# ERP and Field Sales for FMCG Distributors | BeatOS

> FMCG distribution ERP with beat plans, van sales, schemes and claims, batch stock and collections, for distributors and super stockists in India and abroad.

URL: https://beatoserp.com/beatos/industries/fmcg

[Home](https://beatoserp.com/beatos) / [Industries](https://beatoserp.com/beatos/industries) / FMCG distribution
FMCG distribution Distributors and super stockists

# FMCG distribution, from beat plan to bank

FMCG distributors and super stockists run beats, van sales, schemes, batch stock and collections in one system. Every outlet visit, order and rupee collected lands in BeatOS ERP the moment it happens.

[Book an FMCG demo](https://beatoserp.com/beatos#demo)
See a working day

- Beats and outlet coverage
- Van sales
- Schemes and claims

Van 2 · Beat East Day closed · 18:20

Outlets billed : 34 of 41

Collected : ₹ 1,86,400

Van stock : Reconciled

Beats and outlet coverage Every outlet, GPS-verified

Van sales Load, sell, reconcile

Schemes and claims Applied on the order

Collections and credit Overdue per outlet

BeatOS ERP for FMCG distributors

## Stock, schemes and money, in one ERP.

The godown, the vans, the salesmen and accounts work on the same batches, price lists, schemes and credit limits.

### Batch stock in every godown

Stock by godown and van, with batch and expiry, so the oldest stock moves first.

- Godowns and vans
- Batch and expiry
- Reorder levels

[Explore →](https://beatoserp.com/beatos/erp/stock)

### Price lists and schemes

Outlet-wise price lists, schemes and discounts applied on every order and invoice.

- Price lists
- Schemes and free goods
- Discounts

[Explore →](https://beatoserp.com/beatos/erp/selling)

### Buying from the company

Purchase orders to the brand, goods received by batch, and bills matched to what arrived.

- Purchase orders
- Receipts by batch
- Bill matching

[Explore →](https://beatoserp.com/beatos/erp/trading)

### GST, credit and collections

GST invoices with e-way bills, credit limits per outlet, and receivables by salesman.

- GST invoices
- Credit limits
- Receivables ageing

[Explore →](https://beatoserp.com/beatos/erp/accounts)

[See every module of BeatOS ERP →](https://beatoserp.com/beatos/erp)

A working day

## A van salesman's day, godown to godown

Click a step to see what the salesman sees in the BeatOS app.

The apps

## What FMCG distributors switch on.

Most start with attendance, beats and invoicing, then add collections, targets and expenses.

Outlet coverage

## Beat plans and outlet coverage.

Every outlet sits on a beat with a visit day. Area managers see which beats are covered and which outlets have not been billed this week.

- Outlets assigned to beats and visit days
- Planned against visited, by salesman and beat
- Productive calls: visits that ended in a bill
- New outlets added with a duplicate check on mobile and GSTIN
- Secondary sales by outlet, beat, brand and item

Pune distributor · this week Live 6 beats

East 94% 39 of 41 outlets

Camp 88% 44 of 50

Kothrud 79% 48 of 61

Hadapsar 66% 29 of 44

Wakad 61% 23 of 38

Kharadi 43% 15 of 35

On beat Slipping Needs attention

198 of 269 outlets Sample data

Schemes and claims

## Schemes applied on the order, claims ready for the company.

The salesman never works out a scheme by hand, and the claim to the company is built from the invoices that earned it.

### Free goods and slabs

Buy-X-get-Y, quantity slabs and value discounts applied automatically as the order is made.

### Scheme periods

Schemes start and end on their dates, by item, brand, outlet group or territory.

### Claims to the company

Scheme claims prepared from the invoices that earned them, with the free goods given and the discount passed on.

### Scheme results

What each scheme sold, by outlet and salesman, so you know which ones are worth running again.

Godown and van stock

## Godown and van stock, reconciled every evening.

Each van is its own stock location, so what was loaded, sold and brought back always adds up.

Morning

### Load the van

The day's stock moves from the godown to the van, by batch.

On the beat

### Sell from the van

Invoices on the spot, from the stock actually on the van.

Evening

### Unload

Unsold stock and outlet returns go back to the godown.

Day end

### Reconcile

Loaded, sold and returned are matched, with cash and UPI handed over.

- Batch and expiry on every stock movement, so the oldest stock goes out first
- Damaged and expired returns taken back against credit notes
- Stock ageing and reorder levels for each godown

Collections and credit

## Collections and credit, outlet by outlet.

The salesman sees what an outlet owes before taking the next order, and the office sees every rupee collected on the beat the same day.

- Credit limits and payment terms per outlet
- Overdue shown before the order is taken
- Cash and UPI collections recorded against invoices
- Receivables ageing by salesman, beat and outlet

### Today

- Orders typed again from a salesman's diary
- Schemes worked out by hand, claims built in Excel
- Van stock counted at month end, if at all
- Collections reported on WhatsApp at night

### With BeatOS

- The van invoice is the ERP invoice
- Schemes applied on the order, claims from the invoices
- Every van reconciled the same evening
- Collections against invoices, live for accounts

FAQ

## From FMCG distributors

Items, schemes and claims are kept by brand, on one set of books.

[Book a demo →](https://beatoserp.com/beatos#demo)

**Can we run van sales?**

Yes. Each van is a stock location. Stock is loaded from the godown in the morning, invoiced at the outlet from what is on the van, unloaded in the evening and reconciled the same day.

**How are schemes applied?**

Schemes such as buy-X-get-Y, quantity slabs and value discounts are set up in BeatOS ERP with their dates, and applied automatically when the order or invoice is made. Claims to the company are prepared from the invoices that earned them.

**Can we see secondary sales?**

Yes. Sales to outlets are reported by outlet, beat, salesman, brand and item, from the same invoices accounts use.

**Does it work where the network is weak?**

Yes. Check-ins, visits and orders are saved on the phone and sent when the network returns, with their real time and place.

**Can we track batches and expiry?**

Yes. Stock is kept batch-wise with expiry dates in every godown and van, and damaged or expired returns come back against credit notes.

Other industries

## Also running on BeatOS.

## Put your beats, vans and schemes in one system.

See your outlets, salesmen and schemes running in BeatOS.

[Book an FMCG demo](https://beatoserp.com/beatos#demo)[Field sales management](https://beatoserp.com/beatos/field-sales-management)
