Sales and Distribution

Shancharee is an integrated solution comprising marketing and sales activities. Organizations can act immediately to improve sales, service and marketing effectiveness by using this module. Our Sales Management module is all about retaining customers, improving customer loyalty, saving money and gaining customer insight.

This module also helps to you make your customer order management easier day by day. Our distribution systems are designed to make your distribution company more efficient and more productive, regardless of the size and scope of your channel. We have a solution that will meet your needs as a distributor, from tire to dental distributors, from food to medical supplies, and everything in between.

Financial Management in Shancharee gathers financial data from various functional departments and generates valuable financial reports such as Balance Sheet, Trial balances, General Ledgers, Quarterly Financial Reports, Account Statements, Gross Profit Analyses, Cost Center wise Analysis, Branch wise Profit Analyses, profitability reports, Asset and Depreciation Management and many more.

Shancharee Financial management module has the capability of meeting all the accounting and financial needs of an organization. It is with this module that the Financial Manager as well as other Managers within a business can review the financial position of the company in real-time and assist in better decision-making and strategic planning.

Sales Target/Forecasting and budgeting


Forecasting generates on gross amount of yearly sales. Then, the forecast breaks into month-wise sales. Forecasting also depends on the existing stock, history of retail store. A percentage is added to the product’s quantity and rate which depends on the previous sales in the showroom. Forecasting is generated according to the demands of the product of the respective showrooms. It also depends on several events like Eid, Pohela Boishakh etc. After the forecast, the user will prepare a budget for purchase.


  1. Product/segment wise Yearly sales forecasting
  2. Product-wise monthly sales forecasting
  3. Showroom/retail shop or location-wise forecasting
  4. Prepare a budget for Purchase
  5. Prepare Procurement plan

Procurement Management

Through this module the Indent/Requisition of Stock, Capital & Service Items are handled. The Indents from respective department are raised for Stock Items against which store issues the items. For Stock Items, Stores raise the Purchase requisitions. The module raises the purchase order for the approved purchase requisition. For Capital Item, the purchase requisition comes from the respective departments. The module raises the purchase order for Capital Items separately. There will be cash purchase if necessary. Procurement starts according to the forecasting. Procurement plan depends on previous sales data. The company gives supplier PO to the supplier along with their requirement.

The Work Process flow is-

Supplier PO > Supplier PI > Import LC > Commercial invoice > Import Bills Payment

Features of Procurement:

  1. Item/product requisition
  2. Budget for Import
  3. Supplier PO
  4. Supplier PI
  5. Import L/C Opening
  6. Commercial Invoice
  7. Import Bill Payment
  8. Define Item HS code-wise custom duty
  9. Setup info

Inventory management

Based on Purchase Order Supplier Sends the goods and Goods are received at warehouse. Some Goods are quarantined and Send to QC Department for analysis. After Getting Certificate of analysis from QC Department that is received at store. The Distribution Department Raises a Material requisition or delivery order to the Store and the Store Issues goods against that Material requisition or delivery order. There will be Transfer in-out process rack-bin wise. There will be a sales return when any product gets back from the customer.

Features of Inventory

  1. Product/Item define
  2. Product/Item receive
  3. Item QC
  4. Generate Barcode
  5. Item Issue/Delivery
  6. Return Item receive
  7. Item replacement
  8. Item adjustment
  9. Damage Item stock
  10. Excess quantity received (accounting integration for Excess quantity received payment)
  11. Item transfer/movement
  12. Transfer item receive
  13. Location wise stock
  14. Centralized stock view
  15. Dealer/agent wise stock
  16. Maintaining Inventory Valuation and Quantity
  17. Spare Parts tagged with Assets (Cost Center) to measure Machine‐wise Spare Parts consumption
  18. Item/product loan
  19. Setup info

Sales and Marketing Management System

Features of sales and marketing management

  1. Sales order entry
  2. Sales order approval process
  3. Set up a Sales Force with a Personnel Hierarchy
  4. Tag Sales Force with Geographical Territory
  5. Maintain Sales Performance by Sales Force
  6. Setup Annual Sales Revenue Target
  7. Distribute Annual Sales Target among the Sales Force
  8. Distribute Annual Budget among Geographical Territory
  9. Corporate sales
  10. Credit Sales
  11. Sales Invoice
  12. Customer Payment
  13. Installment Payment schedule
  14. Installment Payment collection
  15. Due payment notification
  16. Fails payment notification
  17. Payment receive acknowledgment
  18. Discount calculation
  19. Sales Promotion activities info management
  20. Marketing/Promotion activity expenses info
  21. Additional Spare Parts sales
  22. Free or gift items define
  23. Setup info

Distribution plan and Vehicle/road planning for DO delivery

Central warehouse receives different delivery order from different sales agent, dealer, sales department, sales center, outlet etc. Distribution department/warehouse in-charge plans for product delivery as per demand. Following features manages by this module.

  1. Product demand is received from sales centers, outlets, dealers, etc.
  2. Approved sales orders receive
  3. Current Stock VS demand/delivery order
  4. Prepare a plan for product delivery
  5. Prepare Vehicle/road planning for DO delivery
  6. Manage delivery acknowledgement
  7. Delivered Item adjustment
  8. Setup info

After Sales Service Module


  1. Repair/Service Policy
  2. Sales warranty management
  3. Assign Maintenance/support staff
  4. Periodic Visit Schedule
  5. Request for maintenance service
  6. Paid Visit Schedule
  7. Item/ Spare Parts replacement
  8. Customer complain and feedback
  9. Setup info

Warranty and Claim management

Different product has different type of warranty. This warranty is given by concern principal. The company (user of this module) can manage the following features.

  1. Manage product-wise warranty info
  2. Claim to principal for damage goods,
  3. Claim for incentive,
  4. Claim for shortage receive,
  5. Manages offers or discounts,
  6. Claim for marketing activities expenses
  7. Claim amount receive info
  8. Setup info

Commission management

  1. Commission Policy:

In a fixed-commission structure, retail store owners give salespeople a lump sum or a set percentage of a product’s sales price when they make a sale.

A retail dealership may offer a profit-sharing structure in which both the dealer and salesperson received an established amount of profits.

  1. Incentive Policy


  1. Define commission policy for employee
  2. Commission Policy
  3. In a fixed-commission structure, retail store owners give salespeople a lump sum or a set percentage of a product’s sales price when they make a sale.
  4. A retail dealership may offer a profit-sharing structure in which both the dealer and salesperson received an established amount of profits.
  5. 8.2 Incentive Policy
  6. Features

Point of Sales (POS)


  1. Define showroom/Retail shop
  2. Manage showroom expense
  3. Product/item stock update
  4. Manage Customer data
  5. Manage Customer Purchase History
  6. Define Discount Policy
  7. Promotion Policy
  8. Define Coupon/Loyalty Points Policies
  9. Direct sales
  10. Sales invoice
  11. Define Product Return Policy
  12. Payment getaway integration
  13. Inventory Re-Order Items
  14. Automatic Item Updating Stock Movement (In / Out)
  15. Slow Moving Items
  16. Fast Moving Items
  17. Cash Book Management (Petty Cash)
  18. Expenses (Day Book) & Receipts
  19. Real-time Updates
  20. Sales without an internet connection (offline)
  21. Date synchronization
  22. Setup info

Customer Relationship Management

Customer relationship management solution that helps users to manage sales. CRM software systems are also used in the same way to manage business contacts, sales employees, clients, contract wins and sales pipeline, leads. The solution offers lead scoring and promotion, email integration and sales analytics.


  1. Customer data
  2. Customer interaction (interest, comments, review etc.)
  3. Customer base-wise sales activities (individual customer, corporate customer, etc.)
  4. Tracking sales lead
  5. Manage contracts
  6. Manage marketing promotion
  7. Manage sales targets
  8. customer support activities
  9. support vendor/partner relationships
  10. Sales employees assign
  11. Manage sales personnel activities
  12. Manage Follow-up activities
  13. Maintaining relationships with loyal customers
  14. Setup info