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Import and export · Traders and distributors

MatruOS for an indent and multi-brand sales agent

Set up the way an indent and multi-brand sales agent runs: commission from principals on orders booked and dispatched (or on payment received), plus target slab bonuses; sometimes a fixed retainer from a new principal. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Import and exportReady when you sign up

  • 7routines on a timetable
  • 1workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 3jobs for your AI team
  • 5licences tracked

7-day free trial, no card needed.

What this solves

What an indent and multi-brand sales agent deals with today, and what MatruOS sets up for it

01Today

Principals' commission statements miss dispatches and nobody checks. Commission waits months because buyer payments are not chased.

02In MatruOS

MatruOS sets up 7 routines, 1 workflow, 3 registers and 5 licences for an indent and multi-brand sales agent, 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. principal (mill or maker)
  2. indent agent
  3. buyer (factory or trader); goods and invoice go directly principal to buyer

Your customers

  • Principals: mills, manufacturers and foreign suppliers (pay commission)
  • Buyers: factories, traders and wholesalers (place orders)

Your suppliers

  • Sample couriers
  • Travel and hotels
  • Trade fair organisers

Credit and cash

Principals pay commission monthly or quarterly, often only after the buyer pays; agent sometimes stands guarantee (del credere) for buyer payment

No stock and little capital, but commission arrives 30-120 days after the order because it waits for dispatch and buyer payment. A buyer default can wipe out commission on that principal.

Your screens use your words

  • CustomerBuyer
  • OrderIndent
  • InvoiceCommission bill
  • SupplierPrincipal

How it works

How MatruOS is set up for an indent and multi-brand sales agent

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 "Indent and multi-brand sales agent", typed when you sign up.
  2. Recognised as an indent and multi-brand sales agentRoutines, 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 an indent and multi-brand sales agent

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

Builds the day's rate message per buyer group from principals' price lists and stock

Reads principal price lists and buyers

Asks you before sending

Accountant

Works out commission due per principal, matches the statement, lists missing invoices and drafts the commission bill with the right GST

Reads indent register and principal commission statements

Asks you before sending

Sales executive

Shows the gap to each principal's next slab and the buyers most likely to place orders before quarter end

Reads indent register, principal slab terms and buyers

Works it out and shows you

1 / 3

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 day3

  • 10:00 amMorning price and stock update from principalsAgent (owner) · 2 steps
    1. 1Read each principal's price list and ready stock for the day
    2. 2Send buyers the day's rates on WhatsApp
  • 11:00 amBuyer visits and indentsSalesman · 2 steps
    1. 1Visit buyers on the route; note their need and stock
    2. 2Write indent with rate, quantity, delivery and payment terms; buyer signs or confirms
  • 4:00 pmDispatch follow-up with principalsOffice clerk · 2 steps
    1. 1Pending indents by days since order
    2. 2Get dispatch details and invoice number; tell the buyer

Every week1

  • TueWeekly buyer payment follow-up for principalsSalesman · 2 steps
    1. 1Principal invoices due or overdue by buyer
    2. 2Call or visit buyers; report to the principal

Every month1

  • 5thMonthly commission bill and statement matchOffice clerk · 3 steps
    1. 1Commission due per principal from dispatched and paid indents
    2. 2Match with the principal's statement; list missing invoices
    3. 3Raise the commission bill with GST (or under LUT for foreign principals)

Every year1

  • AprYearly principal review and agreement renewalAgent (owner) · 3 steps
    1. 1Business and commission earned per principal
    2. 2Renew agreements; check territory and exclusivity clauses
    3. 3File LUT if commission comes from foreign principals

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 commission received

  1. 1Indent written and confirmedSalesman
  2. 2Principal acceptsOffice clerkNeeds approval
  3. 3Dispatched and invoicedOffice clerk
  4. 4Buyer pays principalSalesman
  5. 5Commission billed and receivedAgent (owner)

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 register

    Indent number · Date · Principal · Buyer · Item and grade · Quantity · Rate · Delivery by

  • Principal commission statements

    Principal · Period · Commission as per own register · Commission as per statement · Difference · Commission bill raised · Received

  • Buyers

    Buyer · City · Phone · Items bought · Usual monthly need · Payment record

  • Writing an indent

    No dispute later on what was agreed

    4 steps with checks

  • Commission bill and GST treatment

    Bill every rupee due with the right tax

    4 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
Commission on domestic indents (yarn and fabric) · month99611118%
Commission on domestic indents (chemicals and dyes) · month99611118%
Commission on engineering and packaging indents · month99611118%
Commission from foreign principal (export of service under LUT) · quarter9961110%
Target slab bonus · quarter99611118%
Retainer from new principal · month99859918%
  • GST registrationGST department (GSTN)
  • PANIncome Tax Department
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)If it applies
  • Professional tax registrationState professional tax officeIf it applies
  • GST Letter of Undertaking (LUT) for exportsGST department (Form GST RFD-11)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.

Agent (owner)Manages principals, meets key buyers, fixes rates within the principal's band, signs commission bills.
SalesmanVisits buyers on route, collects inquiries, writes indents, follows payments.
Office clerkSends indents, tracks dispatches, keeps the indent register, checks statements.

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 an indent and multi-brand sales agent?

Type one line about your business when you sign up, for example "Indent and multi-brand sales agent". 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 an indent and multi-brand sales agent 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