Distribution Management System (DMS) Mobile App - User Guide

1. Daily Essentials & Dashboard

This section covers the core tools every user needs to start their day and monitor their basic status.

Geotagged Attendance: Use the "Check IN" and "Check OUT" module on the home screen to log your daily working hours with automatic location tagging.
Dashboard Metrics: Quickly view your Leave balances (MTD/YTD), Team Present/Total counts, and daily operational summary right from the home screen.
My Inbox / My Outbox: Check system-generated notifications, pending action items, and internal communications.
Profile: Manage your personal account details and user settings.

Tools designed for daily field operations, route planning, and sales tracking.

Beat Planning: Structure your daily/weekly market visits (beats) for optimal territory coverage.
Sale: Punch in new orders and track ongoing sales activities directly from the field.
Beat Performance: Track your route coverage efficiency and sales achievements against planned targets.
Schemes: Browse active market promotions in the Scheme Master and track specific enrollments under My Scheme.

Modules to manage the lifecycle and details of your distribution network and retailers.

On-Boarding Request: Initiate the registration and approval process for new market partners.
Party & Customer Masters: Access the Customer List and Party Master for comprehensive business profiles, contact details, and historical data.
Add Complaint: Log and track grievances, service issues, or feedback related to specific partners.

Comprehensive tools to manage ledgers, billing, and financial transactions in the market.

Invoicing: Generate, view, and manage Sales Invoices and Purchase Invoices.
Receipts & Payments: Record incoming cash/bank entries via Receipts / My Receipts and process outgoing Payments.
Adjustments & Notes: Issue Credit Notes and Debit Notes, and handle financial Adjustments to settle accounts.
Ledger Tracking: Access the Transaction List for a chronological financial view and use the Party Ledger to check outstanding balances for specific clients.

Features to maintain visibility over product availability and supply chain logistics.

Stock Ledger: Monitor real-time inventory levels, stock movement, and inward/outward logistics.
Warehouse Master: View and configure foundational details regarding storage locations and depots.

Tools for individual employees to manage their administrative requests.

Leave Management: Request time off using Add New Leave, check available balances in My Leaves, and view the company Holiday calendar.
Time & Expense: Submit claims for out-of-pocket costs via My Expenses and request attendance corrections via Regularised Attendance.

Dedicated features for team leads and managers to oversee their direct reports.

Team Performance & Roster: View your reporting structure in My Team and analyze their KPIs in Team Performance.
Attendance Oversight: Monitor daily staff check-ins via Team Attendance and take action using Approve Attendance.
Approvals: Review and sanction subordinates' requests through Leave Approval and Expense Approval.

Backend tools for supervisors and admins to maintain system integrity and extract data.

User Management: Maintain user roles, access rights, and staff details via the Employee Master.
Configurations: Set up core system rules, dropdowns, and operational parameters.
Report Management: Access the Reports section to generate detailed, exportable data cuts on sales, finance, and team metrics.
Security: Update access credentials using the Change Password feature.