Creatio for FMCG: outlets, routes, and orders

What Creatio does for FMCG and distribution

Creatio gives FMCG manufacturers and distributors one place to manage retail outlets, field routes and visits, orders, and receivables. These businesses may serve hundreds of outlets, where results depend on regular visits and consistent field execution. Creatio does not replace the accounting system; it coordinates field work and connects it with order and debt data.

Where outlets, visits, and shelf displays fall through the cracks

An accounting system records shipments, but it may not show when a representative visited an outlet or what happened there. Routes are planned in spreadsheets, orders arrive by phone, and managers learn about issues through reports. A unified system with mobile access shows field activity close to real time.

What distributors configure in Creatio

• an outlet directory with outlet types and owners;
• representative routes and visit plans;
• visit outcomes and orders from an outlet;
• receivables and payment status from the accounting system;
• shelf displays, promotions, and photos from outlets;
• reports by outlet, region, and representative;
• promotion plans and budgets, execution, and results;
• contracts with outlets and retail chains;
• brand events and work with agencies.

A sales representative's day

A representative opens the app, sees the route and an outlet's receivables, creates an order, and records the visit outcome. The office manager sees the order and prepares the shipment. Regional managers can review route completion and outlets that have not been visited for a while.

Manufacturers, distributors, and retail-chain clients

Manufacturers work with distributors and retail chains; distributors serve smaller outlets; and retail chains have their own rules and contracts. We configure customer types and terms to match your operating model.

Roles and workflows from sales planning to field visits

Sales planners prepare forecasts and assortments. Trade-marketing managers run promotions, including their budgets, execution, and analytics. Distribution managers oversee outlets, contracts, and order fulfillment. Sales representatives manage routes, visits, and orders from their phones. Marketers run campaigns and agency events, while procurement specialists manage supplier purchasing and contracts. We decide where to start based on where the greatest losses occur—usually routes, visits, and orders.

Who this solution is for

The platform is a good fit for manufacturers and distributors with field teams and hundreds of outlets. A distributor with only a few outlets and two or three representatives may not need a platform of this scale; we will be candid about that during the audit.