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FieldBi FMCG & WS A combination of SFA & DMS

Designed for FMCG brands, manufacturers, distributors & wholesalers
To streamline, optimize sales, distribution, warehouse and supply chain operation.

Enable visibility to secondary sales, stocks in the market & optimization of promotion & schemes given to outlets.

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FMCG
FieldBi & FMCG
SFA
FieldBi Sales force automation (SFA)
DMS
FieldBi Distribution Management System (DMS)
Sales rep
Warehouse
Accounting
Cash Van Sales
PG/BA
Trade marketing
Delivery
Payment collection
Sales Admin
Sales & Distribution
Branding & Marketing
Add-on
Automated Features
Sales rep
Outlet segment & allocation, assign route-frenquency plan, schedule, review execution in real-time. Everything you need to achieve peak performance in the field. A pre-transaction role from issue quotation to order processing of sales, consignment, credit memo
Submit credit memo for approval to return goods. If a buyer has paid the full amount owed, You can use the credit memo to offset future invoices or cash settlement.
and redemption.

Your accounting or ERP system integration.
Based on your setting and practices, push sales invoice data when S.O confirmed or after goods delivered
Sales rep
Outlet segment & allocation, assign route-frenquency plan, schedule, review execution in real-time. Everything you need to achieve peak performance in the field. A pre-transaction role from issue quotation to order processing of sales, consignment, credit memo
Submit credit memo for approval to return goods. If a buyer has paid the full amount owed, You can use the credit memo to offset future invoices or cash settlement.
and redemption.

Your accounting or ERP system integration.
Based on your setting and practices, push sales invoice data when S.O confirmed or after goods delivered
Delivery
Goods summary by sales order & FOC, sorted by delivery route plan for each van.

Delivery van inspect & confirm to receive inventory or reject on mobile app, follow delivery route plan,
deliver the goods , print delivery note and invoices on-spot, declare damages & losses goods, return inventory balance to warehouse.

Execute ad-hoc tasks on-spot such as receive return goods from retail store by credit memo
Issue Credit memo to return goods during delivery. Part of the order is modified or customer cancels a purchase
, etc.

Your accounting or ERP system integration.
Based on your setting and practices, push sales invoice data after goods delivered or when S.O confirmed
Delivery
Goods summary by sales order & FOC, sorted by delivery route plan for each van.

Delivery van inspect & confirm to receive inventory or reject on mobile app, follow delivery route plan,
deliver the goods , print delivery note and invoices on-spot, declare damages & losses goods, return inventory balance to warehouse.

Execute ad-hoc tasks on-spot such as receive return goods from retail store by credit memo
Issue Credit memo to return goods during delivery. Part of the order is modified or customer cancels a purchase
, etc.

Your accounting or ERP system integration.
Cash Van Sales
A straightforward process.

Van sales inspect & confirm to receive inventory or reject on mobile app, follow daily route plan, sell the goods , receive Payment , print receipts and invoices on-spot, submit payments to cashier, declare damages & losses goods, return inventory balance to warehouse, done!

Execute seasonal promotions on-spot such as redemption , etc.
Cash Van Sales
A straightforward process.

Van sales inspect & confirm to receive inventory or reject on mobile app, follow daily route plan, sell the goods , receive Payment , print receipts and invoices on-spot, submit payments to cashier, declare damages & losses goods, return inventory balance to warehouse, done!

Execute seasonal promotions on-spot such as redemption , etc.
Telesales
Mutual communications between customer and call center, call to order or call to take order .

Telesales rep will handling the weekly, repeat sales and maintaining ongoing relationships with the customer.
Telesales
Mutual communications between customer and call center, call to order or call to take order .

Telesales rep will handling the weekly, repeat sales and maintaining ongoing relationships with the customer.
B2B App
An additional channel to leverage technology and empower customers
Sub-distributor, wholesaler & retailer
to self-order directly to you. a 24/7 personal assistant that does all the crap while keep everything exactly the same as your daily operation
B2B App
An additional channel to leverage technology and empower customers
Sub-distributor, wholesaler & retailer
to self-order directly to you. a 24/7 personal assistant that does all the crap while keep everything exactly the same as your daily operation.
Payment collection
Field payment collection route plan created based on setting in credit term and payment follow up criteria. settlement could be made by invoice or retail outlet (customer account ID).
Payment collection
Field payment collection route plan created based on setting in credit term and payment follow up criteria. settlement could be made by invoice or retail outlet (customer account ID).
Sales Admin
Tool to control your sales and distribution network. you can effectively manage outlet vs assign route plan, policies, target, taxes, trade promotion schemes, supply chain parameters, master data management, security settings and any other information that needs to be shared accross your network.
Sales Admin
Tool to control your sales and distribution network. you can effectively manage outlet vs assign route plan, policies, target, taxes, trade promotion schemes, supply chain parameters, master data management, security settings and any other information that needs to be shared accross your network.
Trade promotion &
Tax scheme
Simple & flexible. Volume based pricing, discount, FOC by cross or same SKU.

Tax schemes such as VAT/GST, public lighting tax or other taxes is simple to config and implement.

Automates settle all incentives via trade promotion & credit memo on next invoice.
Trade promotion &
Tax scheme
Simple & flexible. Volume based pricing, discount, FOC by cross or same SKU.

Tax schemes such as VAT/GST, public lighting tax or other taxes is simple to config and implement.

Automates settle all incentives via trade promotion & credit memo on next invoice.
Accounting
Invoiced accounts receivable & accounts payable, register expenses, automates all aspects of billing, collections, payments.

Completely reduce double & manual works on transaction from field. integrates with your ERP & Accounting system.
Accounting
Invoiced accounts receivable & accounts payable, register expenses, automates all aspects of billing, collections, payments.

Completely reduce double & manual works on transaction from field. integrates with your ERP & Accounting system.
Warehouse
FieldBi warehouse managment system is a workflow
Check out FieldBi team support clients set up warehouse
driven process to help ensure operators adhering to your mandated business process. the workflow is based on FMCG & distribution industry best practices and requirements. your accounting or ERP system integration.
There are 2 options to push inventory data to your accounting or ERP
Inbound
Receive
Inspect
Put-away to loose
Put-away to Bin
Put-away to
warehouse
inventory
Outbound
Create SO
Credit check
Allocate SO
Create load plan
Picking
Packing
Dispatch
Warehouse
FieldBi warehouse managment system is a workflow
Check out FieldBi team support clients set up warehouse
driven process to help ensure operators adhering to your mandated business process. the workflow is based on FMCG & distribution industry best practices and requirements. your accounting or ERP system integration.
There are 2 options to push inventory data to your accounting or ERP
Inbound
Receive
Inspect
Put-away to loose
Put-away to Bin
Put-away to
Warehouse
inventory
Outbound
Create SO
Credit check
Allocate SO
Create load plan
Picking
Packing
Dispatch
Pre-Sales overall model detail
Cash Van Sales overall model detail
Primary & Secondary Sales
Primary Sales, When you makes a sale and invoices to customers.
sub-distributor, wholesaler and retailers


Secondary Sales, when you assign cash van sales to receive inventory from sub-distributor sale and invoices
Sub-distributor's sales invoices
to customers or your sale rep visited retail store taken order, transmitted up to your sub-distributor.

Automates all trade promotion based on sales invoice, submit claims to Company/brands for clearance & settlement.
Pre-Sales overall model detail
Cash Van Sales overall model detail
Primary & Secondary Sales
Primary Sales, When you makes a sale and invoices to customers.
sub-distributor,
wholesaler and retailers


Secondary Sales, when you assign cash van sales to receive inventory from sub-distributor sale and invoices
Sub-distributor's sales invoices
to customers or your sale rep visited retail store taken order, transmitted up to your sub-distributor.

Automates all trade promotion based on sales invoice, submit claims to Company/brands for clearance & settlement.

Data informed decision making & data analytics available on smart phone or large screen which allows you to access real-time information, enabling you to respond quickly to changing market conditions and customer preferences.

FAQ
Frequently Asked Questions
How Quickly Can I Get Started Using FieldBi?

After sign up, It can be set up within hours or couple days depending on your data availability and size. The mobile application is available on Google Play Store & App Store.

How can FieldBi help my business?

FieldBi is created by a group of experienced with expertise in FMCG, digital commerce, retail and fintech to streamlining routes plan, Set and monitor targets vs achievements, Systematically Increase your coverage and product placement, Keep a track on Primary and Secondary Sales, Manage with Insight.

Will the application work on any phone?

FieldBi available on App store & Play store. The same application works for any roles/hierarchy across your organisation.

Do I Have An On-Premises Setup?

FieldBi is a cloud based application and will not support On-premises setup.

Will FieldBi affect my phone performance?

FieldBi is optimised to give the best performance in the business app category. However performance may vary based the device specifications, minimum support device specifications are Android 8 and above, 3gb minimum ram, 16GB internal storage.

How secure is FieldBi and be sure my data is secure?

FieldBi built on a robust security architecture trusted by Large enterprises. The system provides security and control over everything through master user permission to data access and sharing. At FieldBi, we prioritize data security, taking various measures to ensure your information is protected. Rest assured, your data is safe with us, and you can confidently use our platform without worry. Your peace of mind is important to us!