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.
