For businesses aiming for growth, implementing smart strategies in sales and distribution is essential to staying competitive. ERP for Sales & Distribution takes care of this crucial aspect of business
While there are many strategies to consider, the most efficient and rapid approach is leveraging a robust ERP system.
Sales activities encompass everything from customer communication to tracking dispatched orders for each customer. These tasks are often time-consuming and monotonous, but they can be automated and managed efficiently using a powerful ERP system.
The sales management module within an ERP system allows you to maintain comprehensive and accurate records of all sales transactions.
Streamlined Sales and Distribution Functions
ERP for Sales & Distribution enables the seamless updating of total sales and distribution functions. It manages a variety of roles including placing orders, generating new items, scheduling and modifying existing items, sending estimates and quotes to customers, copying, and shipping.
The sales and distribution management module also focuses on creating sales opportunities and effectively utilizing distribution channels to maximize profits. These all features helps businesses to achieve complete digital transformation.
Strategic Business Planning and Growth
Organizations use ERP systems to strategically plan and achieve business growth. These systems provide insights into areas needing improvement and offer guidance on how to perform better in the future.
Automation through ERP eliminates the need for manual data entry, saving valuable time and ensuring timely deliveries.
Boosting Sales and Conversions
In today’s highly competitive market, companies must focus on refining their sales processes and increasing leads and conversions. ERP systems play a crucial role in this by improving the overall efficiency and effectiveness of sales and distribution activities.
Incorporating an ERP system for Sales & Distribution not only streamlines operations but also drives business growth by enhancing productivity and competitiveness.
Additionally, PACE360 facilitates the generation of production advice plans to align production with sales orders. It supports the creation of dispatch orders and multiple dispatches against a single sales order, ensuring smooth logistics management.
Integrated features ease the tasks of finance departments by enabling invoice generation with advance adjustment and sales voucher creation. The system allows for tailored pricing and parts, defining customer-specific prices and reference customer part numbers for personalized quotes and orders. Multi-location management capabilities streamline dispatches from various locations, enhancing delivery efficiency.
Lead capture and quoting tools enable the capture of inquiries, generation of quotations, and tracking of amendments in order with complete history. Opportunity analysis features help identify areas for improvement by analyzing lost jobs and optimizing sales Flexible order management allows for the generation of different order types to cater to diverse customer needs.
Automated calculations ensure accurate pricing based on discounts, excise, taxes, and freight. The system facilitates letter of credit management, association with sales orders for streamlined credit management.
Rejection handling capabilities generate rejection invoices for purchase rejections, considering excise implications.
PACE360’s Sales trend analysis through Management Information System (MIS) provides insights into sales trends, forecasting future sales, and making data-driven decisions. Multi-location inventory management allows for stock transfers between warehouses, ensuring optimal inventory distribution. Service invoicing tools enable the generation of invoices for services rendered to customers.
Variance reporting functionalities help identify discrepancies and improve sales performance. Finally, consolidated sales data provides a top-level view of sales across all child companies, facilitating comprehensive sales analysis and forecasting.
ERP for Sales & Distribution: Streamlining Industry Operations
ERP Software for Sales, Distribution, and Marketing monitors all industry activities. This ERP system aids industries like plastics, manufacturing, food, FMCG, and steel in managing their sales, distribution, and dispatch operations. It integrates information from the finance and accounts module to manage its own activities, ensuring the industry operates efficiently.
Features of the ERP for Sales & Distribution
Customer Details
Customer information is stored in a centralized database on a server, including all relevant details. This centralized storage allows easy retrieval from anywhere. Customers can be grouped based on their orders, with product or industry-specific categories to keep the database organized. The distribution team can contact customers for promotional offers and newsletters, enhancing the business-customer relationship.
Multiple or Multi-Tiered Orders
The module helps sort orders when customers order multiple items on different dates, making order management error-free. Quantities and amounts of products are broken into various orders and saved according to their dispatch dates. The dispatch process is automated, notifying the team about orders to be dispatched, ensuring efficient tracking and execution.
Sales Territories
Businesses often operate in multiple regions, creating geographical challenges. The module categorizes orders based on location and notifies the relevant dispatch location. This feature ensures an efficient supply chain, system-wide integration, and smooth operations, improving workflow.
Automated Distribution
Distribution activities become automated, allowing businesses to create campaigns easily. Automation aids in lead generation and campaign setup, allowing the team to focus on other tasks. The distribution module keeps track of customers, important dates, and other details, with automatic notifications for significant events.
| Pre-Sales Order (S.O.) Cycle (Enquiry / Quotation) | Sales Price List Control Module |
| Depot/C&F/C.A. & interface with HO+Works | Sales / Marketing Scheme |
| Field Management System closely interfaces with Headoffice. | Dispatch Order |
| Sales Budget Calculation – (Product x Customer x Month x Quantity x Price) | Period Slabwise Discount (Trade/Cash) for Purchase & Sales transactions |
| User Defined Sales Organization Structure |
Benefits of ERP for Sales & Distribution
– Automatic generation of reports, quotations, sales orders, and invoices.
– Generation of various invoice types, such as scrap, rejection, spare, commercial, and export invoices.
– Automatic sorting of different orders into categories, simplifying order completion.
– Streamlined monitoring of Supply Chain Management.
– Order placement, scheduling, and dispatching ease workflow and production.
– Centralized data storage facilitates operations across different geographical locations.
– Reduced operational costs by eliminating paper trails and misplacement risks.
The sales, distribution, and dispatch module is a crucial part of the ERP system, ensuring industry functionality and driving business potential. Without this module, the ERP system could fail, resulting in significant profit loss. With over 35 years of experience, ERP solutions have been upgraded to meet modern industry requirements.
Primary Sales Management
– Sales Contract- Sales Order- Delivery Order
– Tracking sales contracts for pending and executed quantities
– Multi-cancellation, holding, or generation of sales contracts with new rates and validity
– Auto credit or debit notes for sales contract settlements
– Booking sales contracts for customers, consignees, or brokers
– Sales acknowledgment and return management
– Loading advice and dispatch planning with item details, order quantities, and balance quantities
– Packing/loading slips based on loading advice
Invoicing
– Invoices generated based on weigh slips and delivery orders
– Daily price lists for various item SKUs for different areas
– Commercial invoicing based on multiple bills
– Expense allocation for exact landed value calculation
Consignee and Broker Management
– Counter sales and expense records for consignment agents
– Broker commission structures for brands, products, and periods
– Automated allotment of brokerage based on sales or purchase transactions
Secondary Sales Management with ERP for Sales & Distribution
– Creating distributor-broker-retailer data networks
– Retailer sales based on applicable schemes
– Analysis of market penetration in retail sector and store-wise volume details.
Credit Control Management
– Bad debt control, interest component tracking, and fund liquidity management
– Customer contract limits to check purchase trends
Target Management
– Tracking distributor targets and achievements
– Segment and product-wise performance monitoring across different geographies
Scheme Management with ERP for Sales & Distribution
– Managing cash discounts, quantity discounts, gift items, and extras
– Auto scheme allocations and inventory control on scheme items
– Quantity reconciliation based on sales returns
Competitor Analysis
– Identifying and analyzing competing products, prices, and sales
Delivery Route Management
– Route preparation and linking of parties within routes
– Route-wise loading assistance for material in vehicles against DOs
Insurance Management
– Insurance policy management and claim generation against shortage/breakage
– Automated accounting flow for claim settlements
Customer Complaint Management
– Capturing and resolving customer complaints against sales transactions
This comprehensive ERP system for Sales & Distribution ensures smooth and efficient operations, driving business growth and success.
