XERPIUM DISTRIBUTION

Ringkasan

Ekosistem Distribusi Enterprise-Grade

XERPIUM DISTRIBUTION adalah ekosistem modul distribusi yang dibangun di atas XERPIUM 18 — mencakup Zone Management, Principal & Discount, Route & Manifest, Inventory Transfer, Seasonal Forecast, Site Visit, Sales Target, dan Approval Workflow.

🌎

ZONE

Area & Territory

🏢

PRINCIPAL

Principal & Diskon

🚚

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

Master Data Wilayah Distribusi

🌎

Region (dist.region)

Regional Grouping — Wilayah besar: Sumatera, Jawa, Kalimantan, dll
Hierarchy — Region → Area → Zone
Code — Kode region unik
Area Count — Hitung otomatis jumlah area

📌

Area (dist.area)

Sub-Region — Pembagian wilayah tingkat menengah
Region Link — Terkait ke region via Many2one
Zone Count — Jumlah zone dalam area
Active Status — Aktif/non-aktif

🏛

Zone (dist.zone)

Basic Unit — Wilayah terkecil dalam hierarki distribusi
Customer Link — One2many ke res.partner (customer)
Customer Count — Hitung otomatis jumlah customer
Area Link — Terkait ke area (with store=True region)
Notes — Catatan khusus per zone

👥

Salesman Territory (dist.salesman.territory)

Assignment — Salesman di-assign ke zone tertentu
Date Range — Periode penugasan (start/end date)
Unique Constraint — 1 salesman per zone (UNIQUE)
Related Fields — area_id & region_id dari zone

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

Core Workflow

Alur Distribusi Terintegrasi

Principal

→

Sales Target

→

Delivery Route

→

DO & Manifest

→

Visit & Collect

→

Settlement

🏢 Principal & Discount (dist.principal)

Principal Management — Data principal/supplier barang distribusi
Discount Scheme — Skema diskon wajib dari principal ke customer
SO Integration — Diskon otomatis teraplikasi di sale order
PO Integration — Purchase order ke principal
Product Link — Product template terkait principal

🚚 Delivery Route & Manifest (dist.delivery)

Route Management — Rute pengiriman harian
Delivery Order — DO dari stock picking dengan sequence
Daily Manifest — Kumpulan DO per rute/hari
POD — Proof of Delivery digital
Fleet Integration — Kendaraan & driver via fleet module
Wizard — Create delivery from sale order wizard

📦 Inventory Transfer (dist.inventory)

Internal Transfer — Antar gudang dengan approval ganda
Barcode Scan — Scan lokasi & barang via barcodes module
Location Label — Cetak barcode label per lokasi
Dynamic Stage — Configurable workflow via xerpium_dynamic_stage_stock

📈 Seasonal Forecast (dist.forecast)

Season Categories — Ramadan, Lebaran, Musim Hujan, Back to School, dll
Stock Forecast — Prediksi kebutuhan stok berdasarkan musim
Auto Cron — Forecast computation otomatis via cron
Wizard — Generate forecast dari data historis
Inventory Integration — Rekomendasi pembelian dari forecast

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

Field Operations

Kunjungan Lapangan & Target Sales

📍 Visit Plan (dist.visit.plan)

Plan Schedule — Rencana kunjungan salesman per hari
Visit Types — Sales call, canvassing, collection, survey
Route Optimization — Urutan kunjungan berdasarkan zona
Status Tracking — Planned → Done → Cancelled

📝 Visit Log (dist.visit.log)

On-Site Report — Catatan hasil kunjungan real-time
Photo Evidence — Dokumentasi display & kondisi toko
Order Capture — Catat pesanan langsung dari lapangan
Geo Tagging — Lokasi kunjungan via koordinat

💰 Collection Payment (dist.collection.payment)

On-Site Collection — Tagih pembayaran langsung di toko
Payment Methods — Cash, Transfer, QRIS
Invoice Link — Terkait ke account.move (piutang)
Real-time Settlement — Update status pembayaran langsung

🎯 Sales Target (dist.sales.target)

Monthly Target — Target penjualan per salesman per bulan
Principal Target — Breakdown target per principal
Realisasi vs Target — Tracking percentage pencapaian
Report Integration — Laporan via report_id_distribution
Dashboard View — Visual performance sales vs target

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

Approval Workflow

Dynamic Stage Approval Distribusi

dist_approval menyediakan approval workflow untuk SO dan PO distribusi dengan auto-approve, credit check, dan discount check.

Approval Pipeline

Draft

→

Credit Check

→

Discount Check

→

Auto Approve

/

Manual Review

→

Approved

Sales Order Approval

Auto-Approve — SO dengan nilai di bawah limit otomatis approve
Credit Check — Cek plafon piutang customer
Discount Validation — Diskon di luar batas perlu approval
Stage Config — Custom stage per company via dynamic_stage_sale

Purchase Order Approval

Budget Check — Validasi anggaran pembelian
Principal Limit — Batas pembelian per principal
Multi-Level — Supervisor → Manager → Director
Stage Config — Custom stage via dynamic_stage_purchase

Analytics

Dashboard Distribusi — Dashboard Studio

vit_dashboard_distribution untuk KPI distribusi. 19 jenis chart, dual data source (ORM + SQL), AI auto-generate.

19

Jenis Chart

1

Dist. Dashboard

AI

Auto-Generate

Distribution KPI Template

Widget	Metrik	Sumber
Sales by Zone	sale.order amount by dist.zone	ORM
Target vs Realisasi	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 analisis tren, peak, anomaly
Copilot Chat — SSE-streamed chat dengan konteks dashboard

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

Jurnal Akuntansi Distribusi

Alur jurnal dari pembelian principal hingga penjualan ke customer — terintegrasi penuh dengan account.move.

Alur Jurnal Distribusi

Step 1

Purchase

Pembelian barang dari principal:

                DR Inventory    Rp XXX,XXX

                CR Utang Principal    Rp XXX,XXX

📦

Step 2

Sales

Penjualan ke customer:

                DR Piutang    Rp XXX,XXX

                CR Pendapatan    Rp XXX,XXX

💰

Step 3

COGS

Saat delivery order divalidasi:

                DR COGS    Rp XXX,XXX

                CR Inventory    Rp XXX,XXX

🚚

Akun Penting Distribusi

Akun	Tipe	Fungsi
Inventory	Asset	Barang dagangan di gudang
Piutang	Asset	Tagihan ke toko/customer
Utang Principal	Liability	Hutang ke principal/supplier
Pendapatan	Income	Hasil penjualan distribusi
COGS	Expense	HPP barang terjual

Fitur Akuntansi Distribusi

Principal Discount — Diskon otomatis dari principal scheme
Multi-Warehouse — Valstok per cabang/gudang
Collection Payment — Pencatatan pembayaran dari lapangan
Consignment — Barang konsinyasi tracking
Commission — Komisi salesman dari penjualan

Ecosystem

Integrasi Cross-Module

Distribusi terintegrasi penuh dengan seluruh ekosistem XERPIUM.

💳

Distribusi ↔ Sales

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

📦

Distribusi ↔ Inventory

Stock transfer antar gudang
Barcode scan lokasi & barang
Forecast stok berdasarkan musim

🚚

Distribusi ↔ Fleet

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

💰

Distribusi ↔ Accounting

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

📈

Distribusi ↔ Dashboard

vit_dashboard_distribution KPI
Sales target achievement
Delivery performance metrics

⚙

Distribusi ↔ Dynamic Stage

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

📍

Distribusi ↔ Field Visit

Visit plan & log integration
On-site order capture
Collection payment lapangan

⚡

Distribusi ↔ AI Assistant

"Target sales bulan ini untuk salesman X"
"Buat delivery order dari SO/001"
"Tampilkan forecast stok Ramadan"
"Realisasi visit vs plan minggu ini"

Comparison

Mengapa XERPIUM Distribution?

Aspek	Sistem Manual / Legacy	XERPIUM Distribution
Wilayah	Spreadsheet terpisah	✓ Region-Area-Zone terintegrasi
Principal Diskon	✗ Manual hitung	✓ Auto-apply di SO/PO
Delivery Route	✗ Tidak terstruktur	✓ Route + Manifest + POD digital
Inventory Transfer	✗ Manual	✓ Barcode scan + approval ganda
Stock Forecast	✗ Tidak ada	✓ Seasonal forecast auto-cron
Visit Plan	✗ Manual jadwal	✓ Plan + Log + Collection terpadu
Sales Target	Spreadsheet	✓ Per salesman + principal tracking
Approval Workflow	✗ Manual tanda tangan	✓ Dynamic stage, auto-approve
Dashboard	✗ Tidak ada	✓ 19 chart types, AI-powered
AI Assistant	✗ Not available	✓ 100+ tools, 11 bahasa
Multi Company	✗ Not available	✓ Multi-cabang distribusi
Report	Manual Excel	✓ Turbo Report distribusi

Portfolio

Portofolio Industri XERPIUM

Industri	Modul	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	✓	✓
Travel Haji & Umroh	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	✓	✓
Sawit / Palm Oil	1	✓	✓
Feedmill	1	✓	✓
Building Management	1	✓	✓
Auditor	1	✓	✓

XERPIUMDISTRIBUTION