Why Choose Our Distributor Portal Software?

A complete self-ordering system where distributors and super stockists can place retailer orders, manage inventory, process payments, and track deliveries. Accessible from web and mobile with real-time stock, pricing, and credit limit validation.

Self-Service Order Placement – When a distributor logs in, all customer orders from the app appear. The distributor can also create orders manually for retailers by selecting customer, warehouse, payment type, and adding products.

Auto Validation at Order – The system automatically checks stock availability, applicable schemes, pricing, and credit limit during order placement, ensuring accurate B2B ordering without manual errors.

Inventory & Stock Visibility – View total SKUs, inventory value, in-transit stock, and current stock levels SKU-wise. Stock movement history with batch management and FIFO/FEFO allocation logic.

Payment & Credit Management – Record payments with customer selection, payment mode, and invoice allocation. Track outstanding balances and over-limit status (e.g., ₹2,79,765 over limit).

Dispatch & Invoice Management – Once order is placed, stock allocation happens automatically. Delivery note generated, dispatch completed, and invoice becomes available directly from the portal.

Mobile Distributor Portal – App dashboard shows active targets, analytics, order history, weekly/monthly sales trends, top-selling SKUs, coverage data, and target vs achievement details.

Market Visit & Customer Management – All beats visible, all customers visible, pending approvals visible. Navigate to customer locations, see distance, call customers, edit details, and place orders during visits.

Role-Based Access – Create roles and assign access permissions. Different users see different portals based on their role: distributor, super stockist, admin, warehouse user, or field team.

Portal Analytics – Dashboard with KPIs, sales trends, top products, and 24+ reports with configurable filters. CSV export with 7-day cached access for team-wide sharing.

Custom Branding – Configure company logo, mobile app logo, brand colors. Once the client uploads their logo, the application branding changes accordingly across the entire portal.

Comprehensive Distributor Portal Features

The distributor portal provides a self-service B2B ordering platform where distributors and super stockists can manage their complete operations. Users can customize dashboard themes, set dark or light mode, and configure the portal according to their preferences. Company branding reflects across the application once configured.

Portal Dashboard & Login

The login portal starts with standard Forgot Password functionality via email and OTP. After login, the landing page opens with customizable themes. On the dashboard, users can see today's orders, revenue, total order count, active users, and sales overview with sales trends, order status distribution (delivered, processing), and recent activity.

Portal Dashboard Features

Today's Orders & Revenue
Total Order Count & Active Users
Sales Overview & Sales Trends
Order Status Distribution (Delivered, Processing)
Recent Activity Log
Direct Inventory Screen Redirect
Customizable Theme & Dark/Light Mode
User Profile Section with Preferences
Company Branding & Logo Configuration
Forgot Password via Email & OTP

Self-Service Order Placement

When a distributor logs in, all customer orders from the app appear here. The distributor can also create orders manually for retailers. The order process includes selecting customer, warehouse, payment type, and adding products with quantities. The system automatically checks stock availability, applicable schemes, pricing, and credit limit.

Customer Selection for Order Placement
Warehouse Selection per Order
Payment Type Configuration
Product & Quantity Addition
Auto Stock Availability Check
Automatic Scheme Application
Pricing Auto-Applied from Price Lists
Credit Limit Validation at Order

Order Processing & Fulfilment

Once the order is placed, stock allocation happens automatically if auto allocation is enabled. FIFO/LIFO logic can apply. Delivery note can be generated, dispatch can be completed, and invoice becomes available. Distributors can place and process retailer orders directly from the portal.

Auto Stock Allocation with FIFO/LIFO Logic
Delivery Note Generation
Dispatch Completion from Portal
Invoice Generation & Availability
End-to-End Order Processing
Retailer Order Fulfilment by Distributors
Order Status Tracking (Placed, Processing, Dispatched, Delivered)
Reorder Existing Orders

Portal Inventory, Payments & Customer Management

The distributor portal provides self-service access to inventory management, payment recording, customer management, and GRN processing. Distributors and super stockists manage their complete operations from the portal.

Portal Inventory Management

The inventory screen gives a complete overview including total SKUs, inventory value, in-transit stock, and current stock levels SKU-wise. If batch management is enabled, batch details are visible. Users can update stock, transfer stock, and view stock in/out transactions directly from the portal.

Total SKUs & Inventory Value Overview
In-Transit Stock Visibility
Current Stock Levels SKU-Wise
Batch Management with FIFO/FEFO
Stock Updates & Transfers from Portal
Warehouse-to-Warehouse Transfer Support
Stock Movement History (In/Out Transactions)
Stock Reconciliation for Audits

Payment Recording & Outstanding Tracking

Payment recording includes selecting customer, payment mode, reference number, and invoice allocation. The system automatically shows all pending invoices and outstanding balances. Outstanding and over-limit status are visible, for example ₹2,79,765 over limit when credit limit is ₹0.

Customer-Wise Payment Recording
Auto & Manual Invoice Allocation
Pending Invoice Visibility
Outstanding Balance Tracking
Over-Limit Status (e.g., ₹2,79,765 Over Limit)
Credit Limit Controls (Stop, Allow First, Block)
Payment Mode & Reference Tracking
Record Payments Without Allocation Option

Customer Master & Retailer Management

Customer Master manages all retailers, distributors, super stockists, and other customer users. Distributors and super stockists are particularly important because inventory and order flow work against them. Customers can be imported, added individually, or created through the mobile app with "Add New Customer" option.

Retailer, Distributor & Super Stockist Management
Bulk Customer Import & Individual Addition
"Add New Customer" in Mobile App
Customer Type Mappings
Reporting Manager & Hierarchy Assignment
Customer-Specific Pricing Assignment
Territory & Beat Mapping per Customer

GRN & Returns from Portal

For distributors or super stockists, incoming stock receipts (GRN) appear in the portal. Users define ordered quantity, received quantity, and receiving warehouse. Returns are simple: select order, enter return reason, process return. If a ₹100 order has ₹50 damaged stock returned, a ₹50 credit note is generated after approval.

GRN Processing from Distributor Portal
Ordered vs Received Quantity Validation
Return Processing with Reason Capture
Credit Note Generation After Approval
Multi-Level Return Initiation
Discrepancy Notification to Higher-Level Entity
Post-GST Full Quantity Acceptance for India

Mobile Portal, Market Visits & AI Assistant

The distributor mobile portal extends the self-service experience to field teams with market visit functionality, GPS-based attendance, order placement, and an AI assistant for system queries.

Mobile App Dashboard

The app dashboard shows active targets, analytics, attendance summary, order history, weekly/monthly sales trends, top-selling SKUs, coverage and productivity data, and target vs achievement details. Users can see timeline of targets and which orders contributed toward achievements.

Active Targets & Analytics
Attendance Summary
Order History & Recent Activity
Weekly & Monthly Sales Trends
Top-Selling SKUs
Coverage & Productivity Data
Target vs Achievement Details
Status Tracking & Achievement Logs

Market Visit & Beat Execution

If today's beat is assigned, it appears on the home page itself. Inside Market, all beats are visible, all customers are visible, and pending approvals are visible. Users can edit customer details, view customer dashboards, call customers, navigate to customer locations, and see distance from current location.

Today's Beat on App Home Page
All Beats & All Customers Visible
Pending Approvals Visible
Navigate to Customer Locations with Distance
Call Customers Directly
Edit Customer Details & Update Outlet Information
View Customer Dashboards & Recent Activity
New Customer Creation from App

Mobile Ordering & Returns

Users can place orders, generate PDF orders, process returns, and update outlet information directly from the mobile app during market visits. Recent orders and customer activity are also visible.

Place Orders During Market Visits
Generate PDF Orders
Process Returns from App
Update Outlet Information
Recent Orders Visibility
Customer Activity Tracking
Product Catalog Browsing
Pricing & Scheme Visibility

GPS Attendance & Profile

Attendance marking is done from the app with camera access and GPS/location capture. The app user has profile access to view details, change theme, update profile, and access help and support. Users can sign out directly from the app.

GPS-Based Attendance Marking
Camera Access for Photo Verification
Location Capture at Check-In
Profile Access & Theme Customization
Help & Support Access
Dark Mode & Light Mode
Direct Sign Out from App

AI Assistant

There is an AI assistant inside the system. Users can ask anything related to the system through typing or browsing help topics. Examples: "Show my pending orders", "How to place an order?", "Show orders for Civil Lines".

AI-Powered Query Assistant
Type Questions or Browse Help Topics
Order-Related Queries ("Show my pending orders")
Process Guidance ("How to place an order?")
Location-Based Queries ("Show orders for Civil Lines")
System Help & Support Integration
Available Across Portal & Mobile App

Portal Analytics & KPIs

The dashboard loads the last 30 days' data by default and shows KPIs, charts, top products, and all related analytics. Everything can be exported. The portal provides real-time visibility into orders, revenue, and distributor performance.

Today's Orders & Revenue KPIs
Sales Trend Charts
Order Status Distribution (Delivered, Processing, Pending)
Top Products & Top-Selling SKUs
Active Users & Coverage Dashboard
Weekly & Monthly Sales Trends
Customizable Date Range & Filters
Recent Activity & Notifications

Order & Fulfilment Reports

Track order lifecycle from placement through dispatch to delivery. Reports open in a side panel where users can explore data without leaving the current screen, apply filters, and export directly.

Order Summary by Distributor
Retailer Order Analytics
Dispatch & Delivery Tracking Reports
Invoice Status Reports
Product-Wise Order Trends
Territory-Wise Sales Summary
Outstanding & Credit Reports
Payment Collection Analytics

Target Achievement Reports

Achievement logs show which orders contributed toward target achievement. Target uploads work through templates with dynamic columns generated based on target configuration.

Product-Based Target vs Achievement
Visit-Based Target Completion
Achievement Logs with Contributing Orders
Monthly & Quarterly Trends
Top Performing Products
Salesperson Activity Reports
Coverage & Productivity Data
Bulk Target Upload via Templates

Portal Settings & Configuration

Organization-level configurations include project name, industry type, contact details, GST details. Branding includes company logo, mobile app logo, brand colors. Regional settings include time zone, date format, time format, and financial year settings.

Organization-Level Configuration
GST Details & Contact Information for India
Company Logo & Brand Colors
Mobile App Logo Configuration
Time Zone & Date Format Settings
Financial Year Settings
Invoice Templates (Compact & Detailed)
Custom Branding Across Portal

Report Exporting & Caching

We already have around 24 default reports in the system. Once a report is exported, it is available in a dedicated Exports section for the next 7 days, so users do not need to regenerate the same report repeatedly. This helps reduce load on the system because reports are generated in real time.

24+ Default Reports Available
CSV Format Export Support
7-Day Export Cache for Re-Access Without Regeneration
Configurable Filters (Warehouse, Brand, Status, Custom Fields)
Side Panel Report Exploration
Shared Export Access Across Team Members
Date-Wise & Territory-Wise Filtering
Real-Time Report Generation

Key Features & Benefits of Distributor Portal

Discover how our B2B ordering platform helps distributors and super stockists manage self-service ordering, inventory, payments, and analytics from web and mobile portals.

Self-Service Ordering

Distributors place retailer orders by selecting customer, warehouse, payment type, and adding products. System auto-checks stock, schemes, pricing, and credit limit.

Auto Order Validation

Automatic stock availability, scheme application, pricing rules, and credit limit validation during order placement, eliminating manual errors in the B2B ordering process.

Dispatch & Invoicing

Auto stock allocation with FIFO/LIFO logic. Delivery note generation, dispatch completion, and invoice availability directly from the distributor portal.

Inventory Visibility

Total SKUs, inventory value, in-transit stock, and current stock levels SKU-wise. Batch management with FIFO/FEFO. Stock updates, transfers, and movement history.

Payment Tracking

Record payments with customer selection, payment mode, and invoice allocation. Track outstanding balances and over-limit status (e.g., ₹2,79,765 over limit) in real time.

Mobile Portal

App dashboard with sales trends, top-selling SKUs, targets, order history. Market visit with beat execution, customer navigation, and in-app ordering.

Customer Management

Manage retailers, distributors, super stockists. Import, add individually, or create through the app. Customer type mappings and reporting hierarchy.

GRN & Returns

Process incoming stock receipts with quantity validation. Handle returns with reason capture and credit note generation after higher-level approval.

Custom Branding

Configure company logo, mobile app logo, brand colors. Once uploaded, branding changes across the entire portal. Dark mode and light mode support.

Role-Based Access

Create roles and assign permissions. Different portal views for distributors, super stockists, admins, warehouse users, and field teams.

24+ Reports & Export

24+ default reports with configurable filters, CSV export, and 7-day cached access. Side panel report exploration without leaving the current screen.

AI Assistant

Built-in AI assistant for system queries. Ask anything: "Show my pending orders", "How to place an order?", "Show orders for Civil Lines".

Who Uses Distributor Self-Service Portal?

Built for businesses needing a self-service B2B ordering platform where distributors, super stockists, and field teams can manage orders, inventory, payments, and analytics across distribution networks in India and globally.

FMCG & CPG Companies – Self-service portal for distributors across India to place retailer orders with auto stock, scheme, pricing, and credit limit validation. Mobile portal for field teams with market visit execution and beat management
Beverage & Alcohol Brands – B2B ordering platform for distributors and super stockists across on-trade and off-trade channels. Batch tracking with FIFO/FEFO and dispatch management from the portal
Consumer Durables – Dealer and distributor self-ordering system with inventory visibility, payment tracking (e.g., ₹2,79,765 over limit), and credit management across modern and general trade
Personal Care & Cosmetics – Distributor mobile portal for field teams across beauty retail and kirana networks in India. Market visits with beat execution, customer navigation, and in-app ordering
Pharmaceuticals – Stockist and distributor self-service portal with GRN processing, batch tracking, and outstanding management. GST-compliant invoicing with PAN and bank details for India
Food & Snacks Brands – B2B online ordering system for distributors to place and process retailer orders. Auto stock allocation with delivery note generation and dispatch from the portal
Building Materials & Cement – Dealer self-service portal with credit limit management (e.g., ₹1 crore limit, ₹5 crore order approval), payment tracking, and custom branding across India
Electronics & Appliances – Distributor portal with multi-warehouse inventory visibility, self-service ordering, and 24+ reports with CSV export and 7-day cached access for team-wide sharing

Customers Speak

With 1Channel, we've achieved 100% digitisation in sales team movement, order management, and inventory visibility, transforming the way we operate. The most beautiful thing about 1Channel is its ability to be completely customised to meet our organisation's unique requirements.

Vishwadeep Sharma

Grayforce Industries Ltd.

1Channel is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox.

Christian Gibbons

General Manager, Tad Network

Thanks to 1Channel SFA tool, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region.

Anita Hemrajani

Associate Director, Pernod Ricard Asia

1Channel SFA tool has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements.

Mario Gibson Nadar

Manager – Training, Sugar Cosmetics

Before 1Channel CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click.

Distributor Self-Service Portal

Trusted By Leading Organizations

Why Choose Our Distributor Portal Software?

How Our Distributor Portal Software Works

Comprehensive Distributor Portal Features

Portal Dashboard & Login

Portal Dashboard Features

Self-Service Order Placement

Order Processing & Fulfilment

Portal Inventory, Payments & Customer Management

Portal Inventory Management

Payment Recording & Outstanding Tracking

Customer Master & Retailer Management

GRN & Returns from Portal

Mobile Portal, Market Visits & AI Assistant

Mobile App Dashboard

Market Visit & Beat Execution

Mobile Ordering & Returns

GPS Attendance & Profile

AI Assistant

Portal Analytics & KPIs

Order & Fulfilment Reports

Target Achievement Reports

Portal Settings & Configuration

Report Exporting & Caching

Key Features & Benefits of Distributor Portal

Self-Service Ordering

Auto Order Validation

Dispatch & Invoicing

Inventory Visibility

Payment Tracking

Mobile Portal

Customer Management

GRN & Returns

Custom Branding

Role-Based Access

24+ Reports & Export

AI Assistant

Who Uses Distributor Self-Service Portal?

PRICING

Other 1Channel Solutions

Sales Force Automation Software

CRM Software

Loyalty Management Software

Retail Execution Software

LMS for Sales Teams

Mobile DMS App

Distributor Order Management

Payment & Credit Management

Distributor Analytics & Reporting

AI-Powered DMS

Customers Speak

Rewards and Recognition

Celebrating Growth Milestones on Play Store, App Store, & G2

Frequently Asked Questions (FAQs)

What is distributor portal software?▼

How does self-service ordering work for distributors?▼

What happens after an order is placed from the portal?▼

Does the portal support mobile access?▼

Can the portal be customized with company branding?▼

How does payment and credit management work in the portal?▼

Does the portal support inventory management?▼

Does the portal include an AI assistant?▼

What reports and analytics are available?▼

Is the B2B ordering platform cloud-based?▼