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Power Your Sales Growth with Smarter Approvals, Real-Time Insights, & Complete Control with DMS 2.19 Update

Power Your Sales Growth with Smarter Approvals, Real-Time Insights, &

October 31, 2025 No Comments

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Power Your Sales Growth with Smarter Approvals, Real-Time Insights, & Complete Control with DMS 2.19 Update

October 31, 2025
christina ebinezer

Imagine managing a busy sales network where orders, incentives, and reports move across multiple systems every day. Field teams need quick approvals, real-time data, and accurate tracking, but switching between tools slows everything down.

DMS 2.19 solves that with new updates built to connect every step of your sales process.

Here’s what’s new:

Scheme Utilization Summary in RSFA

MTD Incentive KPIs & SFA Integration

SFA Orders with Multi-Level Approval

Configurable Billing Limits for Non-GST Customers

This release fixes long-standing gaps in tracking, approvals, reporting, and compliance. Each enhancement helps teams work faster, make better decisions, and keep data accurate across the entire network.

Scheme Utilization Summary in RSFA – DMS Changes

Let’s look at a common issue. Users couldn’t view a consolidated summary of their scheme utilization in RSFA. They had to check multiple places to know how much benefit they earned across different schemes. This made it hard to plan purchases or make the most of available offers.

The Solution: We’ve introduced the Scheme Utilization Summary feature in RSFA. It gives users a single view of all scheme benefits and utilization details, helping them track and manage their earnings more effectively.

How It Works:

Scheme Types Covered:

Flat Payout Schemes: Shows the total discount earned against eligible products.

If the payout type is Free Product, the screen displays eligible free products along with utilized quantities.

Points-Based Schemes: Displays active points, utilized points, and payout value.

When billing repeats for the same product code, points accumulate and reflect in the Scheme Utilization screen.

Date-Based Filters:

Users can view scheme utilization for the Current Month.

Filters for Last Month (LM), Last 3 Months (L3M), and Last 6 Months (L6M) are not yet available due to data setup limitations.

How This Update Helps in Real Life

A distributor checks their RSFA dashboard. The Scheme Utilization Summary shows total points earned, free products utilized, and remaining balances for active schemes. Instead of tracking manually, the distributor can now see how close they are to the next benefit slab and plan purchases accordingly.

Advantage for Business

Gives users clear visibility of scheme earnings.

Improves decision-making for scheme participation.

Encourages higher engagement with promotions.

Maximizes returns through informed and timely purchases.

MTD Incentive KPIs & SFA Integration

Consider this situation. A salesperson checks their dashboard to track results. ECO and Billing Efficiency appear only as numbers, with no percentage view to show progress toward targets. Without that context, it’s difficult to assess performance, identify gaps, or compare results across the team.

The Solution: We upgraded the SFA dashboards to include percentage-based KPIs and added new metrics with real-time data synchronization between SFA and DMS.

How It Works:

KPI Percentage Enhancements:

ECO and Billing Efficiency now display both absolute values and percentages for better clarity.

KPI Visibility:

All Company users in the sales hierarchy, including DSRs and MDSRs, can now view KPIs.

Supervisors can monitor both individual and team performance in real time.

Target KPIs:

Added new KPIs and refined existing ones, including Average LPC with improved outlet-level logic, Billing Efficiency and Billing Efficiency (%), ECO (%), Number of Working Days, and Bill Cuts per Day (based on DMS invoices).

ETL Configuration:

KPI targets can now be assigned by Geo Hierarchy through ETL.

Targets automatically replicate to all salespersons under that hierarchy.

The Target Incentive Master ETL has been customized with new Geo Hierarchy columns for better alignment.

Reporting:

The RNA Cube now supports reporting for all KPIs.

Reports can be filtered by hierarchy, users, and date range.

SFA Dashboard Visibility:

Both new and existing KPIs are visible in the SFA dashboard, ensuring consistency across systems.

Color Bar Indicators:

Red (<90%), Amber (≥90% & <100%), and Green (≥100%) provide quick visual cues to assess performance levels.

How This Update Works in Real Life

A sales manager opens the SFA dashboard and instantly sees performance across key KPIs in percentages. ECO and Billing Efficiency now show both numeric and percentage values. Red, amber, and green bars make it clear who is on track and who needs support. Geo-based target replication ensures every salesperson’s goals are aligned. Managers can now make quicker, informed decisions.

Advantage for Business

Provides real-time, percentage-based visibility of KPIs.

Improves tracking accuracy against set targets.

Enables faster, data-backed decision-making.

Strengthens sales performance monitoring across hierarchies.

Enhances transparency and accountability across teams.

Multi-Level Approval Process for SFA Order Confirmation

Let’s look at a scenario. A salesperson books an order in SFA during a store visit. The order gets confirmed right away, even if quantities or details need review. There’s no approval layer, no verification, and no control before it reaches DMS. This leads to incorrect orders, missed checks, and reporting issues downstream.

The Solution: We’ve introduced a multi-level approval process for SFA orders. Orders now pass through defined approval stages before confirmation, giving you full visibility and control.

How It Works:

Pending Orders: When an SFA order is booked, it stays in ‘Pending’ status until approvals are complete.

Sequential Approvals: DSR and MDSR orders move through one or more approval levels based on your MDM setup.

Review & Edit: Approvers can review and adjust quantities at any level. Updates sync instantly across all approval screens.

Rejections: If rejected, the order appears in the Confirmed Transactions section with a rejection note sent to SFA.

Final Confirmation: Once approved at all levels, the order automatically updates in DMS and becomes ready for dispatch.

How This Update Works in Real Life

A salesperson books an order in SFA as usual. It moves to the first approver, who checks and updates quantities. The next approver reviews and confirms. Within minutes, the order appears in DMS for fulfilment. No duplicate entries. No confusion. Just a clean, verified approval flow from booking to delivery.

Advantage for Business

Ensures verified and error-free order confirmations.

Adds accountability through multi-level checks.

Provides full visibility across SFA and DMS.

Improves reporting accuracy and process control.

Keeps operations aligned without slowing down order flow.

Configurable Billing Limits for Non-GST Customers

Let’s look at a real scenario. A distributor bills a non-GST customer for ₹2 lakh. The transaction doesn’t appear in the GSTR1 report because of the ₹2.5 lakh billing cap. As a result, smaller but valid sales remain unreported, affecting compliance and data accuracy.

The Solution: We’ve made the billing limit for non-GST customers configurable and refined how such transactions reflect in GSTR1 reports. This ensures complete and compliant reporting for all non-GST billing scenarios.

How It Works:

Billing Limit Update: The earlier ₹2.5 lakh cap for non-GST or unregistered customers has been removed.

High-Value Check:

If the billing amount crosses ₹10 lakh for an unregistered customer without a PAN, a validation message appears, and the bill cannot be saved.

For unregistered customers with a valid PAN, bills above ₹10 lakh are allowed and saved without restriction.

GSTR1 Report Inclusion:

Sales returns for all unregistered customers now appear in the CDNUR, B2CS, and HSN (B2C) sheets of the GSTR1 report.

How This Update Works in Real Life

A distributor creates a ₹1.8 lakh bill for a non-GST customer. The transaction saves smoothly and reflects in GSTR1 reporting. Later, another unregistered customer without PAN is billed for ₹12 lakh. The system blocks the transaction and prompts a validation message. Every entry is now accurate, compliant, and traceable.

Advantage for Business

Ensures complete and compliant GSTR1 reporting.

Removes restrictions on valid non-GST billing.

Prevents high-value errors for unregistered customers.

Enhances accuracy in sales and tax records.

Strengthens audit readiness and regulatory compliance.

Conclusion

DMS 2.19 makes field operations simpler, faster, and more reliable. Each feature focuses on control, visibility, and efficiency—without adding complexity.

From multi-level approvals and real-time KPI dashboards to smarter scheme tracking and flexible billing rules, this version connects every part of your sales process. These updates help your teams act faster, stay compliant, and keep every transaction accurate across SFA, DMS, and reports.

Want to check how Botree DMS works for your business?

About the Author

Meet Christina Evangelin Ebinezer, our dynamic marketing associate at Botree Software. With a background in HR and marketing, and prior experience as a content writer, Christina brings a sharp eye for storytelling and a knack for crafting engaging blogs and marketing content. She’s passionate about turning ideas into words that drive impact. Outside of work, Christina finds joy behind the piano keys or the wheel—whether she’s playing a soulful tune or cruising down open roads.

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Power Your Sales Growth with Smarter Approvals, Real-Time Insights, & Complete Control with DMS 2.19 Update

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Scheme Utilization Summary in RSFA – DMS Changes

How It Works:

How This Update Helps in Real Life

Advantage for Business

MTD Incentive KPIs & SFA Integration

How It Works:

How This Update Works in Real Life

Advantage for Business

Multi-Level Approval Process for SFA Order Confirmation

How It Works:

How This Update Works in Real Life

Advantage for Business

Configurable Billing Limits for Non-GST Customers

How It Works:

How This Update Works in Real Life

Advantage for Business

Conclusion

About the Author

Christina Evangelin Ebinezer

Marketing Associate

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