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Gift Distribution System

by
Odoo

200.22

v 17.0 Third Party
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Lines of code 10957
Technical Name rcs_gift_distribution_management
LicenseAGPL-3
Websitehttps://www.reliution.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Contacts (contacts)
Discuss (mail)
Purchase (purchase)
Invoicing (account)
Inventory (stock)
Lines of code 10957
Technical Name rcs_gift_distribution_management
LicenseAGPL-3
Websitehttps://www.reliution.com

Gift Distribution Management

The Gift Distribution Management System is a comprehensive Odoo application designed for banks, cooperatives, and other large organizations that distribute gifts to their shareholders or members. This software eliminates the logistical challenges of large distribution campaigns by providing a structured, trackable, and multi-user platform. From the initial gift request by a member to the final delivery by a courier, every step is managed and recorded within a secure system. The module ensures that gift distribution is efficient, transparent, and error-free, giving the administrator complete control over the entire process.

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Hot Features


Multi-Level User Roles:

Pre-configured access levels for every user, including administrator login, officers, courier services, the delivery person, and members/shareholders.

Multi-Branch Management:

Centralise and manage gift distribution logistics across all your organisation's branches from a single interface.

Member Request Portal:

Allows members and shareholders to submit a gift request directly through the system using their account ID.

Approval Workflow:

A systematic process where an administrator or officer can review each form submission and request approval or reject it.

Centralised Record Keeping:

Maintain a detailed record of every request, approval, and delivery status, preventing issues like "gift not received" or "delivery failed".

Automated SMS Delivery Confirmations:

Automatically sends an SMS text message to members once their delivery order is completed.

Configurable Settings:

The system administrator can easily configure core app settings like OTP expiration and delivery timelines.

Detailed Features

Secure & Role-Based Login Access: The application provides unique login access for every stakeholder in the distribution chain. This ensures that users only see the information and functions relevant to their role, from the shareholder making a request to the delivery person updating the parcel status.
Effortless Gift Request Submission: Members can easily log in to their portal and fill out a simple form to request their gift. The system can validate the request against their shareholder ID, ensuring that only eligible individuals can make a form submission.
Robust Approval System: All incoming requests are queued for review by authorized personnel, such as officers or the system administrator. They can view all necessary address details and member information to approve or reject the request, ensuring complete control over the distribution process.
Automated SMS Confirmations on Delivery: To enhance communication and provide peace of mind, the system can send an "automatic confirmation SMS Text Message when Delivery Orders are done". This feature, once enabled in the Inventory settings, keeps your members informed the moment their gift is successfully delivered.
Centralized Multi-Branch Management: The application is built to support organizations with multiple locations. The administrator can oversee and manage the entire gift distribution process across all branches from a single, unified dashboard. This ensures consistent policy enforcement, streamlined logistics, and accurate, consolidated reporting for your entire network.
Real-Time Tracking & Dashboard: The system includes a live dashboard that shows the current status of all gift requests and deliveries in one place. Administrators and managers can instantly monitor pending, approved, completed, or failed deliveries, ensuring quick action and full visibility across all branches.

Set-Up & Configuration

Getting started with the Gift Distribution Management involves a two-part configuration:
Part 1: Disable, Enabled SMS Notifications
1. First, activate the app from the Odoo apps module.
Then, navigate to the Settings menu and select Inventory, and Scroll down to the Shipping section.
Enable the SMS Confirmation option to "Send an automatic confirmation SMS Text Message when Delivery Orders are done". This ensures members are notified upon successful delivery.
Part 2: Configure App-Specific Settings
Next, navigate to
Settings >> General Settings
and, under the Users & Companies menu, select Companies.
Open your company's record to view its settings.
Click on the General Details tab.
Configure the following fields as required:

Otp Expire Time minutes: Set the time limit in minutes for OTP validity.
Gift request delivery day: Define the standard number of days allocated for
gift delivery after a request is made.

Work Flow

The app's workflow is tailored to each user's role:
Member/Shareholder: The user logs in and submits a gift request, providing their membership details and delivery address.
Administrator / Officer: The officer receives a notification for the new request. They review the member's eligibility and click to request approve or reject the submission.
Logistics Manager: Upon approval, the request moves to the logistics phase. The manager assigns the gift parcel to a courier service or a specific delivery person.
Courier / Delivery Person: The delivery agent logs in to view their assigned deliveries. They update the status in real-time, marking the parcel delivery as completed, failed, or rescheduled. The system keeps a complete record of this process.
A Tailored Experience for Every User

The workflow and interface are uniquely designed for each user role. To fully understand the powerful capabilities and see how the system can be adapted to your organization's specific needs, we invite you to request a personalized demo.

Industry-Specific Use Cases

Banking & Financial Institutions:
Manage the annual distribution of diaries, calendars, or other corporate gifts to high-value customers or shareholders, ensuring a secure and trackable delivery system
Cooperatives and Credit Unions:
Streamline the distribution of dividends, benefits, or seasonal gifts to a large member base, using the membership card for verification and approval.
Publicly Traded Corporations:
Efficiently handle the logistics of sending shareholder perks or corporate gifts, enhancing investor relations through a well-managed large distribution program.
Large-Scale Retail Loyalty Programs:
Manage the distribution of exclusive gifts for premium members, separating the logistics from standard sales and ensuring a high-quality customer experience.
Clubs and Associations:
Automate the process of sending welcome kits, anniversary gifts, or exclusive merchandise to members, ensuring every member's request is properly recorded and fulfilled

Frequently Asked Questions (FAQs)

Yes! The app is ideal for any co-operative, corporation, or association that needs to manage a large distribution of gifts or benefits to its members.

Members use their dedicated login access to fill out a simple form submission, which is automatically linked to their membership card or account ID for verification.

Absolutely. The delivery person can update the status as "delivery failed," allowing the administrator to take corrective action and maintain an accurate record.

Yes, if you enable the SMS Confirmation feature in the Inventory settings, an automatic SMS will be sent when the delivery order is completed.

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