders, quotes and approvals on WhatsApp — and capture replies back into the record.
- Excel & Google SheetsTurn the spreadsheets your business depends on into connected, reliable data — without banning Excel.
- ZohoConnect Zoho CRM, Books or Inventory with Tally, WhatsApp and the rest of your operations.
FAQ
Questions from distributors
Do our retailers need to install an app?
No. Retailers can continue ordering through your salespeople or WhatsApp. A retailer ordering portal can be considered later if useful.
Can this work with Busy or Marg instead of Tally?
Often, yes, through data exports or database access. The method depends on your version and setup, which we check during the audit.
Find where your distribution business is losing time and money.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.