XERPIUM DISTRIBUTION

Summary

Enterprise-Grade Distribution Ecosystem

XERPIUM DISTRIBUTION is a distribution module ecosystem built on XERPIUM 18 — covering Zone Management, Principal & Discount, Route & Manifest, Inventory Transfer, Seasonal Forecast, Site Visit, Sales Target, and Approval Workflow.

🌎

ZONE

Area & Territory

🏢

PRINCIPAL

Principal & Discounts

🚚

ROUTE

Delivery Route

📦

STOCK

Inventory Transfer

📈

FORECAST

Seasonal Forecast

📍

VISIT

Site Visit Plan

🎯

TARGET

Sales Target

✅

APPROVAL

Approval Workflow

Demo

Demo Video XERPIUM Distribution

dist_zone

Distribution Area Master Data

🌎

Region (dist.region)

Regional Grouping — Large regions: Sumatra, Java, Kalimantan, etc.
Hierarchy — Region → Area → Zone
Code — Unique region code
Area Count — Automatically count number of areas

📌

Area (dist.area)

Sub-Region — Mid-level regional division
Region Link — Linked to region via Many2one
Zone Count — Number of zones in area
Active Status — Active/inactive

🏛

Zone (dist.zone)

Basic Unit — Smallest area in the distribution hierarchy
Customer Link — One2many ke res.partner (customer)
Customer Count — Automatically count number of customers
Area Link — Linked to area (with store=True region)
Notes — Special notes per zone

👥

Salesman Territory (dist.salesman.territory)

Assignment — Salesmen assigned to specific zones
Date Range — Assignment period (start/end date)
Unique Constraint — 1 salesman per zone (UNIQUE)
Related Fields — area_id & region_id from zone

Region, Area, Zone, Salesman Territory — Tree & Form View

Core Workflow

Integrated Distribution Flow

Principal

→

Sales Target

→

Delivery Route

→

DO & Manifest

→

Visit & Collect

→

Settlement

🏢 Principal & Discount (dist.principal)

Principal Management — Principal/supplier data for distributed goods
Discount Scheme — Mandatory discount scheme from principal to customer
SO Integration — Automatic discount applied on the sale order
PO Integration — Purchase order ke principal
Product Link — Product template related to principal

🚚 Delivery Route & Manifest (dist.delivery)

Route Management — Daily delivery route
Delivery Order — DO from stock picking with sequence
Daily Manifest — Collection of DOs per route/day
POD — Proof of Delivery digital
Fleet Integration — Vehicles & drivers via fleet module
Wizard — Create delivery from sale order wizard

📦 Inventory Transfer (dist.inventory)

Internal Transfer — Between warehouses with dual approval
Barcode Scan — Scan locations & items via barcodes module
Location Label — Print barcode labels per location
Dynamic Stage — Configurable workflow via xerpium_dynamic_stage_stock

📈 Seasonal Forecast (dist.forecast)

Season Categories — Ramadan, Eid, Rainy Season, Back to School, etc.
Stock Forecast — Stock demand prediction based on season
Auto Cron — Automatic forecast computation via cron
Wizard — Generate forecast from historical data
Inventory Integration — Purchase recommendations from forecast

Delivery Order, Daily Manifest, Route Map, Barcode Scan — Distribution Workflow

Field Operations

Field Visits & Sales Targets

📍 Visit Plan (dist.visit.plan)

Plan Schedule — Daily salesman visit plan
Visit Types — Sales call, canvassing, collection, survey
Route Optimization — Visit order based on zone
Status Tracking — Planned → Done → Cancelled

📝 Visit Log (dist.visit.log)

On-Site Report — Real-time visit result notes
Photo Evidence — Store display & condition documentation
Order Capture — Record orders directly from the field
Geo Tagging — Visit location via coordinates

💰 Collection Payment (dist.collection.payment)

On-Site Collection — Collect payment directly at the store
Payment Methods — Cash, Transfer, QRIS
Invoice Link — Linked to account.move (receivables)
Real-time Settlement — Update payment status instantly

🎯 Sales Target (dist.sales.target)

Monthly Target — Monthly sales target per salesman
Principal Target — Breakdown target per principal
Actual vs Target — Achievement percentage tracking
Report Integration — Report via report_id_distribution
Dashboard View — Visual sales performance vs target

Visit Plan, Collection Payment, Sales Target vs Actual — Field Operations

Approval Workflow

Distribution Dynamic Stage Approval

dist_approval provides approval workflow for distribution SOs and POs with auto-approve, credit check, and discount check.

Approval Pipeline

Draft

→

Credit Check

→

Discount Check

→

Auto Approve

/

Manual Review

→

Approved

Sales Order Approval

Auto-Approve — SOs below the limit are auto-approved
Credit Check — Check customer receivable limit
Discount Validation — Discounts beyond the limit need approval
Stage Config — Custom stage per company via dynamic_stage_sale

Purchase Order Approval

Budget Check — Purchase budget validation
Principal Limit — Purchase limit per principal
Multi-Level — Supervisor → Manager → Director
Stage Config — Custom stage via dynamic_stage_purchase

Analytics

Distribution Dashboard — Dashboard Studio

vit_dashboard_distribution for distribution KPIs. 19 chart types, dual data source (ORM + SQL), AI auto-generate.

19

Chart Types

1

Dist. Dashboard

AI

Auto-Generate

Distribution KPI Template

Widget	Metrik	Source
Sales by Zone	sale.order amount by dist.zone	ORM
Target vs Actual	dist.sales.target achievement	ORM
Delivery Performance	DO on-time vs late	ORM
Principal Sales	sales by principal	ORM
Inventory Aging	stock aging by warehouse	ORM/SQL
Visit Compliance	planned vs actual visits	ORM

AI Dashboard Features

Auto-Generate — Natural language → dashboard via DeepSeek
NL → SQL — Natural language → SQL query real-time
Chart Insight — AI analysis of trends, peaks, anomalies
Copilot Chat — SSE-streamed chat with dashboard context

Chart Types

tile line bar bar_h area pie doughnut scatter radar funnel gauge bullet map list todo stacked_bar stacked_area waterfall bubble

vit_dashboard_distribution — Sales KPIs, Target Achievement, Delivery Performance, Inventory

Distribution Accounting

Distribution Accounting Journals

Journal flow from principal purchase to customer sale — fully integrated with account.move.

Distribution Journal Flow

Step 1

Purchase

Goods purchase from principal:

                DR Inventory    Rp XXX,XXX

                CR Principal Payable    Rp XXX,XXX

📦

Step 2

Sales

Sale to customer:

                DR Receivables    Rp XXX,XXX

                CR Revenue    Rp XXX,XXX

💰

Step 3

COGS

When the delivery order is validated:

                DR COGS    Rp XXX,XXX

                CR Inventory    Rp XXX,XXX

🚚

Key Distribution Accounts

Account	Tipe	Function
Inventory	Asset	Merchandise in warehouse
Receivables	Asset	Billing to store/customer
Principal Payable	Liability	Payable to principal/supplier
Revenue	Income	Distribution sales revenue
COGS	Expense	Cost of goods sold

Distribution Accounting Features

Principal Discount — Automatic discount from principal scheme
Multi-Warehouse — Stock valuation per branch/warehouse
Collection Payment — Payment recording from the field
Consignment — Consignment goods tracking
Commission — Salesman commission from sales

Ecosystem

Cross-Module Integration

Distribution fully integrated with the entire XERPIUM ecosystem.

💳

Distribution ↔ Sales

SO auto-apply principal discount
Sales target per salesman
Approval workflow for SO

📦

Distribution ↔ Inventory

Stock transfer between warehouses
Barcode scan of locations & items
Stock forecast based on season

🚚

Distribution ↔ Fleet

Route & manifest delivery
Vehicle & driver assignment
POD digital & photo evidence

💰

Distribution ↔ Accounting

Auto journal from SO/PO
Collection payment from field
Commission calculation

📈

Distribution ↔ Dashboard

vit_dashboard_distribution KPI
Sales target achievement
Delivery performance metrics

⚙

Distribution ↔ Dynamic Stage

Configurable SO/PO workflow
Auto-approve, credit check
RBAC stage access

📍

Distribution ↔ Field Visit

Visit plan & log integration
On-site order capture
Field payment collection

⚡

Distribution ↔ AI Assistant

"This month's sales target for salesman X"
"Create a delivery order from SO/001"
"Show the Ramadan stock forecast"
"Actual visits vs plan this week"

Comparison

Why XERPIUM Distribution?

Aspect	Manual System / Legacy	XERPIUM Distribution
Region	Separate spreadsheet	✓ Region-Area-Zone integrated
Principal Discounts	✗ Manual calculation	✓ Auto-apply di SO/PO
Delivery Route	✗ Unstructured	✓ Route + Manifest + POD digital
Inventory Transfer	✗ Manual	✓ Barcode scan + dual approval
Stock Forecast	✗ None	✓ Seasonal forecast auto-cron
Visit Plan	✗ Manual scheduling	✓ Integrated Plan + Log + Collection
Sales Target	Spreadsheet	✓ Per salesman + principal tracking
Approval Workflow	✗ Manual signatures	✓ Dynamic stage, auto-approve
Dashboard	✗ None	✓ 19 chart types, AI-powered
AI Assistant	✗ Not available	✓ 100+ tools, 11 languages
Multi Company	✗ Not available	✓ Multi-branch distribution
Report	Manual Excel	✓ Turbo Report distribution

Portfolio

XERPIUM Industry Portfolio

Industry	Module	Dashboard	Report
Inventory & WMS	275+	✓	✓
Manufacturing	230+	✓	✓
Purchase	105	✓	✓
HR & Payroll	29	✓	✓
Aerospace	10	✓	✓
Accounting	9	✓	✓
University	9	✓	✓
Distribution	8	✓	✓
Koperasi	8	✓	✓
Retail & POS	7+	✓	✓
Gold Mining & Refinery	7	✓	✓
Aviation	6	✓	✓
Coal Mining	6	✓	✓
Hospital & Pharmacy	6	✓	✓
Hajj & Umrah Travel	6	✓	✓
Logistics	5	✓	✓
Hotel & Property	5	✓	✓
Beauty Clinic	5	✓	✓
Rental	4	✓	✓
Livestock	4	✓	✓
Fishery	4	✓	✓
Software House	4	✓	✓
Event Organizer	4	✓	✓
Satellite City	2	✓	✓
Education Foundation	2	✓	✓
Food & Beverage	1	✓	✓
Civil Construction	1	✓	✓
Garment	1	✓	✓
Agriculture	1	✓	✓
Theme Park	1	✓	✓
Data Center / IT	1	✓	✓
Palm Oil	1	✓	✓
Feedmill	1	✓	✓
Building Management	1	✓	✓
Auditor	1	✓	✓

XERPIUMDISTRIBUTION

Enterprise-Grade Distribution Ecosystem

Demo Video XERPIUM Distribution

Distribution Area Master Data

Region (dist.region)

Area (dist.area)

Zone (dist.zone)

Salesman Territory (dist.salesman.territory)

Integrated Distribution Flow

🏢 Principal & Discount (dist.principal)

🚚 Delivery Route & Manifest (dist.delivery)

📦 Inventory Transfer (dist.inventory)

📈 Seasonal Forecast (dist.forecast)

Field Visits & Sales Targets

📍 Visit Plan (dist.visit.plan)

📝 Visit Log (dist.visit.log)

💰 Collection Payment (dist.collection.payment)

🎯 Sales Target (dist.sales.target)

Distribution Dynamic Stage Approval

Approval Pipeline

Sales Order Approval

Purchase Order Approval

Distribution Dashboard — Dashboard Studio

Distribution KPI Template

AI Dashboard Features

Chart Types

Distribution Accounting Journals

Distribution Journal Flow

Key Distribution Accounts

Distribution Accounting Features

Cross-Module Integration

Distribution ↔ Sales

Distribution ↔ Inventory

Distribution ↔ Fleet

Distribution ↔ Accounting

Distribution ↔ Dashboard

Distribution ↔ Dynamic Stage

Distribution ↔ Field Visit

Distribution ↔ AI Assistant

Why XERPIUM Distribution?

XERPIUM Industry Portfolio