FMCG and Consumer Goods · Technology
B2B ordering portal for FMCG dealers, built on ShopenUp
A B2B ordering and dealer portal for an FMCG distributor, so retailers and sub dealers place orders, see their credit and track dispatch without phoning the sales team. Built on ShopenUp with dealer specific price lists, schemes, GST invoices and a Tally sync.
- Client
- A regional FMCG distributor in Gujarat supplying packaged foods and home care brands to retailers and sub dealers
- Region
- India
- Sponsor
- Managing director and head of sales
- Duration
- 12 weeks to first release, then a quarterly improvement plan
Engagement model
O2E: Output Oriented Engagement
The output was fixed up front as a working dealer portal with ordering, schemes and Tally sync, priced against that scope and paid on acceptance.
How O2E worksThe team
- Solution strategist1
- Full stack engineer2
- Mobile engineer1
- QA engineer (shared)1
The challenge
Where things stood
- Orders arrived by phone, WhatsApp messages and handwritten slips collected by salesmen, then were typed into Tally by two billing clerks at the end of each day.
- Each dealer had a different price list and scheme eligibility, which lived in spreadsheets and in the heads of the area sales managers.
- Dealers could not see their outstanding balance or credit limit, so the accounts team spent hours on calls confirming dues before releasing stock.
- Out of stock items were only discovered after an order was taken, which led to part dispatches and disputes at delivery.
The approach
How we ran it
Weeks 1 to 2
Discovery and price rules
Sat with the billing clerks and two area managers to map every price list, scheme type and credit rule. Agreed which rules the portal would enforce and which stay with a manager approval.
Weeks 3 to 6
ShopenUp configuration
Set up the B2B catalogue on ShopenUp with dealer tiers, case and piece units, minimum order quantities and scheme logic. Added a credit check at checkout that reads the live ledger balance.
Weeks 7 to 9
Tally and payments
Built a two way sync with Tally for items, stock, ledgers and invoices, so the accounts team keeps working in Tally. Added Razorpay for advance and outstanding payments, with UPI as the default.
Weeks 10 to 12
Dealer app and rollout
Released a Gujarati and English dealer app, trained salesmen to place assisted orders on behalf of smaller shops, and onboarded dealers route by route.
What it looks like
Representative screens
Drawn to show the kind of system we delivered. Client screens and data stay private.
Dealer account: D-104
- GSTIN
- 24AAKFS4821M1Z3
- Price tier
- Distributor B
- Credit limit
- INR 2,50,000
- Outstanding
- INR 2,18,400
- Active scheme
- Buy 10 cases detergent, 1 free
- Area manager
- Hitesh Prajapati
- Order placed in app
- Credit check: over limit by INR 16,720
- Approval requested from accounts
- Released for packing
- Invoice synced to Tally
What we delivered
Modules and features
- Dealer web portal and Android app with Gujarati and English interfaces
- Dealer specific price lists, slab schemes and free goods rules
- Credit limit check at checkout against the live Tally ledger
- Assisted ordering mode for salesmen visiting smaller retailers
- Two way Tally sync for items, stock, ledgers and GST invoices
- WhatsApp order confirmations and dispatch updates
- Razorpay payment collection against outstanding invoices
What changed
Outcomes
- Orders arrive in a structured form with the right price and scheme applied, with no retyping from WhatsApp and slips
- Dealers check their own balance and pay online, so fewer calls reach the accounts team
- Stock shown on the portal comes from Tally, so dealers see shortages before they order
- Billing clerks moved from data entry to checking exceptions and scheme claims
Looking back
Starting from ShopenUp gave us carts and catalogues on day one, so the team spent its weeks on the hard part, the price and scheme rules. What we would change is the Tally sync timing: we began with a sync every fifteen minutes and dealers occasionally saw stock that had already been sold. Moving stock reads to near real time with a short cache should have been the first design. We would also bring the salesmen in earlier; their assisted ordering mode turned out to be how most small shops placed orders in the first two months.
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