Unified Field Force, Sales & Finance ERP for a Multi-Plant Manufacturer
A multi-plant manufacturer's fragmented sales, distribution, and finance operations were unified into one ERP with GPS field tracking and GST/TDS-compliant, multi-plant costing.
Executive Summary A multi-plant self-adhesive products manufacturer ran its sales, distribution, and finance operations across disconnected spreadsheets, WhatsApp updates, and a legacy accounting system. Field sales activity had no real-time visibility, distributor/retailer data was scattered, and finance had no integrated GST, TDS, or plant-wise costing. We designed and built an integrated Field Force Management (FFM) + Sales/Distribution ERP + Finance Module — covering everything from GPS-based attendance and beat planning to GST-compliant invoicing, TDS automation, and multi-plant costing — all inside one web and mobile platform. Client Background Industry: Chemical / Adhesive Manufacturing (multi-plant, global) Operating Model: Distributor → Retailer sales network, managed by field sales executives Users: Field sales executives, sales managers, warehouse/inventory teams, finance team, system admins Problem Statement Field attendance, beat plans, and orders tracked manually — no real-time visibility into sales execution Distributor, retailer, and vendor records maintained in disconnected sheets with no approval trail No centralized inventory, scheme, or expense tracking across warehouses Finance ran on a separate legacy system — no integration with sales, no automated GST/TDS compliance, no plant-wise P&L or costing Approach Discovery — mapped the full field-to-cash cycle: lead → order → dispatch → invoice → collection → GST filing Blueprint — designed "As-Is / To-Be" flows across Sales, Outlets, Inventory, and Finance Build (phased) — FFM and Sales/Distribution modules first, followed by a full Finance layer integrated on top Pilot & Go-Live — phased rollout with field executives, sales managers, and finance team; SOPs and training delivered before cutover Solutions Implemented Field Force Management GPS attendance (punch-in/out with selfie), live location tracking, and route-based beat planning Lead capture and staged conversion to distributor/retailer Leave management with attendance impact tracking Sales & Outlet Management Step-based onboarding for Distributors, Retailers, and Vendors with KYC, credit terms, and commercial configuration Order and Pre-Order booking, Returns & Claims, Scheme engine (slab/buy-get/discount based), Marketing Collateral and Sample/Gift tracking Role-based access with approval workflows across all modules Inventory & Warehouse Multi-warehouse stock visibility, inward/outward/transfer tracking, and stock adjustment via returns Finance Module (integrated across all of the above) General Ledger — auto-posting from every sales, inventory, and expense transaction; period close controls; full audit trail Accounts Receivable / Payable — auto-invoicing on dispatch, collections, PDC tracking, 3-way match, vendor payment runs GST Compliance — real-time tax engine, e-Invoice (IRN/QR) and e-Way Bill integration, GSTR-1/3B/9 auto-population, ITC reconciliation TDS & TCS — automated deduction, challan packs, Form 26Q/27Q/24Q, Form 16A generation Fixed Assets, Inventory Costing, Budgeting & Treasury — dual depreciation, batch-level costing with variance analysis, budget vs. actual tracking, bank reconciliation and 13-week cash forecasting Reporting & Dashboards Real-time sales, collection, and inventory dashboards for managers Statutory financial statements (P&L, Balance Sheet, Cash Flow) and GST/TDS report packs for finance Board-level KPI dashboard: Gross Margin, DSO/DPO/DIO, Cash Conversion Cycle Outcomes Single system replacing spreadsheets, WhatsApp, and a disconnected accounting tool Real-time visibility into field execution, sales pipeline, and financial position for management End-to-end automation from order dispatch to GST filing — no manual re-keying of data Built-in compliance controls (maker-checker, GSTIN-wise data isolation, immutable audit trail) reducing statutory and audit risk Conclusion By unifying field sales execution, distribution management, and a full statutory-compliant finance stack into one platform, we gave the client real-time control over their entire order-to-cash and procure-to-pay cycle — replacing fragmented, manual processes with a single source of truth across sales, operations, and finance.