Introduction
The Distributor is the seller of the commodities. BizGaze “Distributors App” provides all basic details of the active customers in regular business. The Distributor can be categorized with multiple lines of businesses. The multiple branches of an organization can be easily managed by using a Distributors app.
Stage Workflow
The default stages workflow for the Distributor app are as follows
| Stage Name | Description |
| Lead | A potential prospect having a tendency to initiate a business opportunity can move further to the lead stage. |
| Qualify | The prospect provided with the basic details can be moved further to the qualified stage. |
| Confirmed | The prospect turns-on to become a Distributor to the organization, further can move to the confirmed stage. |
| Rejected | The Distributor basic details are not correct or the Distributor is removed from the organization. |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Distributors App.
This section contains basic details about the Distributor’s Credit Health, Transaction Details, and Payment details.
| Field name | Description |
| Credit Limit | The maximum amount of Credit that a Distributor is willing to extend for the purchase of goods or services. User can enter the Credit Limit manually or will be shown by default as per the automated Credit Rules configured |
| Available Limit | This widget shows the Available Credit Limit amount of the Distributor and if the Credit Limit exceeds it will show as negative (-) balance |
| Due | It can refer to an outstanding balance of Distributor as well as an unpaid invoice or bill for goods or services rendered. User can click on the hyperlink at the top right, which contains detailed data of distributor’s dues |
| Over Due | The Amount that was due to be paid at a certain date, but has not been paid or the Invoice Due which exceeds payment term days assigned. Penalties/Interest can be applied based on the Over Due Amount for the Distributor. User can click on the hyperlink at the top right, which contains detailed data of distributor’s dues |
| Clearance | This widget shows the amount for which the payments were created but not yet confirmed. User can click on the hyperlink at the top right, which contains detailed data of distributor’s dues |
| Credits | This Widget shows the amount of the Returns, Debit Notes & any Wallets created for the Distributor. User can click on the hyperlink at the top right, which contains detailed data of distributor’s dues |
Ledger Report
The ledger report contains the account details like Ledger name, ledger group, (Opening balance) OB date, Closing balance including every transaction details going in and out of the accounts.
| Field name | Description |
| Ledger name | Ledger account name of the distributor’s company is displayed |
| Ledger group | Ledger group name to which the ledger account belongs |
| OB date | Opening balance date (OB date) of the ledger account |
| Opening bal. | Displays Opening Balance (OB) amount of the ledger account. Opening balance refers to the amount of money or other resources that an individual, organization, or business has at the beginning of a specific period, such as a financial year or a month |
| Closing bal. | Closing balance amount of the ledger account |
| Field name | Description |
| Pending Orders | Orders which are not yet confirmed are shown in this section. These are partially placed orders which are waiting / pending final confirmation. |
| Pending Payments | Pending payments are transactions that haven’t been fully processed yet and are due. |
| Pending Invoices | The pending invoice is that invoice has not been paid and is not yet past due. Invoices that attempt collection with the account’s billing information will immediately move the invoice to a Paid or Past Due state, depending on the transaction result. |
| Ledger Report | The ledger report contains all the account details, including every transaction detail going in and out of the accounts. |
| Campaign Summary | A campaign summary is a period in which rewards and offers are gained during the campaign period. |
| Description | Comment or short notes about the distributor are displayed |
This section contains the details of the Distributor Organization, Sales Manager, Organization Group, Followers, and Documents.
| Field name | Description |
| Org name | Displays organization name |
| PAN no. | PAN (Permanent account number) of the registered company is displayed |
| CIN | CIN number of the company is displayed. A CIN(Corporate Identification Number) is a unique number assigned to registered businesses by the Registrar of Companies at the time the certificate of incorporation is issued. |
| Contact Name | Point of contact person name which is assigned while creating the Distributor is displayed |
| Organization Type | Displays whether the organization type is Individual or Walk-In. |
| Currency | Displays Currency name used for the Company’s transactions |
| Currency Short Code | Displays short name of the Currency used. Ex: Short name of US Dollar is USD |
LoB (Line of Business)
This section contains LoB (Line of Business segment) details of the Distributor and Tag details assigned to the Distributor.
| Field name | Description |
| LoB | Line of Business segment of the Distributor. A business segment can be identified by the product(s) sold or services provided or by geographical locations that the company operates in. |
| Tag | LoB wise Tag of the organization. Tag enables grouping of different entities within a system which can be defined by each organization based on the analytic reports required. (Ex: Zone wise grouping of customers) |
Rules
A manual price override is a feature of a business management system which allows an authorized person to change the automated price of a product or service, in order to apply a discount.
| Field name | Description |
| LoB | Line of Business (LoB) segment of the company |
| Payment Term |
By default system will load payment term based on configured Payment Term rules or user can select the payment term manually. Payment term refers to Specific term of days or Period for which the Invoice due to be cleared. If the Payment Term Exceeds Penalties/Discount can be applied for Late & early Payments. |
| Price Code | Displays Price code name. Price codes allow you to define a price discount for items/SKUs in a specified offer or source code when consumers order a specified quantity. |
Documents
This section contains Distributor documents like PAN, Address Proofs, Aadhar Card, Organization related files and images.
| Field name | Description |
| File | Displays file/document name provided by the Distributor |
| Type | Document type/format is displayed whether it is JPEG, PNG or other |
| Preview | User can click on Preview to view the document |
| Download | User can download the Distributor document |
Organization Group
This section comprises the Organization group name and the CIN number.
| Field name | Description |
| Group | By default organization group name will be loaded. |
| CIN | Default CIN Number will be generated. CIN is the Corporate Identification number allotted to all registered companies under ROC (Registrar of Companies) |
GST Details
This section contains GSTIN (Goods and Services Tax Identification Number) details of the Distributor like GST number, Validity period and address name. GST is a digitized form of VAT where you can also track the goods & services.
| Field name | Description |
| GSTIN no. | GSTIN number of the Distributor is displayed. GSTIN is a unique 15-digit identification number assigned to each registered taxpayer (primarily a dealer or supplier, but also any business entity) under the GST regime. |
| GST valid from date | Start date of the GST validity period. The GST registration certificate is valid from the date when the person became liable to GST registration if they submitted the registration application within thirty days from such liable date. |
| GST valid to date | Expiry date of GST validity period. The GST registration remains valid as long as it is not surrendered or canceled. |
| Address name | Address name of the Distributor |
Sales Manager
A Sales manager is a liaison from a Distributor’s organization who manages a specific customer or group of customers, ensuring that their needs are met and that high-quality products or services are provided.
Sales manager details like LoB Segment, Name, Address name and Contact Person name assigned to the Distributor are displayed in this section
| Field name | Description |
| Lob | Line of business segment tag assigned for the Sales manager is displayed |
| Address Name | Address name of the Sales manager is displayed. It refers to the residential address of an individual working for an organization. |
| Sales Person | Account manager name assigned for the Distributor is displayed |
| Contact Person | Displays the Point of Contact person’s name who has created the Distributor |
Followers
The followers represents as point of contact in the absence of actual salesperson. This section contains Followers details of the Distributor
| Field name | Description |
| Name | Name of the follower assigned is displayed. The followers represents as point of contact in the absence of actual salesperson |
| Designation | Designation of the follower added is displayed |
This section contains all the address details of the distributor. Distributor can have primary address or multiple addresses. By clicking on the create option editing of GST details and GEO tagging feature is also available which captures the Distributor address and helps in tracking sales person.
Contact Point
This section contains owner details of the Distributor/Organization
| Widget name | Description |
| Contact Name | Point of contact person’s name is displayed. It refers to the Contact person who has created the Distributor. |
| Contact Number | Phone number of the Point of Contact person |
| Designation | Designation of the Point of Contact Person like what he does in their organization |
| Email id of the Point of Contact Person is displayed |
Address
This section contains the address information of the Distributor like address name, city in which company is located and GST details of the Distributor organization.
| Field name | Description |
| Address | Address of the Distributor is displayed. It refers to the residential address of an individual working for an organization. |
| City | City name and Pin code of the city address are displayed. Pin code, also known as Postal Index Number (PIN), is a unique code consisting of six digits that is used in India to identify specific geographic regions |
| GSTIN | GSTIN number of the Distributor is displayed |
Contact Alias
“Contact alias” generally refers to an alternate name or label assigned to a contact in the address book, messaging app, or email client. It functions as a nickname or shorthand to help easily identify and manage contacts. Using a contact alias can be helpful for personalization, privacy, or organization purposes.
| Field name | Description |
| Alias Name | Displays alias name or other name of the point of contact person |
| Alias CIN | Displays alias CIN of the point of contact person |
Phone Number
This section contains the contact Phone Number, Phone Number Type and Mobile Number of the Distributor
| Field name | Description |
| Number Type | Displays phone number type like Personal, Office, Home, Others |
| Phone Type | Type of phone like landline or mobile |
| Mobile No | Phone number of the Distributor is displayed |
Email ID
This section consists of email details of the Distributor like email type and email address provided by the Distributor
| Field name | Description |
| Email type | Type of email of the Distributor like Work or Personal is displayed |
| Email address provided by the Distributor is displayed |
URL
This section contains URL link of the Distributor/Organization. URL stands for Uniform Resource Locator and is the unique link that you would enter to navigate to a specific web page.
| Field name | Description |
| URL type | URL type of the URL provided by the Distributor |
| URL | URL provided by the Distributor is displayed as Custom, Facebook, Google, or Twitter |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Comments | User can write short notes or comments about the distributor |
| Audit | |
| Created Date | The date when the distributor is created |
| Created By | The name of the person who created the distributor |
| Last Updated Date | The last stage changed of the distributor |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the distributor |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Distributor Master
- Distributor Address