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Distribute · Distributor management

digiDMS: your distributors, finally visible.

A complete distributor management system that lives in the same Salesforce org as digiSFA. When a rep books an order, the distributor sees it instantly — no API, no sync, no delay.

Same org as digiSFA6 core modules5 AI agentsPriced per distributor

See digiDMS on your network

Tell us a little about your team — we'll tailor the session to your operation.

Six core modules

Everything a distributor runs — and everything you need to see

Inventory management

  • Real-time stock by SKU
  • Batch / expiry tracking
  • Depot-to-depot transfers
  • Low-stock auto-alerts
  • Damage & return tracking

Primary orders

  • Company → distributor PO processing
  • Goods receipt notes, incl. partial GRN
  • Invoice matching & approval
  • ERP / SAP integration
  • Credit note management

Secondary sales

  • Rep order → distributor billing
  • WhatsApp orders via digiEnqash
  • Scheme auto-application
  • Credit-limit enforcement
  • Multi-outlet batch billing

Scheme & trade promotion

  • Buy X Get Y, slab, flat and combo schemes
  • Scheme ledger per outlet
  • Company vs distributor-funded schemes
  • TPM dashboard for the company

Collections & credit

  • UPI / QR, NEFT, cheque and cash
  • Per-outlet credit limits, hard or soft block
  • 30/60/90/120-day ageing
  • WhatsApp reminders with payment links

Beat & van management

  • Beat plans for distributor salesmen
  • Van loading & unloading reconciliation
  • Route optimisation with Google Maps
  • Salesman performance dashboards
The digiSFA + digiDMS connection

Same org. Same objects. Zero integration.

Standalone DMS products sync with your SFA through APIs — with delays, mismatches and phone calls to resolve them. On the Salesforce Edition, digiDMS and digiSFA share the same distributor account, retailer master, product catalogue, price books and scheme engine.

  • Rep order in digiSFA = distributor's sales order in digiDMS, instantly
  • Schemes defined once, executed identically by rep and distributor
  • Field collections and distributor collections on one ledger
  • Company dashboards on standard Salesforce reports — no separate BI tool
SFARep books order at outlet, scheme calculated
DMSDistributor invoices from the same order record
DMSStock reduced FEFO; scheme ledger updated
SFARep sees delivery and outstanding live
HQCompany reimburses scheme claims from ledger data

Inventory you can trust

Stock moves Opening → Purchased → Sold → Damaged → Closing, by SKU, batch and expiry.

  • FIFO / FEFO dispatch logic, configurable
  • Near-expiry alerts at 30, 60 and 90 days
  • Expired stock auto-quarantined
  • Negative stock blocks invoice posting
  • Full stock-movement audit trail

Schemes without leakage or disputes

Every benefit given is recorded per outlet, per scheme and per invoice — so claims are settled from data, not arguments.

  • Visibility rewards tied to planogram compliance
  • Retrospective credit notes after the quarter
  • Schemes linked to rep contests
  • Monthly given-vs-claimable reconciliation
Three dashboards · one org

The same truth for the distributor, sales and finance

Distributor owner

  • Opening / closing stock by SKU
  • Invoices raised vs collections today
  • Top debtors by outlet
  • Van load status

Company sales

  • Secondary sales vs target by distributor
  • Scheme execution rate
  • Billed vs unbilled outlets
  • Primary vs secondary pipeline ratio

Finance reconciliation

  • Outstanding vs credit limit
  • Scheme credit due to distributors
  • GRN vs invoice mismatches
  • GST input vs output by period
5 AI agents for distributor operations

Autonomous help for every distributor

Stock Replenishment

Watches safety stock daily and drafts the primary order — considering lead time, pending GRNs and sales velocity.

Expiry Alert & Clearance

Sends near-expiry alerts on WhatsApp, suggests clearance schemes and outlets, and files damage claims.

Scheme Reconciliation

Compares benefits given vs credits due each month, flags gaps and prepares the claim.

Credit & Collection

Monitors outstanding daily, runs recovery sequences and recommends credit holds.

Primary Order Intelligence

Every week, recommends primary order quantity and timing to cut over- and under-stocking.

Works with digiSFA's 8 agents

Distributor and field collections, schemes and stock signals are coordinated across both products.

Pilot with 2–3 distributors in 6 weeks

We measure scheme leakage, stock accuracy and collection efficiency before you commit to a rollout. Available on the Salesforce Edition (same org as digiSFA) and the Open Source Edition (co-deployable with digiSFA).

Pilot first · decide on data

See your reps, distributors and technicians on digiFrontline — before you sign a full contract.

Start with a 60-minute discovery call. We design a 4–6 week pilot in one territory, agree the KPIs, and you decide on real results.

Start with a 4–6 week pilotBook demo