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Omnichannel Retail & Dynamic Sales
Commission Management System

Client : Confidential Client Due to NDA

Industry : Retail / Multi-Store Distribution

Omnichannel Retail & Dynamic Sales Commission Management System

About Client

The client operates a rapidly growing multi-store retail and distribution business driven by a large, distributed sales workforce. Their sales channels are highly diversified, capturing leads from walk-in retail stores, e-commerce websites, social media, and direct WhatsApp inquiries. They required a unified ERP ecosystem to not only manage omnichannel sales and inventory but, more importantly, to implement a transparent, automated tracking and commission management system for their entire sales team.

Core Business Challenges

Lead Leakage & Chaotic Routing

Inquiries coming from multiple digital and physical channels were being lost or assigned inefficiently, leading to slow response times.

Complex Commission Calculations

Calculating sales commissions manually at the end of the month based on varying criteria (fixed percentage, slab-based, product-wise, and profit margin) was highly error-prone and delayed payouts.

Lack of Field Visibility

Management had no real-time visibility into the daily activities, meeting schedules, or conversion ratios of their field salespersons.

Disconnected Quoting & Inventory

Sales reps were preparing quotes without real-time visibility into warehouse stock, leading to delayed deliveries and customer dissatisfaction.

Solution Focus

CRM

CRM

Advanced Sales Routing

Advanced Sales Routing

Inventory Automation

Inventory Automation

Dynamic Commission Calculation

Dynamic Commission Calculation

Field Sales Mobility

Field Sales Mobility

The Proposed Solution & Process Workflow

CandidRoot engineered a centralized, mobile-responsive Odoo architecture that completely automated the retail lifecycle, from the first customer touchpoint to final commission payouts.

1

Omnichannel CRM & Intelligent Lead Routing

  • All customer inquiries (Walk-ins, Website, WhatsApp, Social Media) flow directly into a centralized CRM, maintaining strict lead source tracking.
  • The system automatically assigns leads to specific salespersons based on defined rules (Region, Product Category, or Existing Customer Relationship).
  • Sales reps use the system to log all follow-up activities (calls, meetings, WhatsApp), tracking the conversion probability and planning next action dates.
2

Smart Quoting & Inventory Automation

  • When generating a quotation, sales reps have real-time access to stock levels, pricing, and discount eligibilities.
  • Approval Matrix: If a requested discount exceeds the salesperson's authorized limit, an automated approval request is routed to the Sales Manager.
  • Upon customer approval, the Sales Order (SO) is confirmed. If stock is unavailable, the system automatically initiates a Purchase Request or an internal Multi-Store Warehouse Transfer.
3

Streamlined Fulfillment & Billing

  • The warehouse team receives an automated picking and packing alert, generating the Delivery Challan for dispatch.
  • Invoices are automatically generated from the SO, and partial or full customer payments are tracked accurately by the accounting module.
4

Advanced Commission Engine & Performance Tracking

  • Dynamic Commission Calculation: A custom commission engine was deployed. Once payment is received, commissions are calculated in real-time based on complex logic (Sales amount, Profit margins, Slab-based targets, and specific Product-wise incentives).
  • Managerial Review & Payout: Managers review the auto-generated commission reports. Approved payouts are pushed directly to Accounting/Payroll, and salespersons receive digital incentive slips.
  • Target vs. Achievement Dashboards: Management utilizes live dashboards to track individual and team-wise performance, conversion ratios, and region-wise revenue.
5

Mobility & After-Sales Service

  • Field Sales App: Salespersons utilize a mobile interface with GPS tracking and barcode scanning to update visit statuses and verify products on the go.
  • Helpdesk Integration: An After-Sales module tracks warranty support, product replacements, and complaint handling, ensuring long-term customer retention and loyalty point management.

Business Impact & Value Delivered

Motivated Sales Workforce

The transparent, error-free, and automated commission settlement process significantly boosted sales team morale and trust.

Zero Lead Leakage

Automated routing and strict activity tracking ensured that no inquiry was left unattended, drastically improving the lead-to-order conversion ratio.

Optimized Inventory Turnover

Real-time stock validation at the quotation stage eliminated over-selling and streamlined procurement.

Actionable Management Analytics

Live dashboards provided leadership with instant insights into their top-performing reps, highest-selling products, and overall commission expense analysis, enabling data-driven growth strategies.

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