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Distribution & Field Sales

Connect field execution with the operational workflows that manage distribution.

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Field execution connected with distributor operations through Codithic DMS.

Connected Field Operations

One connected operating model

Four field roles share one operating model. Each role covers the activities it supports.

  • Van Sales

    Field sales activity, customer visits, order capture, and related supported tasks.

  • Presales

    Customer visits and order capture before fulfillment, where supported.

  • Delivery

    Execute assigned deliveries and complete supported delivery-related activities.

  • Collector

    Record supported field collection activity.

Field Execution

Different field roles. One connected workflow.

  • 01

    Van Sales

    Complete supported sales work during the customer visit.

  • 02

    Presales

    Record the order before fulfillment, when that role is used.

  • 03

    Delivery

    Carry out the deliveries assigned for the route.

  • 04

    Collector

    Record collection against outstanding amounts in the field.

Central Management + Field Execution

DMS manages the operation. SFA executes in the field.

Supported field activity is managed within the wider DMS operational context.

Codithic DMS is the core management platform for supported distributor operations, including master data, planning, orders, inventory, delivery, collection, reconciliation, reporting, and administration. Codithic SFA is mobile-first field execution for Van Sales, Presales, Delivery, and Collector. Field activity is managed within that DMS context.

Codithic DMS

Core management platform for supported distributor operations, including master data, planning, orders, inventory, delivery, collection, reconciliation, reporting, and administration.

Within DMS operations

Codithic SFA

Mobile-first field execution for supported roles such as Van Sales, Presales, Delivery, and Collector.

Van Sales

Execute sales where the work happens

Van Sales supports the visit, order creation, stock check, delivery when van stock is available, collection, and closeout. Not every step happens on every visit.

Assigned Customer → Visit Customer → Create Order → Check Current Stock → Deliver if Van Stock Available → Collect Payment → Reconciliation → Unload

  1. Assigned Customer
  2. Visit Customer
  3. Create Order
  4. Check Current Stock
  5. Deliver if Van Stock Available
  6. Collect Payment
  7. Reconciliation
  8. Unload

  • A van sales order can be delivered when the required stock is in the van.

  • An existing order may follow the delivery process instead.

Presales

Capture orders before delivery

Presales supports the visit and order capture before fulfillment. The order then connects to DMS order management, planning, and delivery.

Assigned Customer → Visit Customer → Take Order → Presales Order → DMS Order Management → Planning / Delivery

  1. Assigned Customer
  2. Visit Customer
  3. Take Order
  4. Presales Order
  5. DMS Order Management
  6. Planning / Delivery

Order capture and delivery are separate. A presales order is not delivered on that same visit.

Delivery

Execute assigned deliveries

Delivery planning starts from existing or predefined orders. Confirmation, returns, reconciliation, and unloading apply where that operation uses them.

Existing / Predefined Order → Delivery Planning → Delivery Assignment → Load Request → Delivery → Confirmation → Status → Return Collection → Reconciliation → Unload

  1. Existing / Predefined Order
  2. Delivery Planning
  3. Delivery Assignment
  4. Load Request
  5. Delivery
  6. Confirmation
  7. Status
  8. Return Collection
  9. Reconciliation
  10. Unload

Delivery confirmation can be configured as

  • Delivery-based confirmation

    Confirm the delivery as part of completing it.

  • Code verification

    Confirm the delivery through an email or SMS code where messaging is configured for the deployment.

Collection

Connect field collection to DMS settlement

Field teams can record collection against outstanding amounts. The record stays in DMS, and cashier settlement is completed in DMS.

Outstanding Invoice → Field Collection → DMS → Cashier Settlement → Reconciliation

  1. Outstanding Invoice
  2. Field Collection
  3. DMS
  4. Cashier Settlement
  5. Reconciliation

Field collection records the activity. Cashier settlement is a separate DMS step.

Operational Closeout

Keep returns and reconciliation connected

Where returns or replacements are part of the work, they stay connected to inventory and operational reconciliation.

  • Van Sales

    Van Sales → Return / Replacement → Reconciliation → Unload

    1. Van Sales
    2. Return / Replacement
    3. Reconciliation
    4. Unload

  • Delivery

    Delivery → Return Collection → Reconciliation → Unload

    1. Delivery
    2. Return Collection
    3. Reconciliation
    4. Unload

Reconciliation here is operational reconciliation. It applies where the role includes closeout.

Connected Distribution Operations

From customer activity to operational closeout

Supported work can move from field activity, to operational recording of the relevant order, delivery, collection, return, or status, and then to operational closeout through reconciliation and unloading where applicable. Different field roles may follow different paths.

  1. 01

    Field activity

    Supported customer visits and field execution.

  2. 02

    Operational recording

    Relevant order, delivery, collection, return, or status records.

  3. 03

    Operational closeout

    Reconciliation and unloading where applicable.

Different field roles may follow different paths. Not every activity belongs in one sequence.

Adapt to the Business

Standard Product. Supported Configuration. Business-Specific Customization.

Codithic starts from the standard product, then supported configuration, and business-specific customization only where a requirement goes further.

  1. 01

    Standard Product

    Core capabilities for supported distribution and field workflows.

  2. 02

    Supported Configuration

    Adapt supported settings to the business's operational model.

  3. 03

    Business-Specific Customization

    Address additional requirements where needed.

Business Value

Connected Field Execution. Stronger Operational Visibility.

  • Connected Operations

    Keep field activities connected to the central DMS workflow.

  • Clearer Execution

    Give field roles structured workflows for their assigned activities.

  • Better Visibility

    Keep operational information connected across sales, delivery, collection, and closeout.

  • Consistent Reconciliation

    Connect field activity, returns, collection, and operational reconciliation.

Business Context

Built around distribution-led operations

The solution is particularly relevant to businesses where distributor operations and field execution need to work together.

  • FMCG / Distribution
  • Dairy
  • Beverage
  • Pharma
  • General Distribution

Ready to connect field execution?

Explore Distribution & Field Sales

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Tell us about your distribution operations, field roles, and workflow requirements.