Platform / Field Force

Know who's visiting whom, every day.

Beats, retailer assignments, and visit history run in the same system as orders and collections — so field activity isn't a separate report someone has to chase down.

What's included

  • Beat (route) creation, with retailers assigned and ordered within each beat
  • Weekly and daily visit scheduling, with visit logging and history
  • Salesman attendance and cash handover tracking
  • Staff-to-territory and staff-to-retailer assignment records
  • AI-assisted territory recommendations — day distribution and salesman assignment suggestions

Why it matters

A beat plan that isn't connected to actual orders and collections is just a schedule. Because field activity here feeds the same system as sales and finance, a missed visit or an underperforming territory shows up where your team is already looking.

See field force management in action.

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