Trading & Distribution

From first call to collected payment

Stagewise connects your field sales reps, warehouse, accounts, and leadership — so orders flow, stock stays honest, and collections don't age.

The Problem

Everyday challenges we hear

Sales reps work off paper and WhatsApp

Orders collected in the field don't reach the warehouse in time, and follow-ups get lost.

Quotations are inconsistent

Each rep uses their own template, discount rules vary, and margins leak.

Outstanding collections pile up

No one has a live view of party-wise pending; payment reminders are ad-hoc.

Stock position is always stale

By the time purchase decides to reorder, fast movers are already out of stock.

Travel allowances are disputed

Sales reps claim expenses with no clear record of where they actually went.

No picture of a rep's daily output

Who visited whom? How many orders were booked? The manager finds out at EOD, maybe.

The Solution

How Stagewise helps

1

Leads, quotations and follow-ups

Standardized quotations with approval chains, versioned revisions, and automated follow-up reminders.

Explore Leads & Quotations
2

Sales & purchase with stock

Live stock visibility to the sales team, integrated GRN/invoice workflow, party-wise outstanding and ageing reports.

Explore Sales & Purchase
3

Live rep tracking and beat plans

See each rep's movements, plan optimal beat routes, and auto-calculate travel allowance from actual distance covered.

Explore Geo Tracking
4

Task and ticketing for inside sales

Route customer queries, order amendments and returns through a tracked workflow with SLAs.

Explore Task & Ticketing

The Impact

What you can expect

2x
orders booked per rep/day
35%
lower outstanding days
100%
accurate travel claims
Live
stock visibility for sales

Ready to run your trading & distribution business on Stagewise?

Book a walkthrough tailored to your workflow. We'll map your daily operations onto Stagewise and show you exactly how it fits.