Start with responsibility
Confirm which distributor, location, territory, section, outlet and field employee owns the work. A transaction without this operating context is difficult to compare or act on.
Separate booking from execution
Booked demand and invoiced sales answer different questions. Review both, calculate the variance and investigate whether availability, pricing, credit, cancellation or fulfillment changed the outcome.
Keep returns visible
Returns should reduce or explain the commercial result through controlled records. A net number without return context can hide service, product, pricing or execution problems.
Connect coverage and productivity
Review assigned outlets, visited or ordered outlets, productive outlets, unordered outlets and target achievement together. This shows whether the issue is reach, conversion, supply or account quality.
Close with recovery
Credit sales are not complete performance until customer balances, receipts, overdue aging and recovery responsibility are visible alongside the sales result.
Use one daily review
A useful daily review brings booking, execution, returns, stock availability and recovery exceptions into one agenda. Assign each exception to an owner and confirm it against the source record.
Use the checklist on your own workflow
Bring one real sales, stock and finance scenario to a RANGE 360 requirements review. We will map it before showing the software.
Book a requirements review