ERP & Operations · Distribution & Field Service
Distribution & Field Service ERP
Sales, technicians, warehouse, and HR work in one shared flow, from the office or from a client site.
- Modules
- 34
- System addresses
- Two installations running in production
The problem it solves
The moment staff leave the office, a distributor loses the thread. Attendance arrives by WhatsApp, quotations are built in spreadsheets, visit reports turn up whenever they turn up. The mobile app is used on the client’s premises, and approvals move through the manager’s phone.
System flow
- 01
Attendance
Staff clock in from the app with geolocation, no fingerprint hardware
- 02
Activity
Reps log visits and update the pipeline from the field
- 03
Quotation
Quotations are drafted on the client's site
- 04
Approval
Managers approve or reject from their phone, in sequence
- 05
Assignment
Technicians are assigned along with the parts required
- 06
Execution
Technicians report from site while the warehouse prepares goods
- 07
Monitoring
Management watches sales and service progress live
- 08
Payroll
Attendance, overtime, and expenses feed into payslips
Modules
Modules are grouped the way the system actually works, each with its function spelled out.
People & Attendance10 modules
- Employee Records
- Employee data, positions, and org structure
- Attendance
- Geolocated clock-in and clock-out from the app
- Attendance Summary
- Attendance roll-up as the basis for payroll
- Leave
- Leave requests and remaining balance per employee
- Overtime
- Overtime requests with approval and calculation
- Payslips
- Payslip issuance that employees can open themselves
- Expense Claims
- Travel and field operating expense claims
- Requests & Approvals
- Multi-level approval flow for every request type
- Work Schedule
- Shift patterns and visit scheduling
- Career History
- Transfers, promotions, and position history
Sales & CRM10 modules
- Sales Pipeline
- Prospect stages from first contact to won or lost
- Sales Activity
- Visit notes and follow-ups per customer
- Quotations
- Quotation drafting and revision history
- Quote Requests
- Inbound customer requests queued to sales
- Quote Approval
- Manager control over discounts and special pricing
- Customer Records
- Customer profiles, contacts, and transaction history
- Sites
- Customer locations on a regular visit cycle
- Sales Monitoring
- Target attainment by rep and by territory
- Marketing
- Promotional programmes and sales collateral
- Broadcast
- Mass announcements to customers or staff
Products & Warehouse5 modules
- Product Catalogue
- Products with specifications and pricing
- Product Bundles
- Products sold together as a single package
- Spare Parts
- Component stock held for service work
- Warehouse
- Inbound and outbound stock per storage location
- Shipping
- Delivery arrangements to customers
Technical Service4 modules
- Technician Monitoring
- Field technician location and job progress
- Team Assignment
- Work allocation across service teams
- Troubleshooting
- Knowledge base of faults and their remedies
- Installed Base
- Specifications and service history per installed unit
Control & Platform5 modules
- Executive Summary
- Key figures for management on one screen
- Notifications
- Task, approval, and reminder alerts
- Audit Log
- Audit trail of who changed what and when
- Users & Permissions
- Account and authority management
- Settings
- Company, branch, and system parameters
Technology, in plain words
- Go
- A programming language for lean, fast server services
- Next.js
- A framework that builds site screens so pages open quickly
- Flutter
- Builds the Android and iOS apps from one codebase
- PostgreSQL
- Where all the system's records are stored and searched
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