Distribution & field sales

Keep the sale, the collection and the visit connected.

For wholesalers whose work continues beyond the office. Bring agreed payment schedules, collection responsibility and recorded field activity into the same Odoo operation.

Discuss your distribution workflow

Fictional demo data. Completed visits alongside planned, active and late work.View screenshot

For agricultural suppliers, fertilizer and pesticide distributors, medical wholesalers and other businesses with field sales and collections.

From the sale to the follow-up.

Agree the sale and installment dates. Plan and record customer visits. Follow outstanding installments and unapplied receipts. Keep required documents and approval decisions with the work they support.

Standard Odoo, with focused Unisolva extensions.

Sales, Purchase, Inventory and Accounting provide the operational foundation. Unisolva adds the agreed payment schedule, field-visit records, document follow-up and configured approval workflows. Representatives’ expenses use standard Odoo Expenses.

Four modules. One distribution workflow.

Read the whole solution here, then explore the module that matters to your team.

Installments & Collections

Agree amounts and dates at the sale, then review customer installments by the responsible Sales Rep. Keep unapplied receipts visible until an accountant confirms their allocation.

Fictional demo data. Overdue EGP installments by Sales Rep and customer.View screenshot

Visits

See planned, active, late and completed visits as different states. Representatives record what happened; managers review the report and verify completed work.

Dossiers

Import paperwork and supplier onboarding can involve several people. Keep requirements, responsible owners and document progress together so follow-up has a clear starting point.

Approval Workflow

A quotation can need a manager’s decision on payment timing before confirmation. The approval request keeps the reviewer, information exchange and outcome visible.

Start with the way your team works.

Discuss your sales cycle, collection follow-up and field activity. We’ll agree which standard Odoo tools and extensions fit.

Discuss your distribution workflow