The order book is where most distribution businesses lose money quietly. A rep promises stock that is already sold. A customer who is ninety days overdue gets another delivery because nobody checked. A return comes back and gets credited against the wrong invoice. Sales & Return closes all three gaps.
Invoicing from the field
Reps raise invoices on a phone or tablet, with full batch and expiry tracking. Lots are picked oldest-first by default, so short-dated stock moves before it expires — but a rep can override and choose a specific lot when a customer requires it. If an order spans several batches, the split is recorded properly rather than averaged.
Stock is reserved the moment an order is placed. Two reps cannot sell the same case, and the office is not left explaining a shortfall at loading time.
Credit control that holds
Each rep carries a credit profile: maximum credit days, maximum order value, maximum discount. An order inside those limits registers immediately. An order outside them does not fail silently — it goes to an approver, who can approve, adjust, or send it back to the rep with a reason. Approval roles are set through your existing user management.
This is the feature that changes behaviour. Limits written in a policy document get ignored. Limits enforced by the system do not.
Returns
Both sales returns and market returns are covered. The rep raises the return, it appears on the driver’s list for pickup, an approver signs it off, and only then does the stock and the credit move. Returns are always applied against the specific invoice the user selected, never guessed at by the system — which is why the ledger reconciles.
Cheque returns are handled separately, with their own settlement workflow.
Goods receipt and purchasing
A built-in GRN sub-module covers receiving against purchase orders, and a suggestion engine proposes what to reorder based on movement rather than gut feel. Monthly route plans map which rep visits which customers on which days.
Who it is for
Any business with field sales staff raising orders away from the office — pharmaceutical and FMCG distributors especially, where batch and expiry tracking is not optional.
How it installs
Installed through cPanel alongside your existing system. Pairs with FleetDispatch so that an approved order flows straight onto a delivery run, and with MIS Reports for the analysis on top.