DMS Platform

Distributor Management for Primary & Secondary Sales

Real-time dispatch visibility, primary sales collaboration, and full control over secondary sales — across every distributor, every zone.

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DMS — Distributor Management System for Primary & Secondary Sales

Go beyond basic secondary sales tracking. effyChannel's DMS gives you real-time dispatch visibility, primary sales collaboration, and full control over secondary sales — across every distributor, every zone, all in one system.

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Plan — Goal-Driven Distributor Setup

Distributor Onboarding

Self-serve or sales team-led sign-ups with configurable profiles, territory mapping, and credit limit setup from day one.

ERP & Pricing Sync

Sync products, pricing, and scheme masters directly from your ERP — Tally, Odoo, Busy, or custom API — eliminating manual data entry errors.

Inventory Norms & Auto-Replenishment

Set stock norms per distributor and automate primary order triggers when inventory drops below threshold — zero stockouts, zero excess.

Scheme & Promo Configuration

Set up in-bill secondary schemes for upsell and cross-sell, plus distributor growth campaigns, promos, and reward programs — all rule-based.

Credit & Receivables Rules

Define credit limits and receivable tracking rules per distributor tier — automated alerts to managers when overdue thresholds are breached.

Claim Workflow Setup

Configure claim workflows for distributors to seek reimbursements — with approval chains, claim IDs, SLA tracking, and settlement status visibility.

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Execute — Primary & Secondary Sales Flawlessly

Primary Ordering with AI Nudges

Enable primary ordering with AI-driven suggestions — nudge distributors to take advantage of period purchase schemes before they expire.

Dispatch Alerts & Order Tracking

Real-time dispatch update notifications with order status tracking — distributors and field teams always know where their stock is.

Secondary Invoice Generation

Generate secondary invoices with auto-applied schemes and discounts — with support for returns, credit notes, and proof-based claim attachment.

Collections & Payment Logging

Log collections by cheque, cash, or digital payment — each linked directly to invoices for clean reconciliation and zero leakage.

Van Stock & Cash Reconciliation

Reconcile van inventory and cash at end-of-day — auto-flagging discrepancies and generating settlement summaries for field managers.

Returns & Claims Management

Manage product returns and expense claims with attached proof, claim IDs, and real-time approval status — auditable end to end.

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Analyze — Fix Gaps Before They Escalate

Real-Time Stock & Dispatch Monitoring

Monitor stock movement and dispatch status across all distributors live — with drill-downs by SKU, zone, or channel type.

Statement of Account Visibility

Complete distributor-level statement of accounts — credit usage, outstanding invoices, payment history, and claim turnaround time in one view.

Distributor KPI Scorecards

Track performance by distributor or zone — sales velocity, inventory turns, order accuracy, scheme participation, and payment punctuality.

Field Team Visibility into DMS Data

Give field reps and managers live access to distributor stock, order history, scheme status, and KPIs — enabling proactive last-mile execution.

AI Copilot & Deviation Alerts

Detect distribution gaps, payment risks, and scheme under-utilization automatically — AI Copilot informs managers with actionable recommendations before issues escalate.

Custom Report Builder

Build and schedule custom dashboards for leadership — by territory, brand, product line, or time period — with export to Excel or PDF.

Multi-Brand Distributors

Integrates easily with existing ERP or billing systems like Tally, Odoo, and Busy — via FTP or API.

Single-Brand Distributors

Full-featured DMS with end-to-end sales, claims, and stock workflows — no third-party billing system needed.

Remote / Offline Distributors

Mobile-first hybrid DMS ensures visibility and engagement even without a back-office system in place.

Ready to see it in action?

Get a personalised demo tailored to your channel sales and distribution setup.

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