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Portals and apps

One system. Eight front doors.

Each person in your business signs in to the portal built for their job. Head office sees everything, a dealer sees their own shop, a plant manager sees the factory. Here is every one of them.

Admin Staff Production Dealer Customer Field sales Dealer app Field app ONE DATA
Goods travel from factory to distributor, dealer and customer while payments travel back
Every hop from factory to customer has a portal built for it.
Portal 1 · Head office

Admin panel

The control room. Set up the catalog, onboard dealers, approve orders, issue invoices, verify payments, run schemes and read the reports. The Super Admin can also step into the staff and production portals.

  • Dashboard with sales, pending orders, active dealers and outstanding
  • Catalog: categories, products, variants, barcodes and raw materials
  • Dealers, onboarding review, field sales, beats and ledgers
  • Users, roles, licences, modules and settings
Super AdminRead OnlyCustom roles
admin / dashboard
Admin dashboard
Dealers list
Products list
Portal 2 · Sales, accounts, dispatch

Staff portal

The everyday desk for your office team. Orders, invoices, dispatch with e-way bills, payment verification, ledgers and support tickets, without any of the settings that only head office should touch.

  • Approve, pack and dispatch orders
  • Issue invoices, credit notes and e-invoices
  • Verify dealer payments and read ledgers
  • Answer support tickets with attachments
Sales AdminAccountsDispatch TeamSupport TeamProduct Manager
staff / orders
Staff portal orders
Staff portal invoices
Staff portal payments
Portal 3 · Plant and purchase

Production portal

For the factory and the godown. Plan what to make, buy what is short, receive goods, run production orders, inspect quality and send work out to job-workers. Dealer money stays out of sight.

  • Planner with shortages and one-click requisitions
  • Purchase orders, goods receipt, vendor bills and payables
  • Bill of materials, production orders and quality checks
  • Transfers, stock take, units and locations
Production ManagerStore KeeperPurchase ManagerQuality Inspector
production / planner
Production planner
Production orders
Bill of materials
Portal 4 · Distributors and dealers

Dealer portal

A shop front for every partner. Dealers browse the catalog at their own rates, order, pay online, see what is due and follow their deliveries. Less phone tag for you, faster reorders for them.

  • Catalog with the dealer's price list, minimum order quantity and schemes
  • Orders, invoices, delivery tracking and returns
  • Ledger, payment due, online payment and payment proof
  • Offers, notifications, analytics and support
DistributorDealer
dealer / dashboard
Dealer dashboard
Dealer catalog
Dealer ledger
Portal 5 · Retail customers (B2C)

Customer shop

The same portal, tuned for consumers. Customers see retail price against MRP, order a single unit, pay online and track delivery. There is no ledger or credit to manage, and the stock is the same stock your dealers buy from.

  • Retail price and MRP on every product
  • Order from one unit, with quick reorder
  • Online payment or cash on delivery
  • Approval kept in your hands before anyone can order
Customer
shop / catalog
Customer shop catalog
Customer dashboard
Customer orders
Portal 6 · Field sales

Field sales desktop

For sales executives and their managers. Plan the day's beat, see who was visited, review orders booked and collections made, and check attendance. The same plan runs in the field sales mobile app.

  • Daily beat with dealers, visits and status
  • Orders booked and cash collected in the field
  • Attendance with location and coverage
Sales executiveArea manager
field sales / dashboard
Field sales dashboard
Daily beat
Field sales team overview
App 7 · Dealers and customers

Dealer mobile app

The dealer portal, made for the thumb. Browse products, add to cart, check out, follow the truck and pay what is due. Opens in the browser and can sit on the home screen like any app.

  • Home with offers, banners and quick actions
  • Search, catalog, cart, checkout and order tracking
  • Invoices, ledger, payments and support

More on the mobile apps

Dealer app home
Dealer app products
Dealer app orders
App 8 · Sales executives

Field sales app

The salesman's day, in one app. Punch in with location, follow the beat, book an order at the shop and take the payment before leaving. Managers see coverage as it happens.

  • Punch-in and attendance with GPS
  • Beat with shops to visit, last order and outstanding
  • New order, collection and ledger at the shop

More on the field sales app

Field sales app home
Field sales app beat
Field sales app orders

Want to walk through them with us?

We will open the portals that matter to your team and show how a day looks for each of them.

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