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Botree DMS Recap 2024

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Dilipkumar

Dilipkumar S

Senior Product Marketer
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Botree DMS Recap 2024

With numerous updates throughout the year, these standout features have had the greatest impact on business operations.

Scheme Management

  • With batch-level schemes, you can tailor promotions to specific needs, ensuring greater flexibility and impactful sales strategies

    botree batch level schemes
  • Drive retailer loyalty with point-based schemes—boost engagement, simplify tracking, and increase purchases effortlessly
  • Strengthen control and transparency with a multi-level approval process for scheme master changes, ensuring governance and accountability at every step
  • The new ETL empowers you to handle bulk scheme updates with accuracy, improving management of distributors, products, and budgets

Claims Management

  • Customize approval workflows with multi-level claims approval, offering unmatched flexibility to align with your business hierarchies and dynamics
  • Streamline claims management with negative claim generation for returns across periods, ensuring accurate reimbursements and reducing losses

Botree Claims Management

Sales Return

  • Simplify sales returns with e-invoice and e-way bill generation, ensuring compliance and transparent documentation
  • Refine the returns process with more intuitive labels, enhancing user experience and promoting better control over sales returns

Botree Sales Return

Reporting Features

The enhanced RNA report builder now offers easier custom report creation with a streamlined column rearrangement feature. It simplifies your workflow with instant numeric conditions and new filters, giving you better control and reducing backend tasks.

For tax reporting, RNA introduces updated GSTR reports that address calculation issues and improve sales return and service invoice details clarity. Custom PDF reports can also be generated effortlessly.

With user-to-user mapping, data access and customization are more efficient, enabling tailored reports, consolidated visibility, and better administrative control. The optimized report scheduling, now with customizable email configurations and text, further improves flexibility and overall efficiency.

Botree Reporting Features

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About the Author

Dilipkumar

Dilipkumar

Senior Product Marketer

Meet Dilipkumar, our in-house Product Marketer with an engineering background and hands-on experience in Sales and Marketing. His product expertise and market insights help craft effective go-to-market strategies for our cutting-edge products. Off work, he enjoys playing badminton and taking long drives to catch sunsets by the beach or in the mountains.

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