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Vertical sector

Distribution

Routes, orders and collections, in the field.

An operation distributed across territory, with sales reps in the field and warehouses in constant rotation.

Context

The sector,in context.

Portuguese distributors — food, beverages, consumer, industrial — operate across the country with fleets of sales reps and regional warehouses. The challenge is constant: keeping information fresh between the field and the back office, managing customer credit in real time, optimising routes, and responding to demand peaks without losing margin.

When the sales fleet is 10 people, Excel copes. When it is 40, it does not.

Deep challenges

Where it hurts indistribution operations.

01

The field rep as an operational node

The rep cannot be someone who returns to the office with paperwork at the end of the day. They have to issue invoices, validate credit, take payments and log visits on the spot, with automatic synchronisation once back on the network.

02

Intelligent replenishment versus blind push

Replenishment based on historical sales + seasonality + active promotions reduces stockouts and overstock. It requires BI that cross-references data from several sources, not a weekly spreadsheet.

03

Collections as a process, not as luck

Tracking open current accounts, flagging overdue amounts, and blocking new sales when credit is exceeded — all in real time, not at month-end.

Sector report · Free

Download the report for the Distribution sector.

Salespeople, regional warehouses and customer credit: where margin is won or lost.

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How we work

From assessmentto a continuous partnership.

Every INFOS project starts with an on-site assessment and ends in a long-term relationship. It's been this way for 36 years.

  1. 1
    MOVEMENT 01

    On-site assessment

    We start by understanding the client's business. Our team visits the premises, talks to the people who will use the solution and maps processes as they actually work.

    • Interviews by role
    • Process analysis
    • Needs mapping
  2. 2
    MOVEMENT 02

    Solution design

    We design the solution together with the client. We define modules, integrations, data to migrate and approval flows. Everything is validated before any configuration.

    • Functional design
    • Integration plan
    • Migration plan
  3. 3
    MOVEMENT 03

    Implementation and training

    Configuration, role-based training and a controlled pilot before go-live. The INFOS team is on site at go-live to support the switch and handle the unexpected.

    • Configuration
    • Role-based training
    • Go-live support
  4. 4
    MOVEMENT 04

    Support and evolution

    Ongoing support, functional evolution and periodic reviews. INFOS clients stay with us for 15 years on average — the relationship doesn't end at go-live.

    • Dedicated support
    • Functional evolution
    • Periodic reviews
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