Upotto ERP
Wholesale & dealer-channel distribution
Run your distribution business end-to-end — office on web, reps on the road.
One live system for dealer networks and field sales representatives — credit, stock, orders, collections, and commissions stay in sync.
01 — Who it’s for
Office teams on web. Reps in the field. One live system.
Built for wholesale and channel distributors who sell through dealer networks and field sales representatives — FMCG, pharma, electronics, building materials, agri, and more.
Admin / Owner
Web
Full control — roles, settings, and oversight across the business.
Sales Manager
Web
Orders, invoices, deliveries, returns, dealer AR, and approvals.
Purchase Manager
Web
Suppliers, purchase orders, GRN, and purchase returns.
Warehouse Manager
Web
Stock, transfers, adjustments, damage disposal, and dispatch.
Accountant
Web
Ledgers, journals, cash/bank, day close, expenses, collection approval.
Production Manager
Web
BOM, production orders, and overhead — inventory in and out automatically.
Sales Representative
Mobile
Own dealer book — create sales, collect payment, credit KPIs, notifications.
Manager / Approver
Web
Multi-document approvals inbox spanning the full operation.
Custom roles and fine-grained permissions are supported.
02 — One live system
Supply and demand on the same books — field synced with HQ.
Purchase, production, and inventory feed stock. Sales, delivery, collections, and commissions clear the channel. Office on web, reps on mobile — nothing re-entered.
Supply
Bring stock in
Purchase
PO → GRN → returns — suppliers and landed cost on the books
Production
BOM and production orders — consume raw, output finished goods
Inventory
Stock at warehouse × SKU — transfers, adjustments, damage
Demand
Sell, deliver, collect, earn
Sales Order
Credit-checked against the dealer; reps submit from the field
Delivery
Dispatch to completion — stock out at warehouse × SKU
Invoice
Status and overdue tracking tied to dealer AR
Collection
Reps create; office approves, clears, or reverses
Commission
Dealer and rep incentives accrued from real activity
03 — Web ERP
The full platform for office teams.
Master data, purchasing, inventory, sales, production, accounting, commissions, and reports — available now on the web ERP.
01
Dealers & credit
- Full dealer CRM — territory, nominee, bank & security cheque, licenses
- Credit limit, credit days, and revision history
- Sales-rep book linkage with credit KPI (used / available / overdue)
- Multi-stage onboarding and dealer performance hub
02
Sales order-to-cash
- Sales orders with credit-limit checks and ownership scoping
- Invoices with overdue tracking
- Deliveries from SO → dispatch → complete (stock out)
- Sales returns with approve / reject control
03
Inventory & warehouse
- Stock always at warehouse × SKU — never product-only balances
- Transfers: create → approve → ship → receive
- Adjustments and damaged-stock write-off paths
- Full inventory transaction audit trail
04
Purchase
- Purchase orders with multi-step approval
- GRN against PO — short / damage handling, inventory updates
- Purchase returns with financial impact
- Supplier master, opening balances, and payables
05
Production
- Bill of Materials with approve / reject
- Production orders: create → approve → start → complete
- Overhead charges
- Automatic raw consumption and finished-goods output
06
Accounting & collections
- Chart of accounts, journals, and opening balances
- Dealer ledger — statement, AR summary, aging
- Dealer collections: create → approve → clear / bounce / reverse
- Cash day close with denomination counting and audit unlock
07
Commissions
- Dealer channel incentives — eligibility, settlement, payouts
- Sales-rep commission profiles and ledger
- Settlement runs with accrue / confirm / approve control
- Scheduled jobs for drafts and eligibility
08
Dashboards, approvals & reports
- Executive KPIs — sales trends, top dealers, inventory & financial summaries
- Configurable multi-step approvals across purchase, sales, production, collections
- Exportable reports: sales, stock, AR aging, P&L, balance sheet, and more
- Real-time in-app notifications; optional mobile push via FCM
Master Data Foundation
Companies, brands, category → product → variety → SKU. Regions and territories for your network. Price and stock tracked at SKU × warehouse — defined once, consistent everywhere.
04 — Sales Representative app
A field app — not a full ERP on the phone.
Same live backend as the web system. Reps work their dealer book; office staff approve, clear stock, and run accounting on web.
Office does approve / reject / clear / bounce, inventory admin, and commission settlement on web — not on the phone.
01
Home dashboard
Month sales, receivables, overdue dealers, recent collections, and quick actions — New Sale and New Collection.
02
Create Sale
Pick an assigned dealer, optional credit check, warehouse, SKU lines — create and submit to the office. Pricing is server-controlled.
03
Create Collection
Cash, bank transfer, cheque, mobile banking, or online — with method-specific fields. Lands pending office approval.
04
Dealer credit KPI
Limit / used / available for the rep’s book. Status chips: OK · Due soon · Overdue. Tap-to-call when a number exists.
05
History & offline read
Sales and collection lists with detail views. SQLite read cache and offline banner — creates are blocked while offline.
06
Notifications & commission
In-app inbox with deep links and FCM registration. Own commission rate and ledger — settlements remain on web.
05 — Why Upotto
Dealers, credit, stock, orders, collections, and commissions — one Upotto ERP.
- 01
Dealer CRM + credit
Onboarding, territory, credit limits, and sales-rep book linkage — built for dealer-channel sales.
- 02
SKU × warehouse stock
Balances never get sloppy at product-only level. Transfers, adjustments, and damage stay audited.
- 03
Collections with approval
Reps capture payment in the field; office approves, clears, bounces, or reverses with thresholds.
- 04
Commissions from real activity
Dealer incentives and sales-rep ledgers settle from what actually posted — not spreadsheet guesses.
- 05
Office ↔ field, one system
Web ERP and the sales-rep app share the same live backend. No side ledgers to reconcile later.
06 — Roadmap
What’s next — clearly labeled, not claimed as live.
Thematic roadmap, not a release calendar. Every item below ships only when it is ready — and stays marked Coming soon until then.
Human Resources
Coming soonWeb ERP — beside distribution ops
- Employee directory, departments, designations, reporting managers
- Employment lifecycle — Active / Inactive / On leave / Terminated
- Attendance, leave policies, and approvals
- Shift / roster basics for warehouse and field teams
- Payroll foundations — structures, payslips, payout tracking
- Documents & compliance via document store
Field force next-gen
Coming soonSales Representative app — tasks, location, presence
- Manager task assignment with completion tracking on mobile
- Live and historical location / route tracking while on duty
- Visit check-in / check-out at dealer geofence or pin
- Real-time Active / Inactive / Offline presence
- Mobile dealer visit execution with outcomes
- Biometric session unlock and offline write queue
Available today: web ERP + sales-rep mobile (orders, collections, KPI, notifications). Not available today: HR / payroll, GPS tracking, or manager task assignment.
Product feedback
Distributors running live on Upotto ERP.
Office on web. Reps on the road. One set of books — told by the people using it.
“Dealer credit used to live in spreadsheets and arguments. Now reps see limit, overdue, and available before they promise a load — and collections finally stick.”
01 / 05
07 — Trust
Controls built for operators, not slideware.
Secure login, permission strings, account lockout, and request validation — so every module stays attributable.
Access
RBAC + tokens
Scope
Warehouse isolation
Retention
Soft-delete audit
Alerts
In-app + FCM
API
REST /api/v1
Product FAQ
Clear answers for buyers and search
- Who is Upotto ERP for?
- Wholesale and channel distributors who sell through dealer networks and field sales representatives — FMCG, pharma, electronics, building materials, agri, and similar B2B models.
- Is the mobile app a full ERP?
- No. It is a sales representative field app on the same live backend. Reps create sales and collections; office approval, inventory admin, and accounting stay on web.
- Who builds Upotto ERP?
- Upotto ERP is built by Upotto. For custom software hiring beyond this product, visit upotto.com.
08 — Talk to us
See Upotto ERP on your dealers, warehouses, and sales flow.
Tell us about your distribution business and we’ll walk through the web office and sales-rep app on your own data — not a generic demo.
- Response time
- Within one business day
- Based in
- Rajshahi, Bangladesh