Close the field-to-cashier loop — in one auditable feature set.
Cash & Crate is a native SalesPort module that consolidates field cash collection, crate movement, sales returns and deposit reconciliation into one secure, fully auditable feature set inside the SalesPort app. Thermal receipts via Sunmi printers or PDF invoices over WhatsApp. OTP-verified end-of-day deposits. Head-office approval via secure PIN + OTP.
- OTP-verified deposits
- Sunmi thermal receipts
- PDF invoice over WhatsApp
- Zero leakage by audit trail
The numbers
Cash & Crate, in plain numbers.
Cash & Crate is a native SalesPort module that consolidates field cash collection, crate movement, sales returns and deposit reconciliation into one secure, fully auditable feature set inside the SalesPort app. Thermal receipts via Sunmi printers or PDF invoices over WhatsApp. OTP-verified end-of-day deposits. Head-office approval via secure PIN + OTP.
- Built inside SalesPort — not a separate product or login
- NativeBuilt inside SalesPort — not a separate product or login
- End-of-day cash deposit verified by one-time password
- OTPEnd-of-day cash deposit verified by one-time password
- Head-office approval mechanism with full traceability
- PIN + OTPHead-office approval mechanism with full traceability
- Sunmi receipt printing at the point of sale
- ThermalSunmi receipt printing at the point of sale
- PDF invoice shared with the retailer in one tap
- WhatsAppPDF invoice shared with the retailer in one tap
- Revenue leakage when every entry is verified and approved
- ZeroRevenue leakage when every entry is verified and approved
How Cash & Crate looks
Mobile capture for the field. Web verification for the cashier.
Sales executives capture transactions, print thermal receipts and complete OTP-verified deposits on mobile. Head-office verifiers gain real-time visibility into pending deposits and approve them via PIN + OTP on the web.
Verifier Dashboard
What Cash & Crate replaces
Paper, WhatsApp and end-of-day phone calls — replaced.
Most FMCG and dairy distribution networks still reconcile field cash and crates on paper deposit slips, WhatsApp updates, crate tally notebooks and end-of-day phone calls. Cash & Crate replaces all of that with an OTP-verified workflow inside the SalesPort app.
- One ledger — every transaction, every receipt, every deposit
- Audit trail of every verified or rejected entry at HQ
- Zero revenue leakage between salesman and cashier
Tools that Cash & Crate replaces
Manual Cash Registers
Replaced
Paper Deposit Slips
Replaced
WhatsApp Cash Updates
Replaced
Crate Tally Notebooks
Replaced
Excel Reconciliation
Replaced
Phone-Call Approvals
Replaced
What is inside Cash & Crate
Seven sub-modules. One loop closed.
Each sub-module corresponds to a real friction point on the field-to-cashier journey — products, employees, crates, transactions, sales returns, ledgers and live dashboards.
Products
Catalog visibility on the field — SKU master, pricing, scheme entitlement, MRP and tier-based price calculation at the point of sale.
Employees
Each field executive logs in, captures every store visit, prints receipts and reconciles their cash bag at end of day with their HQ-assigned cashier.
Crates
Crate movement tracking — issued to the route, returned at end of day. Lost crates, broken crates, crate-deposit ledger per retailer.
Transactions
Every transaction time-stamped, GPS-tagged and tied to a retailer. Thermal receipt printed in seconds; PDF invoice shared over WhatsApp.
Sales Returns
Damaged, expired or rejected stock returned at the retailer's door — captured with photos, reasons and approval workflow.
Ledgers
Field-level cash ledger per executive, per route, per day. HQ sees consolidated view by depot, route and salesperson.
Live Dashboards
Real-time visibility for the cashier and the depot manager — pending deposits, mismatches, route-level cash flow, crate movement.
Why teams pick Cash & Crate
Why distribution networks add Cash & Crate to SalesPort.
Three patterns repeat across every SalesPort customer that adds Cash & Crate — from dairy to spices to FMCG.
01
vs Manual cash + WhatsApp
Revenue leakage, end-of-day disputes, no audit trail. Cash & Crate turns the field-to-cashier loop into an OTP-verified, auditable workflow.
02
vs Standalone field-finance apps
Separate login, separate data, separate reconciliation. Cash & Crate is native to SalesPort — one app, one ledger, one team to call.
03
vs ERP-side cash modules
Built for back-office cashiers, not the field. Cash & Crate is mobile-first with thermal printing and WhatsApp invoicing — built for the salesman at the retailer's door.
Integrations
Works inside the SalesPort distribution stack.
Cash & Crate is a SalesPort module — it inherits every SalesPort integration. Tally for cash-book posting, WhatsApp for invoice sharing, Sunmi for thermal printing.
- SalesPort (native module)
- Sunmi thermal printers
- WhatsApp Business API
- Tally Prime (cash-book sync)
- Bank deposit reconciliation
- MSG91 / Exotel (OTP)
- AccountBook (ledger posting)
How Cash & Crate is priced
Bundled into your SalesPort AMC.
Cash & Crate is offered as a bolt-on module within an existing SalesPort deployment — not as a standalone product. AMC is bundled into your SalesPort subscription based on the modules you enable.
- Available only inside a SalesPort deployment — no standalone licence.
- Bundled into the SalesPort AMC. Add or remove the module as your operations evolve.
- Live in 2 to 4 weeks for an existing SalesPort customer — with a named delivery owner.
- Sunmi printer hardware costed separately at list price (no markup).
Common questions
Questions buyers actually ask.
The answers below are the same ones we give on the call.
What is Cash & Crate and who is it for?
What is Cash & Crate and who is it for?
Is Cash & Crate a standalone product?
Is Cash & Crate a standalone product?
How does OTP-verified deposit work?
How does OTP-verified deposit work?
Does it support thermal printing and WhatsApp invoicing?
Does it support thermal printing and WhatsApp invoicing?
How is Cash & Crate priced?
How is Cash & Crate priced?
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Close the field-to-cashier loop in 2 weeks.
If you already run SalesPort, adding Cash & Crate takes 2 to 4 weeks. We map your depots, train your cashiers, ship the Sunmi printers, and you're live.