Docs/Distribution Manager
Live Support

Distribution Manager Docs

Route management & van stock for distributors

Getting Started

1

System Requirements

Distribution Manager is web-based. Salespersons in the field use it from their smartphone. The office dashboard works best on a desktop browser.

2

Setting Up Routes

Go to Routes → Add Route. Name the route (e.g. Kandy North), add the stops in order, and assign a default salesperson and vehicle. Routes can be run daily or on specific days of the week.

3

Adding Products & Pricing

Go to Products → Add Product. Enter the product name, unit, and pricing tiers (different prices for different customer categories). Products are linked to stock in the warehouse.

Routes & Deliveries

1

Starting a Route

Go to Routes → Start Route. Select the route and date. Create a Loading Order to record which products and quantities are being loaded onto the van. This sets the van's opening stock for the day.

2

Recording Sales

During the route, the salesperson opens a customer from the route list and records the sale. Stock is deducted from the van inventory in real time. Payment can be recorded as cash, cheque, or credit.

3

End of Route

At the end of the day, go to Routes → Close Route. The system shows a reconciliation: opening stock vs sales vs returns vs closing stock. Any discrepancies are flagged.

Still have questions?

Our technical support team is available Mon-Sat to help you with any issues or custom requirements.