By role
For field staff: customers and payments from the road
From a phone, inside a dealer's shop, field staff add customers, check balances and record collections on the spot.
Add a dealer from a visiting card, check balances and record collections.
- 01What field staff do in MatruOS
- 02Before the visit
- 03At the dealer's counter
What this solves
Sales staff lose orders while looking up prices and stock
Counter staff, sales executives and field teams call the office for prices, stock and dues before they can promise anything.
Each sees prices, stock, a customer's dues and their own targets on one screen, with quotes and orders made on the spot.
Orders are confirmed in front of the customer, and the office stops answering the same questions all day.
What field staff do in MatruOS
Before the visit
The salesman asks "who owes me?" and picks out the dealers on the day's route. Each dealer's page shows the invoices, the payments and the timeline, so the conversation in the shop starts from the right figure.
At the dealer's counter
Record a UPI payment against the invoice and the balance goes down. To add a new dealer, snap their visiting card, check the form and save.
How it works
How it goes in MatruOS
- Plan the routeAsk who owes you and pick the dealers on the way.
- Visit the dealerOpen their page for invoices and payments.
- Record the collectionCash, UPI or bank, against the invoice.
- Add new dealersSnap the visiting card and check the form.
Questions
Questions people ask
Is there an app to install?
MatruOS runs in the phone's browser and fits the screen with nothing to scroll sideways. Sign in with your own login.
Does a recorded payment show in the office at once?
Yes. The invoice, the dealer's balance and the money to collect on Home all update when you save it.
What if I add a dealer who is already there?
MatruOS shows the existing record. Open it, or choose Add anyway if it is a different business.
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