Solutions · Distribution
From order to delivery and payment.
In distribution, the sales rep, warehouse, driver and accounts all work on the same order. When each keeps their own list, mistakes and debts fall through the gaps. See below how it works for a beverage distributor.
Sample Figures, names and screens are for illustration. Every system is built around your processes.
01/06Taking orders
Stop retyping orders from chats.
Orders arrive by Telegram and phone, then someone re-enters them by hand. The price may be out of date and the product may already be out of stock.
A draft order is built from the Telegram message, with the current price and warehouse stock checked right away. The sales rep reviews and confirms it.
The agreement with the customer stays with the sales rep.
Telegram · Baraka Market
Order No. 5118 · Baraka Market
- Apple juice 1 l
- —4 packs × 96,000
- Water 1.5 l
- —3 packs × 21,000
- Price
- —Price list of November 1
- Delivery
- —Tomorrow, first run
- Total
- —447,000 UZS
02/06Credit control
Don’t let shipments to customers with overdue debt go out unchecked.
If the customer’s debt and limit aren’t visible when an order is approved, the goods go out and the debt keeps growing.
Debt, overdue days and the credit limit are checked when the order is approved. If a rule is broken, the order stops and goes to the person responsible.
The sales manager decides whether to make an exception or decline.
Order No. 5124
Nur grocery store
1,650,000 UZS
Customer debt and credit limit
- ✓Price and stock checked
- !Exceeds the limit by 850,000 UZS
- !Has debt 18 days overdue
03/06Delivery
The sales rep, warehouse and driver should all see the same status.
The sales rep says “shipped”, the warehouse says “being picked”, and the driver works from another list. Returns may never be recorded at all.
An order has one history from picking to delivery. Returns are recorded in that history too, with the reason.
The warehouse team checks and accepts returned goods.
- Received09:12
- PickedWarehouse · 11:40
- On the road13:05
- Delivered6 packs
- Return1 pack, damaged
Order history
- 09:12Sales rep entered: 7 packs
- 11:40Warehouse picked: 7 packs
- 13:05Driver loaded
- 14:20Customer accepted: 6 packs
- 14:211 pack returned: damaged packaging, photo attached
Who sees this status
- SSales rep
- WWarehouse team
- DDriver
- AAccountant
04/06Store visits
Which stores were visited, and which were missed?
When a sales rep’s route and visit results exist only in a verbal report, some customers go weeks without a visit.
Planned and actual visits, the result of each and the next task are kept in one list.
The sales supervisor decides whether to change the route.
SSales rep · Sergeli area
- 1Baraka MarketOrder
- 2Nur storeOrder
- 3Oila minimarketNo order
- 4Sahar storeNot visited
- 5Diyor MarketOrder
- 6Malika storeNot visited
- 7Asl MarketWas closed
05/06Receivables
Collecting debt shouldn’t depend on someone’s memory.
Who owes how much, when they promised to pay, who should follow up: if that lives in a notebook or personal chats, debt drags on.
Outstanding balances, the person responsible, payment promises and follow-ups are tracked in one workflow. When a payment arrives, the balance updates.
Management decides whether to extend the terms or stop deliveries.
Nur store
- Reminder sent · November 15
- Customer promised to pay by November 20
- Payment received: 2,000,000 UZS
- Reminder for the remaining 2,200,000 set for November 21
06/06Overview
Orders, warehouse, delivery and money in one chain.
When sales reps, the warehouse, drivers and accounts keep separate lists, the owner pieces the day together by phone every evening.
Every order’s journey and every customer’s debt are visible in one place.
The system shows what needs attention. The decisions stay with you.
- 01Sales reps3 new orders, 2 visits missedIn progress
- 02Credit controlNo. 5124: waiting for part paymentNot shipped
- 03WarehouseNo. 5118: returned pack acceptedRecorded
- 04DeliveryRun 1: all stops completedDone
- 05ReceivablesTotal debt 7.29M UZSUpdated
- 06ReportingSales by repUpdated
Order No. 5118: one history
What needs attention
- Asl Market: debt over 30 daysSSales manager
- Sahar and Malika stores were not visitedSSupervisor