More tools for distributorsAdditional controls for a growing distribution business
Beyond day-to-day invoicing, distributors need a repeatable process for protecting margins, managing territory coverage, controlling stock movement and collecting customer payments. Use the following capabilities as a practical checklist when configuring Marg ERP for your operation in Kenya.
Route, territory and salesperson control
Organise customers by area, route, salesperson or account type. Review sales and outstanding balances by territory so managers can identify under-served accounts, overdue collections and routes that need follow-up. Define the reports and assignment rules that fit your delivery model.
Customer-specific pricing and margin checks
Maintain agreed customer price lists, discount rules and quantity-based offers. Give sales staff a consistent view of the rates that apply to each account, and review gross margin by item or customer before changing a deal. Keep approval responsibilities clear for exceptional discounts.
Order-to-dispatch visibility
Connect the sales order, invoice, picking, packing and delivery note process. Use a defined handover between sales, warehouse and dispatch so a delivery is not marked complete before quantities and documents are checked. Record shortages, substitutions and returns against the original order.
Supplier performance and purchase costing
Compare supplier prices, buying history, landed costs and outstanding purchase commitments before replenishing stock. Record shortages or damaged goods at receipt and follow up credit notes or replacements. Use supplier-wise purchase and payment reports to plan cash requirements.
Batch, expiry and slow-moving stock review
Where the product and configuration support batch tracking, keep batch details and expiry dates visible to the team. Review ageing stock, slow-moving items and reorder levels regularly; use approved return, transfer or promotion processes to reduce avoidable write-offs.
Credit limits, collections and customer statements
Set customer credit policies and define who can approve exceptions. Review overdue invoices, receipts and credit notes together. Give collection staff an accurate account statement and capture follow-up outcomes so the next person can see what was promised and when to call again.
Multi-warehouse and branch reconciliation
Track stock by warehouse or branch, document inter-location transfers and reconcile dispatch quantities with receiving teams. Use a consistent process for goods in transit, damaged stock and transfer differences rather than adjusting balances without an explanation.
Management reports for weekly reviews
Build a regular review around sales by product and territory, purchase commitments, stock ageing, margin, returns, customer balances and collection performance. Export or share the agreed reports with managers, and assign an owner and next action to each exception.
