RetailFlow Pro

FMCG Distribution & Retail ERP For Distributors & Brand Sales Teams

RetailFlow Pro is an FMCG distribution ERP software built on Odoo - purpose-designed for distributors and brand sales teams to apply trade schemes correctly at every invoice, track secondary sales by beat and SKU in real time, and stop near-expiry stock leaving the warehouse without a FEFO check.

14,000+
Orders Captured and Scheme-Billed in First 90 Days
10 Days
Average Go-Live Time Across All Deployments
3x
Faster Secondary Sales Reporting vs Manual Compilation
Zero
Post-Billing Scheme Disputes After System Go-Live

Who It's
Designed For

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Multi-Brand Distributor / Stockist
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Multi-Brand Distributor / Stockist

Manages 15-25 principals, each with different price lists and scheme structures, and applies schemes manually at billing - resulting in 3-5 billing errors per week that trigger retailer calls, credit note disputes, and delayed payment collections.

Brand RSM / Area Sales Manager
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Brand RSM / Area Sales Manager

Compiles secondary sales data from distributor WhatsApp messages and self-reported Excel sheets every Monday - a 3-hour exercise per distributor that is still incomplete by the time the weekly review call begins.

Van Sales & Beat Route Manager
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Van Sales & Beat Route Manager

Sends salespeople on beats without confirmed outlet coverage, receives hand-filled order forms at day-end, and reconciles van stock manually - with no real-time view of which outlets were visited, which orders were captured, or what stock remains.

Finance & Collections Manager
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Finance & Collections Manager

Has retailers with outstanding balances above their credit limit who are still being billed by the sales team - because the credit limit is stored in a spreadsheet that billing staff don't check before issuing the next invoice.

Warehouse & Dispatch Manager
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Warehouse & Dispatch Manager

Dispatches FMCG goods to retailers without checking expiry dates or enforcing FEFO - near-expiry stock sits in the back of the warehouse until it becomes a write-off or a retailer return that triggers a credit note and a dispute.

Trade schemes — free goods, cash discount, combo offers — are applied manually at billing3–5 invoice errors per week trigger retailer disputes, credit notes, and delayed collections.

Secondary sales data is collected from distributors via WhatsApp and Excel every Mondayit takes 3 hours per distributor to compile and is still incomplete when the weekly review starts.

Beat coverage is planned in a route list and confirmed through end-of-day salesperson callsthere is no live view of which outlets were visited, which were skipped, or what orders were captured.

Retailers with overdue outstanding balances are still being invoiced by the field sales teambecause the credit limit is in a spreadsheet that no one checks before raising the next bill.

Near-expiry FMCG stock is dispatched to retailers from the nearest rack, not by expiry dateit returns as retailer claims 30 days later, creating credit notes, write-offs, and strained margins.

Challenges
FMCG Distributors Face

A Ready-To-Deploy FMCG Distribution ERPScheme-billed, beat-tracked, credit-controlled, FEFO-dispatchedWithout manual schemes, WhatsApp reports, or billing disputes

Order
Scheme
Dispatch
Collect
Report

Capabilities
& Modules

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1

Trade Scheme Engine — Applied at Invoice, Not After

2

Beat Plan With Mobile Order Capture & Live Coverage Tracking

3

Retailer Credit Control With Invoice-Level Block

4

Secondary Sales Dashboard — By Beat, SKU, Brand, and Retailer

Business
Outcomes

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1

Zero scheme billing errors per week

2

Secondary sales visible same day

3

Beat coverage tracked in real time

4

No overdue retailer billed again

5

FEFO dispatch on every shipment

6

Principal reports ready in one click

7

Near-expiry returns eliminated at dispatch

How
It Works

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From Beat Visit to Brand Report - Without a Single Spreadsheet
AI agents running inside Odoo, Zoho and Salesforce ERP for SME business automation

Your salesperson starts the day by opening their assigned beat in RetailFlow Pro. The outlet sequence is pre-mapped. At each counter, they see the retailer's outstanding balance, available stock, active schemes, and last order history.

AI agents running inside Odoo, Zoho and Salesforce ERP for SME business automation

The salesperson captures the order at the counter. RetailFlow Pro calculates applicable schemes — free goods, discount slab, combo — and shows the retailer the final price on the spot. The order is confirmed with the scheme already applied.

Recent RetailFlow Pro
Deployment Results

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14,000+Orders Captured and Scheme-Billed in First 90 Days
10 DaysAverage Go-Live Time Across All Deployments
3xFaster Secondary Sales Reporting vs Manual Compilation
ZeroPost-Billing Scheme Disputes After System Go-Live

Implementation
Roadmap

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DAY 1–3

System Configuration & Master Data Setup

System Configuration & Master Data Setup

DAY 5–7

Team Walk-Through & First Live Beat

Team Walk-Through & First Live Beat

DAY 10

All Beats Running Live in RetailFlow Pro

All Beats Running Live in RetailFlow Pro

Feature Title Section

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Works With
Your Ecosystem

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Tally
Tally
Odoo
Odoo
WhatsApp Business
WhatsApp Business
Razorpay / UPI
Razorpay / UPI
GSTN / e-Way Bill
GSTN / e-Way Bill
Tally
Tally
Odoo
Odoo
WhatsApp Business
WhatsApp Business
Razorpay / UPI
Razorpay / UPI
GSTN / e-Way Bill
GSTN / e-Way Bill

Frequently Asked
Questions

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Get a 90-Day Action Plan For Business Process Automation Free In 20 Minutes

Tell us your #1 bottleneck; we’ll map minimal customization, integration options, and a 90-day plan. Over 50 SMEs in Solar, Chemical, FMCG, Semiconductor, and Manufacturing have already used this session to fast-track their transformation. Tell us your #1 bottleneck; we’ll map minimal customization, integration options, and a 90-day plan. Over 50 SMEs in Solar, Chemical, FMCG, Semiconductor, and Manufacturing have already used this session to fast-track their transformation. Tell us your #1 bottleneck; we’ll map minimal customization, integration options, and a 90-day plan.

RetailFlow Pro | FMCG Distribution ERP Software