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KRIS INFO TRADE

Industry-specific TDL

TDL for Distribution

Distributors handle many retailers, routes and salespeople. TallyPrime can show performance by route and salesman, and keep collections under control.

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Common business problems

  • Route-wise collection tracking
  • Salesman performance unclear
  • Scheme and claim tracking with principals
  • Returns and expiry handling

Common Tally requirements

  • Salesman and route on every voucher
  • Beat-wise outstanding
  • Scheme claims
  • Batch and expiry control

Possible TDL use cases

What TDL could do in Distribution

01

Route and salesman fields on sales vouchers

02

Beat-wise outstanding report

03

Scheme claim statement

04

Expiry and returns report

05

Collection sheet print for salesmen

Useful reports

  • Salesman-wise sales and collection
  • Route-wise outstanding
  • Scheme claim summary
  • Near-expiry stock

Automation opportunities

  • Daily collection sheets
  • Principal claim export to Excel
  • Outstanding sharing for salesmen

Example workflow

How it could flow in TallyPrime

  1. 1

    Order by salesman

  2. 2

    Invoice with route

  3. 3

    Collection sheet

  4. 4

    Outstanding by beat

An illustrative example. Your workflow is discussed and designed around your business.

Discuss TDL for Distribution.

Describe it in your own words. Kris Info Trade will discuss it with you and share a custom quote.

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+91 96933 90035 · Bokaro, Jharkhand