Apparel and FMCG distribution
Apparel and FMCG distribution CRM for sales teams and distributors
Plan the beat, capture orders from retailers and push schemes on time. Outstanding and credit are visible before the next order is accepted.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1LeadA new retailer or wholesaler is added with type, area and the beat it will fall under.
- Stage 2Sample/CatalogueA catalogue, price list or sample set is sent, and the retailer's interest is noted.
- Stage 3OrderThe salesperson or caller captures the order with quantity, scheme and credit terms.
- Stage 4DispatchThe order is packed and dispatched, and the retailer gets the status on WhatsApp.
- Stage 5PaymentThe invoice is collected or tracked as outstanding until the credit period ends.
What is a apparel and fmcg distribution CRM?
Distribution is a game of routes, repeat orders and credit. A salesperson covers a beat of retailers on set days, takes orders and pushes schemes, while the office worries about dispatch and who has not paid. Gandiv gives each retailer a record with type, beat, credit limit and outstanding balance. Field staff see their beat plan and capture orders on a phone, telecallers fill the gaps on days a retailer is not visited, and managers see which areas are slipping. The same catalogue and scheme can be sent to a hundred retailers on WhatsApp, with replies landing as orders rather than lost chats.
Why apparel and fmcg distribution teams need one
Problem
Beat visits depend on the salesperson's memory.
With Gandiv
A beat plan lists retailers by day, with visit status and geo-tag proof.
Problem
Orders arrive on calls and chats and get missed.
With Gandiv
Orders are captured as records with items and scheme, whichever channel they came from.
Problem
Schemes are announced on a group and ignored.
With Gandiv
A scheme message goes to targeted retailers and responses are tracked.
Problem
Credit is extended to retailers who have not paid.
With Gandiv
Outstanding and credit limit show on the order screen before acceptance.
Problem
Retailers do not know where their goods are.
With Gandiv
Dispatch updates go to the retailer on WhatsApp.
Problem
Quiet retailers are noticed too late.
With Gandiv
A list shows retailers with no order in 30 days, for a telecaller to call.
Key features
Beat plans
Every retailer visited on its day
Assign retailers to beats and days, and give each salesperson a daily list. Visits are geo-tagged, skipped retailers are flagged, and managers see coverage by route without chasing anyone.
- Beat by day and route
- Geo-tagged visits
- Skipped retailer flag
Beat plans
- Beat by day and route
- Geo-tagged visits
- Skipped retailer flag
Order capture
Orders taken once, correctly
Capture items, sizes or SKUs, quantity and scheme on the field app or by telecaller. The order moves to dispatch with the retailer's credit position beside it.
- Item and scheme lines
- Field and telecaller entry
- Credit position shown
Order capture
- Item and scheme lines
- Field and telecaller entry
- Credit position shown
Schemes
Push offers to the right retailers
Create a scheme, such as a free carton on a quantity, and send it to retailers by type, area or past volume. See who responded and who ordered under the scheme.
- Target by type and area
- Response tracking
- Orders under scheme
Schemes
- Target by type and area
- Response tracking
- Orders under scheme
Outstanding
Know who owes before you ship
Each retailer shows invoices due, overdue days and credit limit. Overdue accounts are flagged on the order, and a collection call task is created automatically.
- Overdue days per retailer
- Credit limit warning
- Collection call task
Outstanding
- Overdue days per retailer
- Credit limit warning
- Collection call task
Catalogue on WhatsApp
Send catalogue and take the reply
Share catalogues, price lists and new arrivals on WhatsApp to chosen retailers. Replies are tied to the retailer record, so an interested message becomes a follow-up task.
- Catalogue sharing
- Replies on the record
- Reorder reminder
Catalogue on WhatsApp
- Catalogue sharing
- Replies on the record
- Reorder reminder
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Retailer type · Beat · Route day · Credit limit · Credit days · GSTIN · Preferred brands |
|---|---|
| Automations | Catalogue on WhatsApp after first visit · Reorder nudge at 21 days · Overdue invoice call task · Dispatch update on WhatsApp · Scheme reminder 2 days before closing |
| Reports | Beat coverage by salesperson · Orders by retailer and SKU · Outstanding by age · Scheme uptake · Inactive retailers over 30 days |
| Message templates | New season catalogue attached, reply with quantities · Scheme: buy 10 cartons, get 1 free till the 30th · Your order is dispatched, vehicle number inside · A payment of Rs 18,500 is overdue since the 5th |
| Call script | Namaste, I am [Name] from [Company]. It has been a few weeks since your last order. The new scheme on [product] ends on the 30th. How much stock would you like this week? |
Fields
Retailer type · Beat · Route day · Credit limit · Credit days · GSTIN · Preferred brands
Automations
Catalogue on WhatsApp after first visit · Reorder nudge at 21 days · Overdue invoice call task · Dispatch update on WhatsApp · Scheme reminder 2 days before closing
Reports
Beat coverage by salesperson · Orders by retailer and SKU · Outstanding by age · Scheme uptake · Inactive retailers over 30 days
Message templates
New season catalogue attached, reply with quantities · Scheme: buy 10 cartons, get 1 free till the 30th · Your order is dispatched, vehicle number inside · A payment of Rs 18,500 is overdue since the 5th
Call script
Namaste, I am [Name] from [Company]. It has been a few weeks since your last order. The new scheme on [product] ends on the 30th. How much stock would you like this week?
By role
Sales head or distributor owner
- See coverage and orders by beat
- Track outstanding by age
- Measure scheme performance
Telecaller or inside sales
- Call inactive retailers
- Take phone orders
- Chase overdue payments
Field salesperson
- Follow the daily beat plan
- Capture orders with geo-tag
- Show catalogue and schemes in-shop
Integrations for this industry
Related industries
Manufacturing and distribution
Handle RFQs, quotations, samples and purchase orders with credit terms under control.
Retail and D2C
Win back abandoned carts, confirm COD orders, recover RTOs and drive repeat purchases.
Logistics and movers
Survey, quote, tracking link and proof of delivery for transporters and packers.
Frequently asked questions
Can salespeople take orders on a phone?
Yes. The field app shows the day's beat, lets staff capture orders with items and scheme, and geo-tags each visit.
Can I see a retailer's outstanding before accepting an order?
Yes. Outstanding, overdue days and credit limit show on the order, and you can set a warning or block over the limit.
How do schemes work?
Create a scheme with conditions and period, then message targeted retailers. Orders placed under it are tagged for scheme reports.
Does it replace my billing software?
No. Gandiv handles beats, orders, follow-ups and collections. Invoicing and stock stay in your accounts software such as Tally.
Can telecallers support the field team?
Yes. Telecallers call retailers on days the field team does not visit and capture orders into the same system.
Start with the apparel and fmcg distribution template
Your pipeline, fields and messages are created for you. Change anything later.