Published at: 2026-10-12
Dealer Business Overview
Learn the overall layout of the FMCG distributor Workstation and quickly locate common business entries.
Overview
After you purchase the FMCG Distributor edition as the primary edition, the system automatically provisions six applications: Overview, Basics, Sales, Procurement, Inventory, and Funds. Each application defines different business menus. This topic walks you through each one.
Core concepts
The FMCG Distributor edition provisions six applications around brand–dealer collaboration: Overview, Basics, Sales, Procurement, Inventory, and Funds. Dealers isolate data by brand and conduct collaborative business such as procurement, receiving, and returns only under connected brands.
Overview
The Overview application aggregates key business views:
- Home: Displays preset FMCG distributor reports.
- CRM reminders: Includes CRM notifications, inventory replenishment and alerts, near-expiry inventory, and initiated Approval Processes.
- CRM to-dos: Pending Approval Processes for your enterprise.
- Data Dashboard: Summarizes key enterprise operating metrics based on BI Reports and Statistic Charts, so you can monitor operations intuitively.
Basics
Basics includes configuration features for enterprise basic data:
- Accounts: Customer data delivered from the brand, or accounts added by your enterprise.
- Contacts: Contacts associated with an account; configure them before you create a contact person for an account.
- Products: Product records delivered from the brand, or product records added by your enterprise.
- Goods: Goods records delivered from the brand, or goods records added by your enterprise (to enable goods, toggle the switch: Setup > Business Rule Management > FMCG Business Plugins > Goods Settings).
- Units, common unit settings, and so on.
- Suppliers: Manage procurement suppliers.
Sales
Orders include common business features: sales orders, Shipment Orders, return orders, and Price Books.
Procurement
Procurement includes enterprise purchasing business: purchase orders and purchase return orders.
Inventory
Inventory Management covers business such as warehouses, inventory, inbound orders, outbound orders, inventory check sheets, transfer orders, and Cost Adjustment Sheets.
Funds
Includes collections, receivables, payments, payables, and write-off orders.