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PrismERP - Sales & Distribution Management

Ensure proper distribution of goods for each distributor with PrismSDM

Sales & Distribution Management (SDM)

PrismSDM provides full transparency between distributors and retailers

Order Management

Effecient customer order tracking to ensures fullfillment

To streamline the sales process by integrating multi-channel orders into a single, central, and well-organized system, PrismERP order management gives real time data based on customers location to get them their product as soon as possible.

Benefits

  • Scalable order processing
  • Order history management
  • Order status tracking
  • Accounting automation
  • Sales tax automation
  • Lower inventory cost
  • Credit management
  • Order search

Core Features

  • Work Order BOM
  • Market Return
  • Price Control
  • Sample Order
  • Work Order 
  • Quotation

Sales Delivery

Delivery invoice preparation & tracking

PrismERP supply chain management allows any type of company to ensure just in time delivery by maintaining smooth shipment operation with multiple shipping addresses and effective delivery management.

Benefits

  • Delivery invoice preparation & tracking
  • Multiple shipping address
  • Delivery packing list
  • Delivery gate-pass
  • Delivery tracking
  • Delivery Challan
  • Partial delivery
  • Delivery return
  • Sales Delivery
  • Delivery order
  • Route assign

Core Features

  • Challan Without Invoice (Delivery Order)
  • Generate Carton Number for Delivery Challan
  • Sales Delivery Challan Management
  • Vessel Information Management
  • Instant Delivery on Invoice
  • Multiiple Shipping Address
  • Carton Capacity Management
  • Site Delivery Address
  • Delivery Packing List
  • Packing List Printing
  • Shipment Schedule
  • Delivery Return
  • Delivery Order
  • 2-way matching

Dealer Management

Equip dealers with powerfull suite of tools for automation and managing sales channel

PrismERP dealer management offers a comprehensive approach to enhancing sales effectiveness through flexible dealer management and improved communication.

Benefits

  • Better decision making
  • Seamless integration
  • Better communication
  • Enhanced efficiency
  • Flexible management
  • Inventory control
  • Single solution

Core Features

  • Purchase Requisition to Work Order
  • Automated Invoice Intigration
  • Receipt Voucher
  • Payment Voucher
  • Dealer Portal
  • Delivery Out

Sales Promotion

Multiple criterion based advanced sales promotion configuration

PrismERP sales promotion enables various marketing strategies to increase sales with organizational advantages while tracking the target audience.

Benefits

  • Multiple criterion based advanced sales promotion configuration
  • Advance marketing strategy
  • Competitive advantage
  • Track target audience
  • Specific objectives
  • Sales Promotion
  • Increase sales
  • Cost reducing

Core Features

  • Bulk Update General and Trade Discount
  • Promotional Gift(Gift Voucher)
  • Product Promotion & Discount
  • Membership Card Discounts
  • Bulk Quantity Promotions
  • General Discount
  • Coupon Discount
  • Trade Discount
  • Free Product

Credit Control

Control and monitor customer credit control

Financial stability, cash discounts, credit durations, and collection policies are all examples of credit control, which offers an accurate accounting of the proportion that encourages the sale of products or services by giving credit to clients.

Benefits

  • Streamline accounting process
  • Automated limit checking
  • Ensure business growth
  • Better risk management
  • Reduce late payments
  • Protect cash flow
  • Time saving

Core Features

  • Batch Credit Limit Update Based on Sales Rate
  • Block Credit Limit on Credit Receipt Days
  • File Upload for Credit Limit
  • Customer Credit Limit

Sales Target

Features to provide and track sales target for sales person

In order to reach a long-term goal with a successful sales strategy, establish a target for the supply chain operation that measures individual sales activities, promotions, timeliness, and respective quantities.

Benefits

  • Effective sales strategy
  • Measure sales activities
  • Increase market share
  • Boost productivity
  • Proper direction
  • Long-term goal
  • Define Goals

Core Features

  • Individual Target and Achievement
  • Monthly/Quarterly/Yearly Target
  • Target vs Achievement summary
  • Product wise sales target
  • Collection Target
  • Sales Planning
  • Self Target

Sales Incentive

Outline the best sales incentive programme to reach organizational's sales goals

Achieving organizational objectives is facilitated by motivating employees to work more productively by recognizing top performers and outlining the greatest sales incentives.

Benefits

  • Organizationational benefits
  • Better team collaboration
  • Enhance team productivity
  • Recognize top performers
  • Ensure job satisfaction
  • Target achievement
  • Increase sales

Core Features

  • Sales Incentive and Commission Management
  • Incentive Provisioning on Sales Invoice
  • Automated Incentive Calculation
  • Sales Incentive Configuration 
  • Incentive Adjustment

Commission Management

Calculate commission against set criterias

PrismERP commission management assigns and manages commissions targets for sales members, distributors, and allows provision of setting commission rate for sales invoice.

Benefits

  • Extensive compensation management
  • Automated commission calculation
  • Monitor individual performance
  • Manage payroll expenses
  • Set commission criteria
  • Performance visibility
  • Encourage employees

Core Features

  • Sales Incentive and Commission Management
  • Commission Provisioning on Sales Invoice
  • Distributor Commission Management
  • Commission Disbursement

Territory Management

Manage sales territories & territory wise sales professionals

To establish the appropriate sales strategy by territory management, individual sales professionals should forecast and analyze the sales demand for each territory, setting territory-specific goals and measuring success.

Benefits

  • Effective territory hierarchies
  • Track performance analytics
  • Better customer interaction
  • Proper task distribution
  • All in one solution
  • Visualize CRM data
  • Time saving

Core Features

  • Territory wise Sales & Collection Report
  • Territory wise Target and Achievement
  • Territory Area Management
  • Territory Organogram

Bill Claim

Manage employee expense claim and disbursement with faster visibility

Bill/Expense Claim is made when employees make expenses out of their pocket on behalf of the company. For example, if they visit a customer premises and want to make a claim on the transportation expenses. The claim can be made through the employees own self service portal (ESS Portal). They can see the claims they have made and the status of those claims.

Benefits

  • Information Accuracy
  • Real Time Reporting
  • Expense overview
  • Improve Visibility
  • Faster Process
  • Less Error

Core Features

  • Employee Bill Claim From ESS
  • Advance Bill Adjustment
  • Bill claim Purpose
  • Bill Disburse
  • Bill Sanction
  • Claim Bill

Card Receipt

Easier process for credit/debit card payment by automatic calculation

Configure card receipt machines and bank wise policies and take payment from customers via card machines. All charges applicable will be automatically calculated based on the policies and appropriate general ledger is always kept updated. Based on the automatic calculation, PrismFMS saves the organization time and money both.

Benefits

  • Organization Transparency
  • Transaction clearity
  • Secure transaction
  • Save valuable time
  • Detail Information
  • Easier process

Core Features

  • Bank Charge Management
  • Card Device Management
  • Card receive voucher list
  • Multiple Type of Cards

Cheque Books

Issues cheques for all the relevant financial transactions of an organization

Cheque book management provides the ability to print and track all cheques easily and maintain the status of each individual check from issued to bank until clearing.

Benefits

  • Information Transparency
  • Secured transaction
  • Convenient Method
  • Limit Free Service
  • Less Expensive
  • Online Tracking

Core Features

  • Received Cheque Management
  • Cheque Leaf Management
  • Direct Cheque Printing
  • Multiple Cheque Status
  • Cheque Register
  • Cheque History
  • Issued Cheque

Make your sales & distribution system easier for salesmen, distributors and resellers

Distributors Stocks

The availability of proper distribution of goods or products for each distributor are reliably ensured by the system. PrismERP allows the added benefit of increased manufacturing efficiency and the elimination of delivery crises leads to improved customer support.

Secondary Sales

PrismERP ensures accurate sales and operations of distributors with the retailers starting from the step of business requisition to price control to reducing inventory piling up redundantly. The streamlined process of secondary sales from PrismERP allows utmost visibility between distributors and retailers, improving the business relationship with one another.

Territory Management

Make proper analysis of all the shipment details as well as delivery of goods to customers. Reporting provides all the specific details of sending date, receiving date, delivery date, Total cost, quantity of goods etc.

Hire/EMI Sales

Maintaining EMI for the customers can be quite a cumbersome task. PrismERP saves time and effort in abundance by accurately calculating and managing EMI for each of the customers. Ensuring payments in installments is now easier than ever!

Sales Target Vs Achievement

Analyze all the supply chain activities via reporting. Able to report individual employer working activities in supply chain as well as the detailed chain process and invoices of goods manufacturing, selling and delivery etc.

Secondary Sales Management

Track & manage dealers/distributors stock, inventory & sold products

Secondary sales management integrates secondary invoicing, secondary customer management, secondary inventory, and secondary delivery challan which are related with distributors and dealers inventories.

Benefits

  • Effective production planning
  • Manage distributor stocks
  • Better inventory control
  • Avoid unexpected product
  • Complete market insights
  • Track dealers details
  • Organized cash cycle

Core Features

  • Secondary inventory management
  • Secondary customer management
  • Secondary dealers management
  • Secondary delivery challan
  • Manage secondary invoice

Hire Sales

Purchase aggreement with customer & structured EMI calculation by taking into account the down payments

PrismERP Hire Sales enables installment-based sales, where the size of the down payment is defined according to the product and category, with various interest rates.

Benefits

  • Monthly payment details
  • Easier payment planning
  • Various payment methods
  • Interest evaluation
  • EMI calculation

Core Features

  • Unearned Carrying Charge Calculation
  • EMI Installment Scheduling
  • Multiple Interest Rates
  • EMI Invoice Tracking
  • Down Payment Control
  • EMI Policy

Customer Management

Customer wise ledgers, transactions, documents, and many more

End to end order management system delivers higher satisfaction to customers so that they can make orders repeatedly to ensure greater business profit.

Benefits

  • Increase customer satisfaction
  • Better customer knowledge
  • Higher customer retention
  • Target effective audience
  • Specified customers need
  • Increased revenue

Core Features

  • Customer Documents
  • Membership Points
  • Customer Ledger
  • Customer Orders
  • Customer Tickets
  • Customer Portal

Field Force Management

End-to-end solution to gather & track records from field force

From a single automated solution with real-time data, track and monitor every field force activity of a business that differs from company to company, business to dealer, and business to customer.

Benefits

  • Minimize duplication
  • Increase automation
  • End-to-end solution
  • Immediate reporting
  • Real time workflow
  • Minimal inaccuracy
  • Faster accounting

Core Features

  • Field force Activities Management
  • Field force Android Application
  • Route Configration
  • Location Tracking
  • Route Assign

Sales (Local & Foreign)

Manage sales & related shipment, auto inventory with export LC

Commercial invoices, proforma invoices, and work orders as per export LC can be created, tracked, and assigned by PrismERP sales with consideration to specific sales contracts.

Benefits

  • Easier currency exchange
  • Better risk management
  • Better LC management
  • Inventory management
  • Shipment management
  • Increased revenue
  • Faster growth

Core Features

  • Individual Target and Achievement
  • Monthly/Quarterly/Yearly Target
  • Target vs Achievement summary
  • Product wise sales target
  • Collection Target
  • Sales Planning
  • Self Target

Why PrismSDM?

  • Powerful combination of Integrated modules
  • Consisting business process
  • Shipping, billing, pricing, delivery

Contact our SDM experts

+880 1730071001

17 + years working experience

with PrismERP

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PrismERP Brochure

Go through all the solution's overall features & reports provided by PrismERP

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Company Profile

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SDM At a Glance

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