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Food and grocery · Traders and distributors

MatruOS for a dairy products distributor

Set up the way a dairy products distributor runs: distributor margin per litre of milk and a percentage on curd, buttermilk, paneer, butter, ghee and ice cream; sometimes a transport allowance from the dairy. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Food and groceryReady when you sign up

  • 10routines on a timetable
  • 2workflows with approvals
  • 2SOPs and checks
  • 4registers of your own
  • 4jobs for your AI team
  • 5licences tracked

7-day free trial, no card needed.

What this solves

What a dairy products distributor deals with today, and what MatruOS sets up for it

01Today

Crates go missing at booths and shops and the dairy charges the distributor. Kiranas and hotels stretch product credit from 7 days to 30 days.

02In MatruOS

MatruOS sets up 10 routines, 2 workflows, 4 registers and 5 licences for a dairy products distributor, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. dairy plant or depot
  2. distributor
  3. booth, kirana, hotel
  4. household

Your customers

  • Milk booths and parlours
  • Kirana and general stores
  • Hotels, canteens and tea stalls
  • Institutions (hostels, hospitals)
  • Doorstep subscribers (small agencies)

Your suppliers

  • Dairy co-operative union or private dairy (milk and products)
  • Vehicle owners or transporters

Credit and cash

Pays the dairy in advance every day for milk and weekly for products; booths pay daily in cash or UPI; kiranas and hotels 7 to 15 days on products; institutions monthly

One day's milk value is always paid in advance; product credit to retailers is the distributor's working capital; the security deposit with the dairy is locked; crate shortages are charged against margin

Your screens use your words

  • CustomerRetailer
  • SupplierDairy
  • OrderIndent
  • ItemCrate
  • InvoiceChallan
  • deliveryRoute

How it works

How MatruOS is set up for a dairy products distributor

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Dairy products distributor", typed when you sign up.
  2. Recognised as a dairy products distributorRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for a dairy products distributor

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Sales executive

Fills tomorrow's indent for each retailer from orders received and their usual pattern, flags retailers over the credit limit and totals the dairy indent

Reads indent and route sheet history, retailer credit ledger and weather and festivals

Asks you before sending

Store keeper

Keeps every retailer's crate balance and cash against the route sheet, and drafts reminders to retailers holding too many crates

Reads route sheet and crate ledger

Asks you before sending

Accountant

Prepares weekly bills, ages dues and drafts reminders, and suggests holding product supply to retailers past their limit

Reads retailer credit ledger

Asks you before sending

Accountant

Reconciles advances with challans, tracks claims and crate charges and lists what to raise with the dairy

Reads dairy payment and claims and challans

Asks you before sending

1 / 4

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day5

  • 2:45 amLoading at the plant or depotRoute supervisor · 3 steps
    1. 1Count crates and packs against the challan
    2. 2Milk temperature at loading
    3. 3Leaked pouches noted on the challan before leaving
  • 4:00 amDawn route deliveryRoute boy · 3 steps
    1. 1Deliver each retailer against the route sheet by 06:00
    2. 2Take back yesterday's empty crates
    3. 3Collect cash or UPI
  • 9:00 amRoute closing and crate countRoute supervisor · 3 steps
    1. 1Cash and UPI against route sheet
    2. 2Crates back per retailer
    3. 3Return crates to the dairy on the next trip
  • 12:00 pmCollect retailers' indents for tomorrowDistributor · 3 steps
    1. 1Collect indents by phone, WhatsApp or the dairy app
    2. 2Fill missing retailers from their usual quantity
    3. 3Check retailers over their credit limit
  • 3:00 pmPlace indent and pay the dairy in advanceDistributor · 2 steps
    1. 1Place consolidated indent with the dairy
    2. 2Pay advance and note the UTR

Every week1

  • Mon 11:00 amWeekly retailer product bills and duesAccountant · 3 steps
    1. 1Weekly product bills to kiranas and hotels
    2. 2List dues past credit days
    3. 3Send reminders

Every month1

  • 3rdMonthly dairy account reconciliation and claimsAccountant · 3 steps
    1. 1Advances paid against challans
    2. 2Leakage claims raised, accepted, rejected
    3. 3Crate balance with the dairy and shortage charges

Every year1

  • AprDistributor agreement and FSSAI renewalDistributor · 2 steps
    1. 1Renew the agreement and check the security deposit
    2. 2FSSAI registration or licence for trade and storage

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Indent to collection

  1. 1Retailer indentsDistributor
  2. 2Advance paid to dairyDistributorNeeds approval
  3. 3Loaded at plantRoute supervisor
  4. 4Delivered before 06:00Route boy
  5. 5Cash or credit recordedAccountant

Leakage claim to the dairy

  1. 1Leaked pouches noted at loading or by reRoute supervisor
  2. 2Claim raised with photosDistributor
  3. 3Dairy accepts or rejectsDistributorNeeds approval
  4. 4Credit adjustedAccountant

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Indent and route sheet

    Date · Route · Retailer · Product and pack · Indent quantity · Delivered quantity · Leaked or short · Amount

  • Crate ledger

    Date · Retailer or route · Crates given · Crates taken back · Balance with retailer · Crates returned to dairy

  • Retailer credit ledger

    Retailer · Phone · Credit days allowed · Bill date · Bill amount · Paid · Balance

  • Dairy payment and claims

    Date · Advance paid (UTR) · Amount paid · Challan value · Leakage claim (pouches) · Claim status · Crate shortage charged

  • Cold chain on the route

    Milk reaches the retailer cold and sealed

    4 steps with checks

  • Crate control

    Every crate given out comes back

    3 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
Full cream milk pouch · litre04010%
Toned milk pouch · litre04010%
Double toned milk pouch · litre04010%
Buffalo milk pouch · litre04010%
Curd cup 400 g · cup04035%
Buttermilk pouch 500 ml · pouch04035%
Lassi bottle 200 ml · bottle04035%
Paneer pack 200 g · pack04060%
Table butter 100 g · pack04055%
Ghee 1 litre pouch · pouch04055%
Flavoured milk bottle 180 ml · bottle22025%
Ice cream family pack · pack21055%
  • FSSAI food licenceFSSAI (Food Safety and Standards Authority of India)
  • GST registrationGST department (GSTN)If it applies
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Trade licenceMunicipal corporation or panchayatIf it applies
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)If it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

DistributorIndent to dairy, advance payment, credit decisions, settles with dairy.
Route supervisorLoading at plant, route timing, crate counts.
Route boyDelivers before 06:00, collects empty crates and cash.
AccountantRetailer bills, dues, dairy reconciliation.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for a dairy products distributor?

Type one line about your business when you sign up, for example "Dairy products distributor". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run a dairy products distributor on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901