Sales & order management
Create customer orders, reserve batches, dispatch stock, generate invoices and collect payments in one flow.
- Sales orders
- Invoice-style documents
Learn
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
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.
Inventory & warehouse
Track batch-wise stock across warehouses with expiry dates, FEFO reservation 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 restricted mobile view for beats, visits, orders, GPS and targets.
- Beat plans
- Geo check-ins
Finance & invoicing
Keep receivables, invoices, collections, supplier payments and outstanding amounts connected to real work.
- Customer collections
- Supplier payments
Attendance & workforce
Manage punch in/out, late marks, half-days, leave applications and manager approvals.
- Attendance register
- Leave inbox
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.
Distributor self-service portal
A portal for distributors to order, track shipments, view invoices and check ledger.
Subscription automation
Automated plan billing and renewal enforcement for Free, Basic and Pro plans.
Ready to see this in OperLete?
Review the current modules, roles and rollout path for your FMCG business.