RetailSutra runs an Indian distributor's whole day in one system: orders from WhatsApp, the Retailer App, salesmen and the counter, billed with schemes and GST, delivered with OTP and collected into the khata.
₹2–200 CrDistributor turnover range it's built for
500M+WhatsApp users in India your retailers already are
One order, start to finish
One cart. Every channel.
A retailer can start an order on WhatsApp, finish it in the Retailer App, and have it approved, invoiced and delivered without anyone re-typing a line. Here is order ORD-4821 from the demo company, minute by minute.
Cart started on WhatsApp
Ramesh Bhai of Sai Kirana Stores types ORDER and picks Pepsi 250ml × 3, Coke 2L × 2.
Edited in the Retailer App
The same cart opens in the app. Pepsi goes to 5 cases and "Buy 5 get 1 free" applies.
Order placed
₹4,147 incl. GST. Credit is checked: ₹16,547 of ₹50,000 used after this order.
Approved in Order Inbox
The office sees how the order was built. FEFO picks batch PB-2609, expiry Mar 27.
Invoiced
INV/26-27/04821 posts. The PDF goes to the retailer on WhatsApp and in the app.
Out for delivery
Suresh's van, stop 1 of 5. Delivery code 4821 reaches the retailer.
Delivered and collected
OTP confirmed, ₹2,000 taken on UPI, and the khata updates on both sides.
WhatsAppRetailer AppOffice desktopField App
0lines re-typed between WhatsApp, the app and the office
26 minfrom the first WhatsApp message to delivery in the demo run
1shared cart, ledger and invoice for every channel
Platform architecture
Three layers. One connected system.
Each layer serves a different person. All three sync through a central cloud backend in real time, and the mobile apps keep working without signal.
Desktop
Owner · Accountant · Sales manager · Godown
Products, retailers, vendors and salesman masters
Keyboard-first counter billing and purchase entry
Stock, batches, expiry and godown control
Ledgers, credit limits, aging and PDC tracking
GSTR-1, GSTR-3B, E-Invoice, E-Way Bill, Tally XML
Owner KPI dashboard and reports
Mobile
Field App for salesmen and delivery · Retailer App
Real-time sync across layersOffline queue on mobileServer calculates every totalAWS India region
Built for Indian distribution
Made for distributors still running on paper and phone calls.
Regional and local distributors with crore-level turnover, whose orders still arrive through calls, notebooks and WhatsApp groups.
FMCG distributors
Multi-brand portfolios with hundreds of SKUs and high daily transaction volume.
Schemes · beats · speed
Food & beverage
Perishable stock where batch numbers, expiry dates and recalls carry real money.
Batches · expiry · trace
Retail wholesalers
Walk-in counters, phone orders and credit spread across hundreds of shops.
Counter speed · credit
Multi-brand stockists
Several company principals, each with separate schemes, targets and statements.
Per-principal reporting
Inside the desktop
Tally-fast screens for the office.
Office staff come from Tally and Busy, so billing and purchase are keyboard-first, tables are dense, and every common action has a key. These are the actual layouts from the RetailSutra UI guide.
app/dashboard
RETAIL SUTRAShree Sai DistributorsSearch orders, retailers, productsCtrl KVP
Large tap targets, a bottom tab bar, and one main action pinned to the bottom of each screen. The Field App keeps working with no signal; the Retailer App uses plain words like Khata, Pay and Offers.
9:474G ▮▮▮
Sai Kirana StoresRamesh Bhai · Hadapsar
OutstandingCredit OK
₹12,400
Overdue ₹0Limit ₹50,000
Checked in 9:46 · 38 m from shop
New orderOpen their cartRepeat lastCollect
Last orders
15 Sep · 6 items₹6,190
02 Sep · 9 items₹6,210
Check out
TodayShopsOrdersCollect
Field App · retailer visit
Money first, GPS-verified check-in, and four big actions for the salesman.
9:49Offline
New orderSai Kirana Stores
Offline · prices as of 9:40 · order will sync
BeveragesBiscuitsDairy
PEP
Pepsi 250ml ★
Case 24 · ₹480 · Buy 5 get 1
−5+
CK
Coke 2L
Case 6 · ₹420 · MRP ₹95
−2+
FT
Fanta 600ml
Case 24 · ₹840
Add
+1 FREEPepsi applied · 2 more Coke = 1 free
8 cases · est. incl. GST₹4,147
Sign & submit
TodayShopsOrdersCollect
Field App · order with no signal
Steppers instead of typing, live scheme hints, and the order queues until the network returns.
10:09▮▮▮
Your cartShree Sai Distributors
You started this cart on WhatsApp at 10:02
PEP
Pepsi 250ml
₹480 × 5 = ₹2,400
−5+
FREE
Pepsi 250ml · FREE
Buy 5 get 1 applied
1 CS
CK
Coke 2L
₹420 × 2 = ₹840
−2+
Items₹3,240.00
GST₹907.20
Credit after order₹16,547 of ₹50,000
Place order · ₹4,147
HomeOrderKhataPay
Retailer App · shared cart
The retailer sees where the cart started, the free line, and credit left after the order.
10:284G ▮▮▮
Trip · Stop 1 of 5Sai Kirana Stores · INV/04821
Pepsi 250ml5 CS
Pepsi 250ml FREE1 CS
Coke 2L2 CS
Short or damaged? Mark partial
Enter OTP from retailerSent to Ramesh Bhai on App + WhatsApp · 10:27
482
Resend in 0:41 · Take signature instead
Collect ₹2,000 by UPI QR carries invoice reference
Confirm delivery
TripMapCashClose
Field App · delivery with OTP
Line check, partial delivery, OTP in large boxes, with photo and signature as fallbacks.
Module reference
Nine modules. Everything a distributor needs.
From the product master to GPS-confirmed delivery and GST filing. Each module shares the same masters, the same ledger and the same stock.
01
Master management
Products with HSN, MRP, PTR and PTS, Box → Strip → Piece conversion and barcodes. Retailers with GPS pin, route, credit limit and tier. Salesmen with targets and device binding.
Desktop
02
Inventory & stock
Live stock ledger per SKU and godown, batch tracking, expiry alerts at 30/60/90 days, dead-stock flags, reorder suggestions, van loading and damaged-stock register.
DesktopMobile
03
Purchase
Vendor invoices with batch, free quantity and scheme entry. Net effective rate, debit notes, vendor aging and product-wise rate history.
Desktop
04
Counter sales & billing
Barcode billing over USB or Bluetooth, mixed Cash/UPI/Cheque/Credit payment, automatic scheme and GST split, credit block or warn, audited rate overrides.
Desktop
05
Field Sales App
Route-wise retailer list, order history, outstanding at a glance, scheme banners, quick steppers, signature on order, GPS check-in and check-out.
MobileOffline
06
Delivery App
Invoices assigned from the office, GPS-ordered route, OTP confirmation, dynamic UPI QR per invoice, partial delivery with shortage note, photo proof.
Mobile
07
WhatsApp automation
Retailer commands for orders, ledgers, schemes and statements, plus system messages for invoices, delivery, payments, reminders and monthly statements.
WhatsApp
08
Accounting & ledgers
Cash and bank books, retailer and vendor ledgers, PDC tracker, four-bucket credit aging and collection vs sales reconciliation. No separate accounting software needed.
Desktop
09
Compliance & analytics
GSTR-1, GSTR-3B, E-Invoice and E-Way Bill, the owner KPI dashboard, top products and retailers, margin after schemes, and a full audit trail.
Desktop
Owner insights
Know the business before the first call.
The owner dashboard turns every order, receipt and visit into a handful of numbers. Below is the demo company, Shree Sai Distributors of Pune, on 29 September.
Sales vs target · last 12 months
₹ lakh per month against a ₹150 L monthly target
Where orders come from · 30 days
1,912 orders across four channels
1,912orders
WhatsApp28715%
Retailer App1729%
Salesman84144%
Counter61232%
Retailer App active: 19 of 80 retailers, up 6 this month.
Outstanding aging
₹35.1 L owed by retailers
0–30 days
₹21.4 L
30–60 days
₹8.9 L
60–90 days
₹3.2 L
90+ days Risk
₹1.6 L
Salesman achievement
September orders vs target · line marks 100%
Rohit · Hadapsar
112%
Imran · Kothrud
104%
Sagar · Kharadi
98%
Nitin · Wakad
62%
Needs attention today
3Orders on credit holdHold
15Batches expire in under 30 daysExpiry
8SKUs below reorder levelStock
2Post-dated cheques due this weekPDC
Figures are sample data from the RetailSutra demo company. Product names are used as sample data only.
Inventory intelligence
Expiry never catches you off guard.
Know what sits in the godown by SKU, batch and expiry date. Alerts reach the godown manager and the sales team while there is still time to sell.
Batch number and expiry captured at every purchase inward
Stock issued oldest-first, with FEFO picking built in
Near-expiry SKUs flagged into beat plans for clearance
Units shown as box, strip and piece together, e.g. 3 CS + 6 PCS
Godown-to-godown transfers and van loading with audit trail
Damaged-stock register with photo, write-off and vendor claim
Expired3₹8,420 at cost
< 30 days15₹1.12 L at cost
30–60 days20₹2.40 L at cost
60–90 days21₹3.05 L at cost
Batch trace · AT-0927 Amul Taaza 1L
Expires in 14 d
Received · 14 Sep30 CSPUR-0381
Sold21 CSto 11 retailers
In stock9 CSMain godown
70% sold30% left to clear
One click notifies all 11 retailers who received this batch. A recall that used to take days of physical counting takes seconds.
WhatsApp automation
Orders by text. No app needed.
Retailers already use WhatsApp all day. They save the distributor's business number and everything works from there, with no download and no training.
10:41▮▮▮
SS
Shree Sai DistributorsBusiness account
✅ Order ORD-4821 confirmed (placed from app)
Total ₹4,147 · Delivery today10:11
INV-04821.pdf 1 page · 48 kB
🚚 Delivery code for Suresh: 482110:27
khata10:41 ✓✓
Ledger-Sep-2026.pdf Closing ₹14,547 Dr
Outstanding ₹14,547 · next due 15 Oct
Pay now
10:41
What retailers send, and what comes back
ORDER
Category menu, item selection and order confirmation with delivery date
LEDGER
30-day statement PDF, current outstanding and last payment date
SCHEME
Active schemes for the retailer's tier and route
OUTSTANDING
Amount due, due date and overdue breakup by bucket
STATEMENT
Full account statement PDF for any period
CATALOGUE
Product catalogue PDF with current rates and MRPs
khata
Hindi alias for the ledger. Typed shorthand like "1 3, 2 2" also works.
Messages the system sends on its own
InstantlyOrder confirmed, payment received
On postingInvoice PDF with amount due
Due − 3 dPayment due reminder
+1 · 3 · 7 dEscalating overdue alerts
1st of monthMonthly statement
Max 2 / weekNew schemes, opted-in retailers only
Each retailer chooses WhatsApp, App or both. If an app notification goes unread, critical messages fall back to WhatsApp.
Finance & compliance
Credit under control. Books always GST-ready.
Double-entry accounting built for Indian distributors, from daily cash entries to GSTR-1 filing. Rupees always appear in Indian grouping, right-aligned, exactly as the server calculated them.
Every bill checks credit first
Limit and credit days are set per retailer. Billing reacts in real time.
Credit OK
Within limit and nothing overdue. Billing goes ahead.
Near limit
The counter sees a warning and the available credit.
Credit hold
Outstanding ₹58,200 + this bill ₹8,640 exceeds the ₹50,000 limit. The bill is blocked.
Override
Only an Owner or Sales Manager can approve, with a password and a reason, recorded in the audit log.
Receipts settle the oldest invoices first
₹14,547 received by UPI from Sai Kirana Stores, allocated automatically
Invoice
Date
Due ₹
Allocated ₹
INV/04702
02 Sep
4,210.00
4,210.00
INV/04755
15 Sep
6,190.00
6,190.00
INV/04821
29 Sep
4,147.00
4,147.00
Unallocated
0.00
Receipt reaches the retailer on the app and WhatsApp
Post-dated cheques tracked with due-date alerts
Aging in 0–30, 30–60, 60–90 and 90+ day buckets
GSTR-1
B2B, B2C, CDNR and HSN summary in government format, with pre-filing checks for bad GSTINs and missing HSN codes.
GSTR-3B
Monthly tax payable with input tax credit calculated across all purchases.
E-Invoice (IRN)
IRN and QR via the NIC API for businesses above ₹5 Cr turnover.
E-Way Bill
Generated for goods movement above ₹50,000, with cancel and extend.
Tally XML export
Ledgers and vouchers to Tally Prime with account mapping, so final books can stay in Tally.
Audit trail
Every entry, edit and deletion logged with user, time and before/after values.
Encryption
AES-256 at rest, TLS 1.3 in transit, and device-bound mobile apps with remote wipe.
DPDP Act 2023
Consent management and data kept in the AWS India region, with daily backups.
Role-based access
Every role gets the right view.
Six roles, each with its own menu and screens, from the owner's P&L to the delivery boy's OTP screen.
Owner / Partner
Full access: KPI dashboard, financial reports, credit approvals, P&L and multi-branch view.
Desktop
Accountant
GST entries, ledgers, cash and bank books, PDC tracking and Tally export. No sales or field access.
Desktop
Sales Manager
Salesman targets, beat planning, route optimisation and team performance reports.
Desktop
Salesman
Route-wise order taking, retailer visits, scheme display, GPS check-in and collections.
Field App
Godown Manager
Stock, purchase entry, batch and expiry tracking, and dispatch authorisation.
Desktop
Delivery Staff
Assigned invoices, OTP delivery confirmation, payment collection and returns.
Field App
Design principles
Built for the Indian godown, not a Silicon Valley warehouse.
Mixed SKUs, van loading, beat routes, cash collections and retailers who live on WhatsApp. The interface is designed around those habits.
Fast as Tally on the desktop
Every common action has a key, so the counter never reaches for the mouse.
F2 SaveF3 RetailerF4 ProductCtrl+K SearchEsc Close
Money is never ambiguous
Indian digit grouping, tabular figures and pack-aware quantities on every screen and print.
₹1,23,456.003 CS + 6 PCS
Works where the signal doesn't
Field apps queue orders and receipts offline and sync on reconnect. The sync state is always visible.
Offline · 3 orders will sync when you're back online
Thumb-first on the phone
44 px tap targets, a pinned 48 px main action, steppers instead of typing, and numeric keyboards for amounts and OTPs.
−6+CASEPCS
Status reads without colour
Credit, order and stock states always pair a word with the colour, for greyscale prints and colour-blind users.
Credit OKNear limitOverdueOut for delivery
Free goods stand apart
Scheme freebies always carry a dashed FREE pill on screens, invoices and the retailer's cart.
★ Scheme+1 FREEBuy 5 get 1 free
Industry solutions
Which one describes your business?
RetailSutra was built for distribution from the start, not adapted from a generic billing tool. Pick a segment to see what changes.
Tame the complexity of FMCG distribution
Hundreds of SKUs, dozens of schemes, field salesmen you can't see, and retailers calling at midnight for orders.
Without RetailSutra
Orders taken on paper or WhatsApp get lost
Schemes applied inconsistently or not at all
No idea of godown stock until a physical count
Retailers call and visit just to check their balance
GST reports compiled by hand at month-end
No view of which routes or salesmen perform
With RetailSutra
Every order captured in the app, GPS-tagged
Schemes auto-applied from one scheme master
Live stock ledger on every sale, purchase and return
Retailers send OUTSTANDING on WhatsApp
GSTR-1 and GSTR-3B generated automatically
Route and salesman performance every morning
Never let expiry catch you off guard
Expiry dates, batch recalls and near-expiry stock that turns into a liability. Every batch is tracked from purchase to delivery.
Without RetailSutra
Expiry tracked on spreadsheets, or not at all
Near-expiry stock sits until it's too late
Batch recalls need days of physical counting
Damaged stock written off with no record
No record of which batch went to which shop
With RetailSutra
Every inward linked to batch and expiry
Alerts at 30, 60 and 90 days per SKU per batch
Near-expiry stock pushed to beat plans for clearance
Batch-to-retailer trace in under 30 seconds
Damaged-stock register with photo evidence
Fast counter billing, tight credit control
Walk-in customers, phone orders and a wide portfolio, with outstanding credit spread across hundreds of shops.
Without RetailSutra
Slow billing with manual rate and scheme lookups
Credit limits given informally, rarely enforced
Overdue payments chased with repeated calls
No single view of who owes what
Inconsistent GST invoice formats
With RetailSutra
Barcode billing: a full invoice in under 60 seconds
Credit enforced at billing: block or warn
WhatsApp reminders 3 days before due and when overdue
Aging dashboard across four buckets
Correct IGST / CGST / SGST split every time
One platform for multiple principals
Separate targets, schemes, salesman assignments and reports for each company you represent, under one roof.
Without RetailSutra
Each principal kept in separate spreadsheets
Scheme rules differ by company and get mixed up
Principal-wise monthly reports take days
Targets per principal tracked informally
No combined view of total business health
With RetailSutra
Products tagged by brand and principal
Schemes configured per brand, auto-applied
One-click principal-wise sales, purchase and margin
Monthly targets per principal with achievement
Consolidated dashboard with brand drill-down
40%more orders per salesman route with the offline app and beat planning
< 30 sto trace a batch to every retailer who received it
100%GST-ready invoices, with the tax split decided by buyer state
Getting started
From decision to live in the first week.
Masters import, team onboarding and the first invoice, all inside week one.
1Day 1–2
Import your masters
Bulk import of products, retailers and opening balances from your existing files.
2Within hours
Set up the team
Users and roles created, salesman and delivery apps configured on their phones.
3Within days
Connect WhatsApp
WhatsApp Business API provisioned through a verified provider. Tally, E-Invoice and E-Way Bill links are pre-built.
4Week one
First live invoice
Orders flow from every channel and the owner dashboard starts filling up.
AES-256Encryption at rest
TLS 1.3Encryption in transit
AWS IndiaData stays in the country
DPDP 2023Privacy law compliant
90 daysDaily backup retention
Ready to digitise your distribution?
See RetailSutra running on your own products, routes and retailers. Talk to the team that built it.