1. Terms of trade agreement between manufacturing company and retailer will include product name, minimum stock quantity, margins, customer schemes, schemes and discounts, off-take activities.

2. Place the purchase order sent from retail HQ to manufacturer HQ mentioning the outlet location or centralized retail warehouse.

3. Supplier  MTO manager receives the PO will forward the PO to company owned warehouse or to the distributor.

4. Distributor will supply the products and will create an invoice.

5. Now retailer will acknowledge the goods received with GRN (Goods received note).

6. Company merchandiser showcase the product to increase the off-take.

7. If the available stock goes below the threshold MBQ, the purchase manager release the PO.

1. Creates Brand visibility- In case of MTOs, the merchandiser replaces salesman, and thereby he will be able to visualize the sales conditions of his products and competitors’ products. Automation helps the merchandiser stay in line with the competition and avail real-time updates and so can stay in par with the competition and increase his brand visibility. 
2. Increases Tertiary Sales- In the case of MTOs,  the brand/company appoints their salesman in the super/hypermarket who can get an overview of the products. The appointed salesman will be able to provide concrete data and update in the automation app. This helps the sales team to be proactive in case of all the outlets and increase the tertiary sales. 
3. Helps in Stock Checking- Real-time updates on stock helps the company is not missing out on any stocks and have control over the inventory across the Modern Trade Outlets. 
4. Stay in line with Planogram- Automation helps the sales team achieve the target, more accurately and efficiently by reducing the unproductive hours on reporting and by giving reminders to submit letters one month in advance. 
5. Capture Product Expiry Date on Shelf- SalesDiary lets you do the ageing analysis of your products on the shelves in different modern retail outlets from one single place. 
6. Define Promotion Calendar for the year- With SalesDiary, you can have a track of schemes and offers to be given to various outlets. It is easier to define the promotional calendar, product-wise or outlet-wise along with estimated take-off. 
7. Monitor Sales- SalesDiary lets you monitor sales achieved and compare it against your investment amount for shelf rentals helping you make better decisions on selecting the shelves for your products. 
8. Capture Competitor – SalesDiary provides you an option to benchmark your and your competitors’ activities in each outlet and thereby helps you to stay ahead in the competition.

From the above, it is clear that Sales Force Automation helps you to remain in line with the industry and in fact, can give you an edge as against your competitors.

1. Route Management: You can Optimize routes based on your priority outlets and business goals.
2. Check-in and Check-out: SalesDiary provides you with Geo-tagged and time-stamped records to analyse BTL activities and the impact.
3. Automated Order Generation: With SalesDiary, reduce time on taking orders with system suggested orders and share with the Purchase teams.
4. Dispatch and Delivery Confirmation: You can track and verify past orders with real-time updates from the depot generated by the system.
5. Tertiary Sales: You can even enable your Modern Retail Merchandisers to record sales and consumer feedback.
6. Consumer Surveys and competition analysis: SalesDiary lets you stay abreast about market trends and new products in your category.
7. Customer Issues: You can easily record issues regarding claims, returns, damages or product feedback through the app.
8. Team Performance: With SalesDiary you can analyse team activities and derive the best practices for your Modern Retail outlets.

SalesDiary is easier to implement and simpler to use. Book a demo with us now.