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FMCG operations guide

A practical operating model for growing FMCG teams.

Use this as a simple checklist for moving from spreadsheet operations to a connected platform.

  • Start with clean master data
  • Connect stock and sales
  • Track field work daily
  • Review finance and exceptions
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OperLete flow

Practical FMCG operating knowledge

Connected teams, records and approvals moving through one secure workspace.

01
Create
02
Review
03
Control

Start with clean master data

Connect stock and sales

Track field work daily

Review finance and exceptions

What this page covers

Use this as a simple checklist for moving from spreadsheet operations to a connected platform.

Start with clean master data

Connect stock and sales

Track field work daily

Review finance and exceptions

Connected features

The related modules stay linked.

Each page connects back to the operating areas that make the workflow complete.

Sales & order management

Create customer orders, reserve batches, dispatch with transporter and LR tracking, capture proof of delivery and collect payments in one flow.

  • Sales orders
  • Fulfillment, dispatch & POD

Inventory & warehouse

Track batch-wise stock across warehouses with expiry dates, FEFO reservation, quarantine for damaged stock and operational alerts.

  • Batch stock
  • Expiry tracking

Procurement

Raise purchase orders, receive goods through GRN, create stock batches and record supplier payments.

  • Purchase orders
  • Goods receipts

Field force automation

Give Sales Representatives a focused Android app for beats, visits, orders, collections, attendance and tamper-proof GPS journeys.

  • Mapped beat plans
  • Fake-GPS blocking & face checks

Finance & invoicing

Keep receivables, invoices, credit notes, returns settlement, collections and supplier payments connected to real work.

  • Invoice-tagged collections
  • Credit notes & returns

Attendance & workforce

Manage office and field attendance with shifts, leave, GPS evidence and optional face verification by user.

  • Expandable team register
  • Start/end location evidence
Operating flow

A practical path from setup to daily usage.

Five simple steps your team can understand and repeat.

1

Set up workspace

Designed to keep the next team ready without duplicate entry.

2

Add master data

Designed to keep the next team ready without duplicate entry.

3

Manage procurement

Designed to keep the next team ready without duplicate entry.

4

Manage inventory

Designed to keep the next team ready without duplicate entry.

5

Manage sales

Designed to keep the next team ready without duplicate entry.

Control

Designed with limits, roles and accountability.

OperLete shows only the areas each role should work with, while owners keep control.

Role

Permission-based access

Org

Company-wise data isolation

Flow

Connected operational records

Roadmap

Current features and the next expansion stay visible.

Production & QC

BOM, recipes, work orders, batch production, yield tracking and quality inspections.

Schemes, pricing & GST

Trade schemes, channel-wise pricing, HSN, CGST/SGST/IGST and GSTR-ready exports.

Transporter & carrier integrations

Live vehicle tracking and e-way bill connectivity with transport partners.

Subscription automation

Online card and UPI checkout for subscriptions and add-on users.

Ready to see this in OperLete?

Review the current modules, roles and rollout path for your FMCG business.

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