Sales Man

The salesman dashboard, customer mapping, shop visits, fuel allowance, travel history, and incentives.

11 articles

Find your way around the Sales Man menu, and use the dashboard to see sales, outstanding, visits, and deliveries for your field team.

Assign customers to your salesmen and team leaders, and see how many customers each one looks after.

See the shops each salesman visited on a day, with time, purpose, photo, and duration.

Track and approve salesmen's daily fuel claims, checked against the distance recorded by GPS.

See the route each salesman travelled on a day on a map, with a timeline of their visits.

Set volume or value targets for a salesman over a period, and keep a list of incentives.

See the money each salesman collected from customers on a day.

Record stock-takes of what is on a customer's shelves, and see what has sold since the last count.

See how long each delivery challan has been open, how much has been invoiced or returned, and the sell-through.

Settle a dealer's open delivery challans, one dealer at a time.

A salesman's daily plan — which shops to visit today and why, plus other shops to visit if time allows.