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Sales & Distribution

Complete order-to-cash cycle with CFA management

42 Tables
36 Pages
33 APIs

End-to-end sales management from quotation to collection. Handle stockist orders, CFA dispatch, invoice generation, credit management, and sales analytics.

Sales & Distribution
Workflow

Process Flowchart

Complete step-by-step workflow showing how sales & distribution operates

1
▶

Customer Inquiry

Receive and log customer inquiries with product interest

2
⚙

Quotation

Generate quotation with pricing, discounts, and terms

3
⚙

Sales Order

Convert quotation to confirmed sales order

4
◆

Credit Check

Verify customer credit limit and outstanding balance

✓ Yes / Pass ✗ No / Fail
5
⚙

Pick & Pack

Warehouse picking list generation with batch selection

6
⚙

Invoice Generation

Auto-generate GST-compliant invoice with e-Way bill

7
⚙

Dispatch & Logistics

Schedule dispatch with transporter and tracking

8
⚙

Delivery Confirmation

POD capture with digital signature from stockist

9
✓

Payment Collection

Track receivables, send reminders, record payments

Start Process Decision Alert End
Capabilities

Key Features

Everything you need for sales & distribution

🧾

GST-Compliant Invoicing

Auto GST calculation with e-Invoice and e-Way bill

🏪

Stockist/CFA Management

Manage distributors, CFAs, and super stockists

💳

Credit Limit Control

Real-time credit monitoring with auto-hold on breach

📊

Sales Analytics

Territory-wise, product-wise, and rep-wise analytics

↩️

Return & Claims

Handle sales returns, expired returns, and damage claims

💵

Commission Calculation

Auto-calculate MR/sales rep commissions on targets

Screens

Application Screens

Key screens available in this module

🔒 app.pharmasofterp.com/sales-dashboard
PharmaSoft ERP
🔔 S
📊 Sales Dashboard
📝 Order Entry
📋 Invoice List
💳 Receivables
📈 Sales Report
📦 CFA Stock
Sales Dashboard
Sales & Distribution / Sales Dashboard
Export + New
247
Total Records
189
Approved
42
Pending
16
Critical
Monthly Trend
Status Distribution
76%
📊 Sales Dashboard
🔒 app.pharmasofterp.com/order-entry
PharmaSoft ERP
🔔 O
📊 Sales Dashboard
📝 Order Entry
📋 Invoice List
💳 Receivables
📈 Sales Report
📦 CFA Stock
Order Entry
Sales & Distribution / Order Entry
Export + New
PH-ORD-00142
18 Feb 2026
Paracetamol 500mg ▾
BN-2026-0847
Cancel Save Draft Submit
📝 Order Entry
🔒 app.pharmasofterp.com/invoice-list
PharmaSoft ERP
🔔 I
📊 Sales Dashboard
📝 Order Entry
📋 Invoice List
💳 Receivables
📈 Sales Report
📦 CFA Stock
Invoice List
Sales & Distribution / Invoice List
Export + New
🔍 Search invoice list...
All Active Pending
☑ # Name / Description Date Status Action
001 Paracetamol IP 500mg 18 Feb 2026 Active ⋯
002 Amoxicillin Capsules 17 Feb 2026 Pending ⋯
003 Cetrizine HCL 10mg 16 Feb 2026 Active ⋯
004 Omeprazole 20mg 15 Feb 2026 In Review ⋯
005 Metformin 500mg 14 Feb 2026 Active ⋯
Showing 1-5 of 247 records
‹ 1 2 3 ›
📋 Invoice List
🔒 app.pharmasofterp.com/receivables
PharmaSoft ERP
🔔 R
📊 Sales Dashboard
📝 Order Entry
📋 Invoice List
💳 Receivables
📈 Sales Report
📦 CFA Stock
Receivables
Sales & Distribution / Receivables
Export + New
🔍 Search receivables...
All Active Pending
☑ # Name / Description Date Status Action
001 Paracetamol IP 500mg 18 Feb 2026 Active ⋯
002 Amoxicillin Capsules 17 Feb 2026 Pending ⋯
003 Cetrizine HCL 10mg 16 Feb 2026 Active ⋯
004 Omeprazole 20mg 15 Feb 2026 In Review ⋯
005 Metformin 500mg 14 Feb 2026 Active ⋯
Showing 1-5 of 247 records
‹ 1 2 3 ›
💳 Receivables
🔒 app.pharmasofterp.com/sales-report
PharmaSoft ERP
🔔 S
📊 Sales Dashboard
📝 Order Entry
📋 Invoice List
💳 Receivables
📈 Sales Report
📦 CFA Stock
Sales Report
Sales & Distribution / Sales Report
Export + New
From: 01 Jan 2026
To: 18 Feb 2026
Generate
₹24,58,300Total Value
342Entries
98.2%Compliance
Jan
Feb
Mar
Apr
May
Jun
📈 Sales Report
🔒 app.pharmasofterp.com/cfa-stock
PharmaSoft ERP
🔔 C
📊 Sales Dashboard
📝 Order Entry
📋 Invoice List
💳 Receivables
📈 Sales Report
📦 CFA Stock
CFA Stock
Sales & Distribution / CFA Stock
Export + New
🔍 Search cfa stock...
All Active Pending
☑ # Name / Description Date Status Action
001 Paracetamol IP 500mg 18 Feb 2026 Active ⋯
002 Amoxicillin Capsules 17 Feb 2026 Pending ⋯
003 Cetrizine HCL 10mg 16 Feb 2026 Active ⋯
004 Omeprazole 20mg 15 Feb 2026 In Review ⋯
005 Metformin 500mg 14 Feb 2026 Active ⋯
Showing 1-5 of 247 records
‹ 1 2 3 ›
📦 CFA Stock

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