डिस्ट्रीब्यूशन डेस्क
The Distribution Desk is the office's daily control screen for a distribution business: collections from the field, approvals, salesman access, reports and day close.
Why and when you use it
At the end of a field day the office has to know what money came in, what is waiting for approval and whether the day can be closed. The Distribution Desk brings these together so the owner or accountant does not have to open five screens. It is used every evening and whenever collections come in.
Before you start
- Salesmen added and linked to logins (Salesmen)
- Invoices raised for customers (Sales Invoices or Challan POS)
Step by step
- Open Distribution DeskIn the left sidebar, under Stockivio ERP, open Distribution Desk. The sections are Collections, Day close, Reports, Approvals and Salesman access.
- Review collectionsOpen Collections. The list shows Date, Customer, Invoice, Amount, Mode and Status for money collected in the field.
- Add a collectionPress Add collection to record money a salesman collected against an earlier invoice, with the amount and mode.
- Handle approvalsOpen Approvals and approve or reject requests waiting from the field.
- Set salesman accessOpen Salesman access to control what each salesman can see and do on the field screens.
- Close the dayAfter all settlements are closed, open Day close and close the day so the figures are final.
- Read the reportsOpen Reports for daily and periodic views of collections and field sales.
Worked example
On 25 Nov 2026 Ravi collects ₹12,000 by UPI from Gupta Kirana Store against the credit bill of 13 Nov.
- Open Distribution Desk and go to Collections.
- Press Add collection: customer Gupta Kirana Store, the invoice of 13 Nov, Amount ₹12,000, Mode UPI.
- Check it appears in the list with its Status.
- In the evening, after Ravi's and Imran's settlements are closed, open Day close and close 25 Nov.
Result: Gupta Kirana Store's invoice is paid, its balance drops by ₹12,000, and 25 Nov is closed with final figures.
💡 Tips
- Record collections the day they happen so Receivables stays accurate.
- Close the day only after every salesman's settlement is closed.
- Review Salesman access when a salesman joins or leaves.
⚠️ Common mistakes
- Recording the same collection here and again in Payments. Use one place for each collection.
- Closing the day while a settlement is still open, which leaves the numbers incomplete.
सवाल
Is Distribution Desk the same as the Distribution module?
No. Distribution Desk is the daily desk under Stockivio ERP. The Distribution module is a separate item with channel partners, schemes, secondary sales and more.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Distribution Desk and show its sections.
- Scene 2: Open Collections and explain the columns.
- Scene 3: Press Add collection for Gupta Kirana Store's ₹12,000 UPI.
- Scene 4: Look at Approvals and Salesman access.
- Scene 5: Close the day in Day close.