Key points
- Check pricing: price lists, schemes and unit conversion.
- Check credit control: limits, days and bill-wise outstanding.
- Check field sales: salesman app and beats.
- Check dispatch: godowns, transport details and e-way bills.
- Check compliance: e-invoicing if you’re above ₹5 crore.
The checklist
| Area | Feature | Why it matters |
|---|
| Pricing | Price lists by customer type | Right rate without looking it up |
| Pricing | Company schemes and free quantity | No missed or wrong schemes |
| Pricing | Unit conversion (case, box, piece) | Buy and sell in different units |
| Credit | Credit limits and days | Stop bad debts early |
| Credit | Bill-wise outstanding and reminders | Faster collections |
| Field | Salesman order app | Orders without paper |
| Field | Beats and routes | See which areas are growing |
| Stock | Multiple godowns | Know what is where |
| Stock | Batch and expiry (if relevant) | Pharma and FMCG |
| Dispatch | Transport and LR on invoice | Track every consignment |
| Dispatch | E-way bill details | For loads over ₹50,000 |
| Compliance | E-invoicing | Needed above ₹5 crore |
| Reports | Sales by customer, area, salesman | Manage the business |
Trade-specific needs
| Trade | Extra features |
|---|
| FMCG | Van sales, scheme claims, secondary sales |
| Pharma | Drug licence checks, expiry returns |
| Garments and footwear | Sets and cartons, agent commission |
| Hardware and building materials | Contractor accounts, site-wise bills |
| Electronics | Serial tracking, dealer tiers |
Test it with a real day
- A salesman order Booked on the app, with stock and outstanding visible.
- An invoice with a scheme Check the free quantity and rate.
- A customer over the limit See what happens.
- A dispatch With transport details and e-way bill.
- A part payment Recorded against specific bills.
Then read our day-to-day wholesale guide to see how it fits together.
