Peacksoft DMS Workflow

In Peacksoft ERP, the Supply Chain Management (SCM) module facilitates smooth collaboration between the company and its distributors, ensuring efficient order processing, delivery, and invoicing. The system is designed to streamline operations between the company and its distributors as follows:

1. Distributor Onboarding:
The company can onboard distributors who are already registered as independent entities. Once onboarded, the distributor is provided with login access to the ERP system for seamless interaction with the company.

2. Product Catalog Management:
The company creates a product catalog for its distributors, where products are categorized and listed.
The catalog is shared with respective distributors, allowing them to browse and select products for ordering, similar to an e-commerce experience.

3. Bulk Ordering by Distributors:
Distributors can select products from the shared catalog and make bulk orders directly from their ERP login.
Any offers or discounts applicable to the distributor are automatically reflected in the final order, ensuring accurate billing.

4. Collaborative Sales and Business Planning:
The company and distributor can collaborate on setting sales goals, business strategies, and plans for growth.
The system supports shared communication and coordination on business objectives, helping to strengthen distributor relationships.

5. Invoice and Billing Information:
Distributors can access detailed sales invoices and billing information within their ERP dashboard.
This allows them to track their payables and manage financial obligations toward the company with ease.
6. Goods Fulfillment and Delivery:
The company plans the fulfillment of goods ordered by the distributor, ensuring stock availability and production scheduling.
The system manages the delivery schedule, ensuring the goods are shipped on time to the distributor.

7. Delivery and Shipping Schedules:
The ERP provides the schedule of goods delivery to the distributor, including shipping details such as delivery dates, transport information, and vehicle numbers.
This allows both the company and the distributor to stay informed about the delivery progress.

8. Visit Planning and Coordination:
The ERP facilitates visit plans for each distributor, where company representatives can schedule visits.
Details such as vehicle information and visit objectives are shared with the distributor, improving transparency and coordination.

9. Delivery Acknowledgement:
Upon successful delivery of goods, a delivery acknowledgment report is generated in the ERP.
This report serves as a record confirming that the distributor has received the ordered goods, ensuring accountability and transparency.
By offering an integrated platform for order management, billing, collaboration, and logistics, Peacksoft ERP enables efficient communication and coordination between the company and its distributors. This ensures a smooth supply chain process, from product selection to delivery, and supports long-term business partnerships.

Peacksoft PRM Workflow

The Peacksoft ERP's Partner Relationship Management (PRM) module allows both distributors and companies to manage their partner networks efficiently, ensuring smooth collaboration, order fulfillment, and sales tracking. The system facilitates a streamlined process for onboarding, ordering, and logistics management between distributors, companies, and their resellers/partners. Here’s how it works:

1. Partner Onboarding:
Distributors or companies can onboard multiple partners or resellers into the system using the PRM module.
Each partner or reseller is assigned login credentials that are shared with them to allow access to Peacksoft ERP.

2. Partner Access via DMS Reseller App:
Partners and salespeople can log into the PRM system using the DMS Reseller App, a mobile application designed for ease of use and accessibility.
This allows partners to manage their operations from anywhere, including ordering and collaborating with the distributor/company.

3. Product Catalog for Partners:
The distributor or company can create and share a custom product catalog for individual partners or groups of partners.
The catalog contains the products offered, and partners can easily browse through the selection.
4. Partner Order Request:
Partners can add products to their cart from the shared catalog, applying offers or discounts automatically provided by the distributor/company.
They can then submit order requests directly to the distributor/company through the system.

5. Sales Order Processing:
Once the partner submits the order request, the distributor or company logs the request as a sales order in the ERP.
The sales order serves as a formal request for fulfillment, which triggers the next steps in the supply chain.

6. Sales Delivery and Fulfillment:
The distributor/company plans the sales delivery based on the partner’s location and the order request.
The fulfillment process includes logistics management, shipment planning, and delivery scheduling.

7. Partner Collaboration on Order Fulfillment:
Partners can collaborate with the distributor or company to track and manage the fulfillment of their orders.
This ensures transparency and real-time updates on the order status, allowing partners to make informed decisions.

8. Visit Schedule for Delivery:
The distributor/company can plan visit schedules for partner delivery, assigning a company representative to manage the fulfillment process.
This ensures that deliveries are well-coordinated and timely, with all necessary details shared with the partner.

9. Shared Sales Invoice and Payables:
Partners can review their payables from the distributor or company by accessing shared sales invoices and billing information within the ERP.
This feature helps partners track their outstanding payments and manage their financial obligations efficiently.

By leveraging Peacksoft ERP’s PRM module and DMS Reseller App, companies and distributors can maintain effective relationships with their partners and resellers, facilitating seamless product ordering, delivery planning, and financial management. This integrated system enhances collaboration, boosts operational efficiency, and ensures better order fulfillment and customer satisfaction.

Peacksoft DMS and PRM deployment and licensing

• Company needs one ERP license with exclusive DMS module and access to all distributors .
• Each Distributor needs one ERP license with DMS and PRM modules for access to company and partners.
• Each Partner needs PRM access to each distributor via mobile app without any license of ERP software.
• Company Account has to bear more in licensing cost on behalf of each distributor as they manage the distributor operations also.

Peacksoft ERP (www.peacksoft.com) has been the one of the best ERP software providers pan India with the following capabilities. Business flow operation (management) in Peacksoft UI is very self-descriptive so that every process is well mapped in proper sequence of operation. Every flow operates on previously generated record which is consistent in all the records. Peacksoft workflow and data model is as per any standard ERP workflow available in big ERP software vendors like SAP, Oracle, Microsoft and Others. Hence migrating from any other software to Peacksoft or from Peacksoft to other software is very smooth. Peacksoft being a SaaS based software provider, is the cheapest in terms of resource usage and maintenance. It is very simple and easy to use yet very functionally rich. Existing organizational structure can relate the similar process flow and responsibilities to the software features. Just like any other Centralized cloud infrastructure upgrade, Peacksoft has seamless software upgrade in very short window period where end user does not get affected. It has the minimum implementation time and maximum customization possible.