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Use case

Field cash, collected and reconciled — with zero guesswork.

OTP-verified deposits, automatic bank reconciliation, and crate tracking — so cash spends less time exposed and end-of-day reconciliation stops being an argument.

verified deposits
OTPverified deposits
cash-in-transit exposure
Near-zerocash-in-transit exposure
bank reconciliation
Autobank reconciliation
8,572 Cr
Distribution GMV processed
45
Enterprise clients
83,785
Farmer accounts powered
2.3 Lakh+
App users in the field

In short

SalesPort's Cash & Crate module digitises field cash collection: collections are captured with OTP-confirmed deposits, reconciled against bank credits, and tracked alongside crate movement — shrinking cash-in-transit risk from days to near-zero and ending the manual end-of-day reconciliation grind.

Why field cash leaks and disputes

Field collections move as cash through too many hands before they reach a bank. Reconciliation is manual, shortfalls are 'investigated', and the working capital sits exposed for days. Meanwhile crates and returnables walk off the books because nobody tracks them per route.

The result is cash-in-transit risk, recurring end-of-day disputes, and shrinkage absorbed as a cost of doing business when it shouldn't be.

How SalesPort handles field cash

The specific workflows and screens that solve it.

1

OTP-verified deposits

End-of-day deposits are confirmed with an OTP to a head-office verifier, so every deposit is attributable and approved.

2

Bank reconciliation

Collections reconcile automatically against bank credits, so cash that's collected is cash that's accounted for.

3

Crate & returnables tracking

Crates and returnables are tracked per route and party, turning invisible shrinkage into a managed number.

4

Thermal receipts & WhatsApp invoices

Collections are receipted on a thermal printer or shared as a PDF over WhatsApp, giving the retailer a record.

5

Real-time HQ visibility

Head office sees pending deposits, mismatches, and route-level cash flow live — no waiting for end-of-day phone calls.

What controlling field cash is worth

Cutting cash-in-transit time from days to near-zero reduces both risk and the financing cost of exposed working capital, while per-route crate tracking recovers ₹15–30 Lakh a year of returnables shrinkage for a mid-size dairy. The DSO and van-sales calculators help size it.

Run the numbers

What it connects to

This use case plugs into the rest of your distribution stack.

Cash & Crate SalesPort SFA Bank reconciliation AccountBook Thermal printer / WhatsApp

Cash Collection & Reconciliation — FAQs

How does OTP-verified deposit work?

At end of day the salesman initiates a deposit; a head-office verifier receives an OTP, enters it, and approves or rejects with a reason — every action logged.

Does it reconcile against the bank?

Yes — collections reconcile against bank credits so collected cash is accounted cash.

Can it track crates too?

Yes — crates and returnables are tracked per route and party, exposing shrinkage.

Does it reduce cash-in-transit risk?

Yes — OTP deposits and fast reconciliation shrink the time cash is exposed from days to near-zero.

Is it a separate app?

No — Cash & Crate is a native SalesPort module, one app and one data set.

Related products & industries

Related use cases

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