Batch and expiry tracking, scheme management, distributor billing, route-wise dispatch, secondary sales visibility, credit control, and returns handling — all in one connected system.
Procurement, inventory movement, distributor orders, schemes, dispatch planning, billing, collections, secondary sales visibility, and management reporting stay connected inside one operational workflow.
Distributor order received, credit check applied, scheme calculated, and dispatch planned in one connected flow. No manual step between order confirmation and truck loading.
Multi-depot stock tracked batch-wise and expiry-wise. Schemes defined once and applied automatically at every invoice. FEFO enforced at dispatch without manual batch selection.
Distributor secondary sales captured in the system. SKU-wise offtake at retailer level visible — not just primary billing. Replenishment and scheme decisions based on actual channel movement.
Distributor-wise ageing, overdue invoices, and credit utilisation updated with each payment. Field team has current collection data before every visit — no phone call to accounts needed.
FMCG businesses run on fast inventory movement, expiry-controlled dispatch, distributor scheme tracking, credit enforcement at every order, route-wise secondary sales, and returns reconciliation. A generic ERP records sales and stock — it does not handle any of this without manual workarounds that grow more fragile as volumes increase.
Near-expiry and expired stock are tracked in a separate register or not tracked at all. Goods are dispatched from the most accessible shelf, not the oldest batch. Returns due to expired product arrive weeks after dispatch with no record of which batch was sent to which distributor — making the claim impossible to verify.
Trade schemes, free goods offers, and volume discounts are announced by the marketing team and communicated by message. Different salespeople apply different rates. At month-end, scheme liability across all distributors is calculated manually in a spreadsheet — and the number is always an estimate, never verified from the system.
Primary billing to distributors is captured. What distributors have further sold to retailers, how much stock they currently hold, and which SKUs are moving slowly at the depot level is entirely unknown. New scheme decisions and replenishment plans are made without any view of the channel below the first level.
Distributor outstanding and credit utilisation are reviewed once a week by the finance team. Orders are confirmed by the sales team, dispatched from the depot, and invoiced before anyone realises the distributor has crossed their credit limit. Recovery from over-extended distributors takes months.
Returns from distributors, damaged goods rejected at delivery, and replacement claims are handled through phone calls and WhatsApp messages. The system shows gross dispatch quantities, not net. Actual stock on hand at the depot includes returned goods that have not been formally received or re-allocated to inventory.
Products are dispatched to distributors without recording the batch or lot number in the invoice. When a quality complaint or product recall arises, identifying which distributors and retailers received the affected batch requires a manual scan of physical dispatch records — a process that takes days and is never complete.
Batch-wise expiry tracking with FEFO enforcement, scheme auto-application at billing, distributor credit checks at order entry, secondary sales capture, returns with credit note flow, and route-wise dispatch planning are not optional modules in exactllyERP.
They are how exactllyERP works for FMCG businesses.
Every goods receipt and production batch assigned a lot number with manufacturing date and expiry date. Dispatch follows FEFO automatically — the oldest eligible batch issued first. Near-expiry alerts raised before stock becomes a liability.
Schemes defined in the system with eligibility rules, period, SKU scope, and benefit type. Applied automatically at billing — no manual calculation by the sales team. Scheme liability tracked in real time across all distributors.
Distributor-wise credit limit, outstanding balance, advance payment, and overdue invoices visible in one view. Credit check enforced at order entry — orders from over-limit distributors held before dispatch is authorised.
Orders, dispatch, and billing organised by route and salesperson. Secondary sales reported by distributors captured in the system — giving visibility into what is actually selling at the retailer level, not just what is being billed out of the depot.
Returns from distributors received against the original invoice and batch. Damaged goods recorded separately with reason. Credit note generated from the return receipt. Replacement dispatch linked to the return transaction.
SKU-wise inventory tracked across all warehouses and depots in real time. Reorder levels defined per depot. Replenishment triggered automatically when stock falls below threshold. Demand planning based on sales velocity and seasonal patterns.
Every stage in the FMCG supply and distribution cycle connected in one system. Production planning drives procurement. Goods received or manufactured are assigned batch and expiry. Stock allocated to depots. Schemes applied at billing. Distributor orders dispatched with FEFO batch selection and GST-compliant invoicing. Returns received and credited. Outstanding reviewed with ageing.
No manual handoffs. No scheme calculation outside the system.
Batch number carried from inward through depot allocation, scheme application, and dispatch invoice. Every distributor knows exactly which batch they received.
Schemes applied at billing without manual calculation. Benefit type — free goods, discount, or cash back — determined by system rules, not salesperson judgment.
Distributor credit utilisation checked before order is confirmed. No dispatch to over-limit distributors without finance authorisation.
Oldest eligible batch dispatched first. Expiry enforced at dispatch stage — expired stock blocked from being selected for any outgoing order.
Returns received against original batch and invoice. Credit note raised immediately. Returned stock classified and re-stocked or written off based on condition.
Tax invoices generated with HSN codes, GST rates, scheme deductions, and batch details. E-way bill data available for inter-state dispatches.
Batch and expiry tracking, scheme management, distributor billing, route-wise dispatch, secondary sales visibility, credit control, multi-depot inventory, returns handling, demand planning, and SKU-wise margin — each built around how FMCG distribution and sales operations actually run.
Batch number assigned at inward and carried through every transaction. Dispatch invoices record batch dispatched to each distributor. Full trace available for any batch at any time.
MFD and expiry tracked by batch for every SKU. FEFO enforced at dispatch. Near-expiry alerts across all depots. Expired stock blocked. Priority dispatch for batches approaching expiry.
Free goods, volume discount, cash discount, and trade offer schemes defined and auto-applied at billing. Distributor-wise lifting tracked. Month-end liability available from system — not from spreadsheets.
Credit limit enforced at order. Outstanding and ageing visible per distributor. Advance payments applied against invoices. Zone-wise collection report for field teams. Scheme benefit pending tracked per distributor.
Orders organised by route and salesperson for consolidated depot billing. Van load-out and return reconciled per trip. Route performance — value billed, scheme applied, and collection status — available per period.
SKU-wise stock across all warehouses and depots updated in real time. Inter-depot transfers recorded. Reorder alerts by SKU and depot. Demand planning based on sales velocity and seasonal trend.
Returns linked to original invoice and batch. Damage reason recorded. Credit note generated automatically. Returned stock classified for resale or write-off. Net sales figure reflects returns and credits.
GST-compliant invoices with HSN codes, applicable tax rates, scheme deductions, and batch details. E-way bill data available for inter-state movement. Credit notes GST-adjusted against original invoices.
Net margin per SKU after scheme deductions, returns, and actual purchase or production cost. Margin by distributor, route, and region. Scheme impact on margin visible before a new promotion is launched.
Near-expiry stock piling up, scheme liability unknown at month-end, distributors over their credit limit, batch recall scoping, route performance review, margin compression from schemes — situations that come up every week. exactllyERP handles each without manual searches or spreadsheet assembly.
Purchase manager is about to place a replenishment order for three SKUs. Before confirming quantities, she wants to check whether any batches of the same SKUs are approaching expiry across the depots — to avoid further build-up of slow stock.
Finance team needs to provision for scheme liability before closing the books for April. They need the total scheme pending across all active distributors — by scheme type and by outstanding benefit value.
Sales coordinator is about to confirm today’s dispatch list. Two distributors in the Maharashtra zone have placed large orders. She needs to check their outstanding and credit limit before authorising the truck loading.
QC team discovers a quality issue with Batch B-2024-098 (Fruit Drink 250ml). They need to identify every distributor and depot that received stock from this batch so a recall notice can be issued immediately.
Sales manager wants to compare the performance of 6 routes in the Delhi zone for April — total billing, scheme value applied, returns received, and net collections — to identify which routes need attention before the May review.
Brand manager wants to launch a 3+1 free goods scheme on Biscuit 200g. Before approving it, management wants to see the actual net margin on this SKU for March and April — after all existing scheme deductions and returns.
Distributor stock, secondary sales, scheme performance, collections, SKU velocity, and region-wise results — visible in real time.
SKU-wise depot and distributor stock position — including batch and expiry — updated at each dispatch and inward.
SKU offtake at retailer level captured from distributor secondary sales reports — channel visibility below primary billing.
Distributor-wise scheme lifting vs target. Total liability this period. Which schemes are generating sales lift and which are being underutilised.
Orders confirmed but not yet dispatched — by depot and reason. Credit holds, QC holds, and truck availability visible separately.
Zone-wise and distributor-wise overdue ageing. Total outstanding value and count of distributors at or above credit limit.
SKU velocity ranked by depot and period. Slow-moving batches approaching expiry flagged for priority dispatch or redistribution.
Route-wise and salesperson-wise target vs actual billing. Month-to-date progress updated daily without manual consolidation.
Region and zone billing, scheme value, returns, and collection rate — compared across periods. Drill down to route and distributor level from the same view.
From the field sales team to the boardroom — each function gets the data and workflows it needs without depending on someone else to pull a report or make a call.
Route orders, credit status before confirming dispatch, scheme eligibility, and daily sales performance — all visible without calling the depot or accounts team.
Distributor-wise outstanding, scheme lifting vs target, secondary sales data, and credit limit utilisation — for proactive account management and collection planning.
Pending orders cleared for dispatch, FEFO batch selection, truck loading plan, and van trip reconciliation — without manual coordination with the sales team or accounts.
Multi-depot SKU stock with batch and expiry, near-expiry alerts, slow-moving inventory, inter-depot transfers, and reorder triggers — all from one system view.
Distributor outstanding ageing, collections by zone, scheme liability provisioning, and net SKU margin — without waiting for sales or ops to compile numbers at month-end.
Region-wise sales vs target, scheme performance, fast and slow-moving SKUs, outstanding by zone, and margin by product — visible without asking any team to pull a report.
Your ERP holds all the data — batch and expiry records, scheme eligibility and lifting by distributor, outstanding and ageing by zone, depot-wise SKU stock, van sales trip records, return receipts. The AI Copilot lets you ask questions the way you would ask your distribution manager and get the answer immediately.
No report requests. No waiting. No dependency on someone pulling a query.
Generic ERP records purchase orders, sales invoices, and stock movements. FMCG businesses need batch-wise expiry enforcement, scheme auto-application at billing, credit checks at order entry, secondary sales capture, van sales reconciliation, returns with credit notes by batch, and SKU-wise margin after all deductions.
None of these are handled natively by a standard system — without costly customisation.
Questions FMCG businesses ask about batch tracking, scheme management, distributor credit control, returns, and margin visibility — answered from how exactllyERP actually works.
Yes. exactllyERP manages distributor-wise credit limits, outstanding balances, advance payment application, and overdue invoice ageing. Credit utilisation is checked at order entry — orders from over-limit distributors are held before dispatch is authorised, without requiring a call to finance. Zone-wise and route-wise outstanding reports are available for field collection teams on demand.
Yes. Distributor secondary sales — what distributors have sold to retailers — can be captured in exactllyERP. SKU-wise offtake at the retailer level is visible for replenishment planning and scheme decisions. This gives visibility into actual channel sell-through, not just primary billing out of the depot.
Yes. Trade schemes — free goods (N+1), volume discount, cash discount, and channel incentives — are defined in exactllyERP with eligibility rules, period, and SKU scope. Schemes are applied automatically at billing without manual calculation. Distributor-wise scheme lifting is tracked in real time. Month-end scheme liability is available from the system — no spreadsheet reconciliation required.
Yes. Sales performance is tracked by region, zone, route, and salesperson in exactllyERP. Target vs actual billing, scheme value applied, returns received, and collection status are all visible per region per period. Management can identify which regions or routes are below target and drill down to the distributor level without pulling data from multiple sources.
Yes. SKU movement velocity is tracked across all depots by period in exactllyERP. Slow-moving stock reports identify SKUs with low or zero dispatch over a defined window — by depot and batch. Near-expiry slow-moving batches are flagged for priority dispatch. Fast-moving SKUs feed demand planning and replenishment triggers to prevent stockouts.
Yes. Distributor-wise outstanding and overdue ageing — 0–30, 30–60, and 60+ day buckets — are updated in real time with each payment and invoice. The collection team can access zone-wise and route-wise outstanding reports before a field visit. Overdue distributors approaching their credit limit are flagged and their new orders held until the collection is confirmed.
A walkthrough covering batch and expiry management, scheme auto-application, distributor credit control, route-wise dispatch, secondary sales visibility, returns handling, and SKU-wise margin — built around how FMCG distribution actually works.
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