Fidar Sales & Distribution turns a won CRM deal into a quotation, order, delivery and invoice — with price lists and tiered discounts, customer credit control and field-sales routes for distributors. The module is on the roadmap; this page describes its design.
On the roadmap · today’s CRM customers and deals connect without migration
This module is in development. What you read on this page is our design and plan for this module, not something you can use today. We publish its schedule and status on the roadmap.
Problem and solution
For sales and distribution companies, the biggest profit leak sits between negotiation and invoice: untracked discounts, outdated prices, orders for out-of-stock items and receivables beyond the customer’s credit limit.
Every rep uses their own price file and gives whatever discount they see fit.
Central price lists per customer group and tiered discount rules; discounts above the limit go to a manager for approval.
The order is booked and only later does the warehouse say the item is out.
In Fidar’s design, confirming an order reserves stock, and shortages generate purchase or manufacturing proposals.
You keep selling to a customer with several bounced cheques.
Each customer’s credit limit is checked against balance and outstanding cheques; orders above it are held and escalated.
Daily routes live in the rep’s head and orders arrive on paper or by SMS.
Route planning, on-site ordering from a mobile browser and coverage reports per territory.
Capabilities
Software only enforces the policy you define. Before rollout, write customer groups, the price list for each and the discount limit per role on one page and get management sign-off.
Distributors should design rep routes by territory and weekday, then check against last year’s sales data how many active customers each route covers.
Set each customer’s credit limit from payment history, not purchase volume. After three months, the receivables ageing report shows which limits need adjusting.
Document chain
Each document is created from the previous one, and from an invoice you can walk back to the original CRM deal.
In CRM, with customer and negotiated items.
Versioned, with controlled prices and discounts.
Stock reservation and credit check.
Journal entry and electronic invoice.
Integration
Sales in Fidar starts from the same CRM contacts and deals and works with inventory and accounting in one transaction — reservation, delivery and the financial entry are all automatic.
Reports
The reports a sales manager stitches together from spreadsheets every week — live.
Access
Prices and discounts are controlled by specific roles, and margins stay hidden from reps.
Security and user accessBuilt for
Field reps, routes, on-site orders and retailer credit control.
Dealer price lists, tiered discounts and a link to production planning.
Foreign-currency sales, credit control and partial deliveries.
Leave your email and be first to try the beta of this module. If you have specific requirements, add them to the message so we can design for them.
CRM covers pre-sale: leads, deals and negotiation. Sales covers everything from the quotation on: order, delivery and invoice. In Fidar they share one dataset and a won deal becomes a quotation directly. See also CRM for small businesses.
Sales & price lists is the first commercial module after the base edition on the roadmap; official invoicing and its journal entries are completed when Accounting ships. Use “Notify me” to hear when it’s ready.
Yes. Multiple price lists per customer group and tiered discount rules are part of this module’s design.
Yes. Fidar’s core is multi-currency and each document keeps the foreign amount, rate and base-currency value.
Fidar is web-based and responsive, and on-site ordering is designed to run in a mobile browser.
With CRM. Customers, deals and activities can be recorded today, and once Sales is active, won deals turn straight into quotations.
Pipeline, leads and deals, kanban stages and revenue forecast.
Multi-warehouse, lots and serials, cycle counts and putaway.
Standard chart of accounts, automatic journals and bank reconciliation.
One shared list of people and companies for every module.
When Sales & Distribution ships, the same deals turn into quotations and orders with no data migration.