FEATURES
Every feature, with its own page.
48 features of SmartMy Distribution, grouped by area, each with the plans that have it. Open one to see what it does, who uses it and how it works.
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Highlights
The parts of SmartMy Distribution people notice first.01Market map and white space by pin codeEvery retailer on a map, coloured by sales or by days since the last bill, with sales shaded by pin code, district...How it works →02Retailer names matched in dealer uploadsWhen a dealer's sheet, Tally or BUSY names a retailer, SmartMy finds your retailer by GSTIN, phone, the dealer's own...How it works →
ON THIS PAGE
01Dealers02Schemes and dealer sales03Retailers and field sales04Market intelligence05Dealer stock and messages06Large networks07GST (India)08Accounting09Assets10Across SmartMy DistributionDealers
10 featuresDealers and retailers by area and beatEvery dealer and retailer sits in your own map of the market: region, area and beat, each with its manager. A retailer is linked to the dealer that serves it, and each dealer carries its group, salesman, status and credit days.Dealer groups with price lists and credit termsPut dealers in groups such as Distributors and Dealers, each with its price list, credit limit and credit days. A new dealer takes its group's terms, and every order, portal page and app screen shows that dealer's own prices.Dealer onboarding with approvalA new dealer starts as a request with its GSTIN or PAN, the signed agreement and the proposed group, area, salesman and credit. A distribution manager approves it; the dealer then becomes active with those terms and gets its portal login by email.Dealer orders with credit and overdue checksEvery dealer order is checked when it is confirmed: the dealer's status, its credit limit with open orders, and bills overdue past its credit days. An order that fails waits for an area or distribution manager and is confirmed by itself once approved.Dealer status and ageingEvery dealer is Prospect, Active, On Hold or Closed, and the status decides whether its orders flow and whether its portal is open. Dealer Ageing shows what each dealer owes by how long it is overdue, by area, dealer and salesman.Dealer portal: catalogue, ordering and deliveryEach dealer gets its own web pages. They show a catalogue at its own prices and the credit it has left. They also show every order with its status, deliveries, proof and invoices. It opens on any phone or computer, in the dealer's language.Dealer statement and online paymentDealers see their account on the portal for any period, with every bill, credit note and payment and a running balance. Each bill opens its own page to pay online, and invoices, credit notes and the statement download as PDF.Schemes live in the dealer's basketAs a dealer types quantities on the portal's New Order page, the basket shows the free goods and discounts it gets. It also shows how much more of an item reaches the next slab or free lot.Dealer returns with credit notesA dealer sends back damaged, expired or wrong goods against the order they came on, with photos, from its portal. Once approved, a return delivery and a credit note at the order's prices and taxes are made.Announcements, documents, targets and help tickets for dealersYour dealers read your announcements, open your price lists and circulars, follow their monthly targets and raise help tickets on their portal. You see who read each announcement.
Schemes and dealer sales
3 featuresSchemes with budgets and approved claimsRun free goods, slab and value discount schemes by dealer group and area, with dates and a budget that stops them once spent. Dealers' claims are approved through your chain and credited by a credit note.Dealer stock and secondary salesEach dealer's closing stock and its sales to retailers, item by item, reach you from the dealer portal, an Excel sheet or your office. Sell-through shows what really left the dealer's shelf, and primary sits beside secondary for every dealer and item.Dealers on SmartMy Trade, Tally or BUSYA dealer can bill from SmartMy Trade in its own entity in your database, or stay on its Tally or BUSY. Either way its sales and stock of your items reach you every day, with nothing typed.
Retailers and field sales
7 featuresNew retailers and the outlet censusA salesman pins a new shop at its door, or a dealer names one on its portal or in its sales. Each is checked for duplicates and waits for an area manager.Outlet classes and outlet reachEvery month your retailers are ranked by 90 days of sales into classes A, B and C, each with its own visits a month. Outlet Reach shows which retailers are active, lapsed, never bought or new.Beats, visits and the salesman's day with km claimEach salesman gets his beats and their days. He starts the day in the app with a photo, checks in at shops against their pin, and ends the day. With SmartMy HRMS the kilometres can be claimed.Collections and targets for salesmenSalesmen record cash, UPI and cheques collected at the shop; the office marks each one received and books it as a payment against the dealer. Monthly targets by value, for a salesman or a dealer, show what is achieved from confirmed orders.Visit forms and shelf auditsYour own forms for salesmen to fill at a visit: surveys, feedback, and shelf audits whose yes or no questions earn points. Each audit scores the outlet.Competitor prices from the marketKeep a list of competitor brands and their items, each matched to one of yours. Salesmen record the selling price and offer they see at a shop, with a photo. Each item shows its last price, the 90-day average and how far it is from yours.Incentives, leaderboard and team broadcastsIncentive slabs turn the share of target a salesman achieves into an incentive and points, and a leaderboard ranks the team every night. Managers send messages to all salesmen and dealers, and get the team's day every evening.
Market intelligence
8 featuresUBO, ECO and numeric distributionSee each month how many outlets your dealers billed (UBO) and how many bought enough to count (ECO). See what share of outlets carry each item, how far must-sell and new items reached, and which outlets went quiet. By area, dealer, salesman and outlet class.Market map and white space by pin codeEvery retailer on a map, coloured by sales or by days since the last bill, with sales shaded by pin code, district or town. The places where you do not sell yet are ranked by households or population. A few clicks turn the best of them into a new beat.Item trends and new launch trackerSee which items and categories grow or fall in each area against last month and the same month last year. Follow each new launch week by week: the outlets it has reached against the target you set.Head office drill-down to the outletOne screen goes from the whole country down to a region, area, beat, dealer and one outlet. Every level shows sales against last month and last year, billed outlets, coverage and launches. Pick any item and every figure follows it, on the web, a phone or the manager's app.Data freshness and late dealer remindersSee when each dealer's stock and sales last came in, from where, and which dealers are late. Late dealers are reminded every morning, and you see how much of your secondary sales is up to date.Retailer names matched in dealer uploadsWhen a dealer's sheet, Tally or BUSY names a retailer, SmartMy finds your retailer by GSTIN, phone, the dealer's own spelling or a close name. Clear matches are taken; doubtful ones wait on a short review list, and every answer is learnt.Dealer loyalty pointsDealers earn points on every bill you post to them and take them as gifts from your catalogue or as a credit note. Each request goes through your approval chain, and dealers follow it on the portal.Slab schemes over a month or quarterA quantity slab scheme can be reached on everything a dealer buys over the scheme's period (QPS) instead of order by order. When the period ends, the slab each dealer reached, less goods it sent back, is claimed and credited through your approval chain.
Dealer stock and messages
2 featuresDealer stock ledger, stock cover and suggested reorderEach dealer's stock of your items as a ledger, with its damaged and expired goods. See how many days of sales it holds, and the reorder that brings it back to your norm. One click turns the suggestion into a dealer order.Messages to dealers and dashboards per roleSend one message to all your salesmen, dealers or both, or only those of some areas, by app, WhatsApp and email. Dealers also find it on the portal. Each role opens Distribution on a ready-made dashboard: My Day for salesmen, Area for area managers, Distribution for the head of sales.
Large networks
10 featuresControl tower alertsEvery morning SmartMy Distribution checks the network and raises alerts for the right area manager. Dealers not ordering, retailers who stopped buying, stock-outs, late dealer figures, salesmen without visits or away from the shops. The manager closes each one as Dealt With.Scheme results: what each scheme soldEach scheme shows what its items sold to the dealers it covers during the scheme, against the same number of days before. It also shows the extra sold and the cost of each extra unit.Van salesLoad a van from the depot in the morning, bill shops from it in the salesman app, and unload what is left in the evening. Each bill is a posted GST invoice paid by cash, UPI or credit, and the day ends with the cash counted against the bills.Retailer ordering and retailer loyaltyShops order from the dealer who serves them on their own page, at the dealer group's retailer prices and with your retailer schemes. The dealer confirms and delivers, the delivery counts as the dealer's secondary sales, and shops earn points they turn into gifts.The salesman app, also offlineThe SmartMy Distribution app for Android and iPhone runs the salesman's day: the beat, visits, orders, collections, forms and new retailers. On Scale it keeps working without signal and sends what was done, in order, when the phone is back online.WhatsApp ordering for dealers and retailersDealers, and shops if you allow it, order by writing to your WhatsApp number. They pick from lists or send "code x quantity" lines, see the basket with schemes and credit, and confirm. The order is placed as from the dealer portal, and the same chat gives status, the statement and help.Auto-replenishment for dealersEach dealer gets a minimum and a maximum per item from its forecast sales and your lead time. Every day, where stock has fallen to the minimum, an order up to the maximum is proposed. It is placed, suggested to the dealer, or held for your office.Duplicate outlets caught by photoA salesman adds a shop that is already there under another name. The AI compares its shop photo with the photos of the outlets nearby and lists the likely pair. An area manager merges them, and the shop's history ends up on one outlet.Retailer sell-out (tertiary sales) importLoad retailers' and chains' POS files and portal exports as they come. Stores and items are matched once, and the sell-out feeds its own market measures, trends and the market map, kept apart from secondary sales.AI suggested orders, shelf photos and stock-out forecastAt the shop, Suggest fills the order with what the shop is due for and what shops like it buy, each with a reason. The AI reads shelf audit photos for your share of the shelf, missing items and competitor prices. Each dealer item gets a run-out date, with the season counted.
Assets
3 featuresFixed assets: register, depreciation, tax book and work in progressEvery van, cooler, rack, forklift and computer your distribution business owns sits in one register with its cost, depreciation and book value. Depreciation posts to your books each month, and income-tax depreciation is worked out by block beside it. A depot being built gathers its cost until it becomes an asset.Asset care, and assets issued and returnedGive a cooler, a display rack or a handheld to a retailer, a salesman or a depot. A salesman confirms in the app before the asset moves to them. Record its condition and any damage charge when it comes back. Keep each asset's warranty, maintenance contract and insurance, with a reminder 30 days before each one ends.Physical verification of assetsCount the coolers, racks, vehicles and computers at a depot by scanning their QR tags. See at once which were found, which are missing, which turned up somewhere else and which are not in the register. The count is kept with who saw each asset and when.
Across SmartMy Distribution
3 featuresApproval chainsNew dealers, orders over credit, claims, returns, new retailers, points and gifts go to the right people in the right order, set up without code. Every decision is kept with who, when and why.NotificationsSmartMy Distribution tells dealers when an order is confirmed, held or dispatched and when a claim or return is decided. It reminds them to report stock, and tells managers about approvals, alerts and their team's day, by WhatsApp, SMS, email, phone notification and in-app.Security: sign-in log, password rules and two-factor sign-inSee every sign-in try, set password rules, ask for a second factor or a passkey, and limit sign-ins by network, device and hours. Settings can differ per Entity, and every part comes with every plan.
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