active source
Distributor ERP
Agreed sales documents, warehouse inventory and master data.
Skip to main contentDATA EXCHANGE agreed schedule Governed exchange ERP DMS FILE Channel commercial balance Illustrative scenario · no customer data Compare with sell-out Illustrative scenario · no customer data Investigate the exception Illustrative scenario · no customer data Check freshness Data quality passport Exception centre Source quality Master data Commercial exception Channel execution Decision loop Product boundaries Prepare the pilot Evidence and next step Questions before the first scope
Channel visibility · sell-out and inventory
Distributor Sell-out and Inventory Visibility
See what distributors sell to outlets and where stock builds up.
For manufacturers and distribution leaders. Compare shipments, secondary sales and inventory using partner data. Detail and update frequency depend on the source.
Discuss secondary salesERPsalesDMSsalesFILEexport0102SMARTUPDATA CHECKSreceive · validate · matchSELL-OUToutlet · SKUSTOCKwarehouse · date
- Sell-in
The manufacturer supplies the distributor.
- Sell-out
The distributor sells to an outlet.
- Inventory
Stock held by the distributor as of the last update.
Sales and inventory sources
Choose a distributor source. Before analysis, Smartup checks records and matches products, outlets and warehouses to shared master data.
active source
Partner DMS
Secondary sales and the available operating detail of the channel.
active source
Scheduled file
An export using an agreed template, with its reporting period and source.
- 01
Receive
The source, period and batch are registered.
- 02
Validate
Structure, required fields, dates and duplicates are checked.
- 03
Match
SKUs, outlets, warehouses and units are linked to governed master data.
- 04
Analyse
Accepted records are available for analysis; exceptions go to their owners.
Data frequency and grain depend on source capability and the agreed exchange policy.
Sell-in, sell-out and stock
Compare the three measures for the same period. Select a tab to see which data to check and what action to assign.
Sell-in
What was supplied to the distributor
Does supply match actual product movement through the channel?Sell-in growth without comparable sell-out may indicate inventory build-up or incomplete secondary-sales coverage.
- Supply period and document
- Distributor, warehouse and portfolio
- SKU, quantity and unit of measure
Next actionReview inventory and secondary-sales coverage
Sell-out
What was sold to outlets
Where did sales slow, and which dimension explains why?Territory, outlet, SKU and active customer base help separate a demand change from a data gap.
- Sale date and outlet
- Territory, channel and accountable owner
- SKU, assortment and available order detail
Next actionOpen the territory, outlet or SKU
Inventory
What remains in warehouses
Where does inventory not match the selected sell-out rate?Inventory is read with its refresh date and movements so that a stale value is not treated as a current fact.
- Warehouse, SKU and available lot detail
- Date and age of the latest refresh
- Sales and movements for the reconciliation period
Next actionReconcile the source and replenishment rules
Can you rely on these data?
Before a decision, check the update date, completeness, master data and stock movements. Assign an owner to each check.
01 Freshness
When was the source refreshed successfully?- Evidence
- Period · received at · expected window
- Owner
- Source owner
02 Completeness
Are all distributors and periods represented?- Evidence
- Partner · period · batch · status
- Owner
- Commercial data owner
03 Matching
Are external SKUs, outlets and warehouses linked?- Evidence
- Source ID · group ID · mapping version
- Owner
- Master-data owner
04 Reconciliation
Do movements explain the submitted ending inventory?- Evidence
- Opening · movement · closing · variance
- Owner
- Reconciliation owner
Falling sales or missing data?
Choose a situation to see the signs of a problem, who owns it and the next step.
Data did not arrive inside the expected window
The period has no accepted sales or inventory batch.
- What to check
- Exchange calendar · receipt log · latest successful batch
- Owner
- Distributor source owner
- Next action
- Confirm the cause, restore delivery and verify the period again.
An SKU or outlet is not matched
The record enters exceptions and must not distort the analysis.
- What to check
- Source ID · value · source · possible matches
- Owner
- Master-data owner
- Next action
- Link or create the record, then reprocess the batch safely.
Inventory rises while sell-out slows
Supply is moving faster than secondary sales in the selected slice.
- What to check
- Sell-in · sell-out · inventory · freshness · active outlets
- Owner
- Commercial Director / Regional Manager
- Next action
- Review the territory, assortment and next supply plan.
Sales slow while inventory remains available
Product is available, but outlet activity or assortment is declining.
- What to check
- Active outlets · SKU · territory · orders · visits
- Owner
- Commercial lead / field team
- Next action
- Assign a review of coverage, assortment and outlet execution.
From data to action
After correcting the data or completing an outlet task, return to the same period and check the result.
- 01
Source
Record the partner, period, batch and data owner.
- 02
Validate
Separate an accepted fact from a missing batch, duplicate or unknown ID.
- 03
Diagnose
Compare sell-in, sell-out, inventory and active outlets.
- 04
Act
Assign a data correction or commercial task to an accountable owner.
- 05
Verify
Open the same period again and confirm that the exception is closed.
Data-exchange scope
Smartup makes lineage and data quality visible, but it does not invent a missing fact or replace a partner’s system of record.
- 01
Source grain
Detail down to outlet, SKU, warehouse or lot is available only when the source provides it.
- 02
Exchange frequency
The refresh interval is defined by the integration, system capability and the parties’ operating policy.
- 03
System of record
The distributor ERP or DMS may remain the owner of source documents and master data.
Start with the first exchange
Start with selected distributors. Prepare sample sales and inventory records, master data and validation rules before connecting more partners.
- 01
Select partners
Choose one or more distributors with accessible sales and inventory sources.
- 02
Agree master data
Define key SKUs, outlets, warehouses, units of measure and external IDs.
- 03
Agree validation rules
Agree freshness, completeness, duplicate, date and unknown-record rules.
- 04
Verify decisions
Reconcile a source sample and confirm owners for commercial actions.
Methods, modules and cases
These materials separate DMS capability from data requirements and prepare a focused review of your exchange model.
Data-exchange questions
The answers define source boundaries, quality rules and how the outcome will be verified.
Do we need to wait for a monthly distributor report?
Not when regular exchange is agreed. Frequency is set by the source and project, while freshness and missing batches remain visible.
How is sell-out different from sell-in?
Sell-in is supply into the channel; sell-out is the distributor sale to an outlet. They are analysed separately and together to explain product movement.
Can data come from different systems?
Yes. Each source receives a format, external-ID rules and validation policy before records are aligned to governed master data.
What happens to an unknown SKU or outlet?
It is not silently mixed into reporting. The record enters a mapping exception with source and reason preserved.
Can inventory be viewed across several warehouses?
Yes, when the source provides warehouse detail. The available grain and aggregation rules are documented during integration design.
How is pilot quality checked?
Reconcile a source sample, assess completeness and freshness, review exceptions and confirm that each important signal leads to accountable action.
Review your exchange model
Discuss secondary salesReview your distributors’ data
Discuss sales and inventory sources, available detail and validation rules. Define the scope of the first exchange.