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Distributor Operations

Connected operations for modern distribution.

Codithic DMS provides a central operational management platform for distributor operations, connecting master data, planning, orders, inventory, delivery, collection, returns, reconciliation, reporting, and administration.

Field execution for Van Sales, Presales, Delivery, and Collector connects through Codithic SFA.

Connected distributor operations across setup, field execution, and operational visibility.

Distributor Operations

One operational platform across the distributor lifecycle.

Codithic DMS is the core operational management platform for distributor businesses. These capabilities work together as one operational layer.

How It Works

From distributor setup to operational closeout.

Distributor operations can involve these connected DMS capabilities. The flow is conceptual and can support different operational paths. It is not a mandatory transaction sequence.

Conceptual operating flow grouped as setup, fulfillment, and closeout: Master Data, Plan, Order, Inventory, Deliver, Collect, Return or Replace, Reconcile, Report, then Configure or Improve. Capabilities can support different operational paths. It is not a mandatory transaction sequence.

  1. Setup

    Distributor information and planned work provide the operational starting point.

    1. 01Master Data
    2. 02Plan
  2. Fulfillment

    Orders, inventory context, and delivery stay connected for fulfillment.

    1. 03Order
    2. 04Inventory
    3. 05Deliver
  3. Closeout

    Collection, returns when they apply, operational reconciliation, reporting, and supported configuration can follow different paths.

    1. 06Collect
    2. 07Return / Replace
    3. 08Reconcile
    4. 09Report
    5. 10Configure / Improve

Start with a connected distributor foundation.

Distributor Management provides the operational context for managing multiple distributors and their connected DMS activities.

  • Distributor Context

    Maintain distributor-related operational context.

  • Connected Operations

    Connect distributor activity with master data, planning, orders, inventory, delivery, collection, and reconciliation.

  • Central Visibility

    Provide a consistent operational view across distributor activities.

Build the foundation. Plan the work.

Master Data

Master data provides the foundation for consistent operational information across DMS.

  • Distributor
  • Customer
  • Product
  • User
  • Role

Planning

Planning connects intended work with execution. Delivery planning is based on existing or predefined orders.

  • Journey Planning
  • Delivery Planning
  • Planning connected to execution
  • Delivery planning based on existing or predefined orders

Connect orders with inventory.

Order Management and Inventory stay connected so fulfillment has both order context and current stock context.

Order Management and Inventory are connected. Orders can be viewed, created, and updated, including existing or predefined orders. Inventory provides current stock visibility, batch-based inventory, and fulfillment context. Van Sales can check current van stock. Delivery operates with inventory context.

Order Management

  • View, create, and update orders
  • Existing or predefined orders
  • Order context for fulfillment

Shared fulfillment context

Inventory

  • Current stock visibility
  • Batch-based inventory
  • Inventory context for fulfillment
  • Van Sales can check current van stock
  • Delivery operates with inventory context

Order Management and Inventory stay connected for fulfillment.

Connect planned operations to field execution.

DMS is the central operational management platform. SFA is the mobile-first field execution layer.

Codithic DMS provides central management for planning, order management, inventory, delivery, collection, returns, reconciliation, reports, and administration. Codithic SFA supports mobile-first field execution for Van Sales, Presales, Delivery, and Collector. DMS and SFA connect conceptually.

Codithic DMS

Central management and operational records.

  • Planning
  • Order Management
  • Inventory
  • Delivery
  • Collection
  • Returns
  • Reconciliation
  • Reports
  • Administration

Connected layers

Codithic SFA

Mobile-first field execution.

  • Van Sales
  • Presales
  • Delivery
  • Collector

DMS and SFA are connected operational layers.

Keep field collection connected to DMS settlement.

Field collection and DMS cashier settlement are separate steps. Reconciliation then provides operational closeout.

Field Collection → DMS → Cashier Settlement → Reconciliation

  1. 01

    Field collection

    Field teams collect payments and collection information.

  2. 02

    DMS record

    Collection information is recorded in DMS.

  3. 03

    Cashier settlement

    The cashier performs settlement in DMS.

  4. 04

    Reconciliation

    Operational closeout after settlement. This is not accounting or general-ledger processing.

This is not a payment gateway or banking system.

Keep returns and operational closeout connected.

Returns and replacements remain connected to inventory and operational reconciliation. These activities depend on the relevant operational path. Not every delivery involves a return.

Delivery / Van Sales → Return Collection / Return → Reconciliation → Unload

  1. 01

    Delivery / Van Sales

    The operational path that can include a return.

  2. 02

    Return collection / Return

    When a return occurs, it stays connected to inventory.

  3. 03

    Reconciliation

    Operational closeout for the relevant path.

  4. 04

    Unload

    Completes the operational cycle on paths that include unload.

Reconciliation here is operational closeout, not general-ledger or accounting reconciliation.

Turn operational activity into visibility.

Reporting connects conceptually to DMS capabilities such as planning, orders, inventory, delivery, collection, returns, reconciliation, and administration.

Reports

Structured operational information and documented activity from connected DMS processes.

Analytics

Compare activity, review trends, and identify areas requiring attention.

Current Reports capability does not represent AI forecasting, recommendations, or predictive analytics.

Control access. Adapt supported operations.

Administration

Administration manages users, roles, permissions, and access to supported capabilities.

  1. Users
  2. Roles
  3. Permissions

Configuration

Configuration adapts supported operational settings to operating requirements.

  • Supported operational settings
  • Supported configuration
  • Adaptation to operating requirements

Standard product. Supported configuration. Business-specific customization.

Codithic provides a standard DMS foundation. Supported configuration can adapt supported operating settings. Business-specific requirements can be addressed through customization and engineering services.

Standard Product → Supported Configuration → Business-Specific Customization

  1. 01

    Standard Product

    A standard DMS foundation for distributor operations.

  2. 02

    Supported Configuration

    Supported configuration adapts supported operating settings.

  3. 03

    Business-Specific Customization

    Business-specific requirements can be addressed through customization and engineering services.

One connected view of distributor operations.

Distributor context, DMS operational records, and SFA field execution stay related. This is a conceptual view of how those areas connect.

Distributor provides operational context. DMS holds central operational records for master data, planning, orders, inventory, delivery, collection, returns, reconciliation, reports, and administration. SFA connects mobile-first field execution for Van Sales, Presales, Delivery, and Collector.

  1. 01

    Distributor

    Operational context for the distributors and activities DMS manages.

  2. 02

    DMS records

    Central records across master data, planning, orders, inventory, delivery, collection, returns, reconciliation, reports, and administration.

  3. 03

    SFA field execution

    Mobile-first execution for Van Sales, Presales, Delivery, and Collector, connected to those operational records.

Business Context

Built around the way distribution businesses operate.

The solution is relevant to distributor operations across these business contexts.

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

Business Value

Connected operations. Clearer control.

  • Central Operational Management

    Keep distributor operations connected through DMS.

  • Better Visibility

    Bring operational information together across capabilities.

  • Connected Field Execution

    Connect mobile-first field activity through SFA.

  • Operational Continuity

    Keep planning, execution, returns, reconciliation, and reporting connected.

Connect your distributor operations.

Talk to us about your distribution processes, DMS requirements, and field operations.