Plan the beat, capture the order at the counter, close the drop and collect the money — with the depot seeing every one of them as it happens. Geofenced capture, staff movement on a map and shop outstanding on one system the office and the van share.
What it does
Not a CRM with a mobile view bolted on. The catalogue, the beat and every shop balance are already on the phone, so the screens open instantly — and an order is on your system the moment the salesperson presses Save.
An order reaches your system before the salesperson leaves the counter, or they are told it did not — while the shopkeeper is still standing there. Nothing is held on a handset waiting for signal, so what the depot sees at 6pm is what was actually taken.
An order can only be taken within a set distance of the shop, and that distance is stored with it. GPS needs no network of its own, so the check is as reliable as the fix — and you get an audit trail proving the visit happened.
What a shop owes shows on the beat list and again on the order screen — before the basket is built, not after. Ageing buckets and per-shop credit limits turn accumulated credit into something somebody can act on.
A daily drop list per person and vehicle. Mark delivered, failed or partial; collect split cash, UPI or credit at the door. The UPI QR is generated on the device from your VPA, so there is no card machine and no third party in the middle.
Expired stock, damage in transit, half a crate refused. Capture it at the door with per-line quantities; a manager approves before any credit note is raised, because returns are a fraud surface.
Fixed weekly routes with shops in call order, an advisory push-list of SKUs to raise at each stop, and a movement map so a manager can see the day as it actually happened. Tracking is off until you switch it on, and you choose which people it applies to.
The day
The device pulls the catalogue, prices, today's beat, every shop balance and every assigned drop in one round trip. That is what the screens read from all day, so none of them waits on the network to show you something.
Take orders inside the geofence, register new shops, deliver, collect, accept returns. Reading is instant because it is local; saving goes to your system there and then, so a rep is never told an order is in when it is not.
Every order, drop and receipt is on the board as it happens. Records carry a client-generated id, so a flaky connection costs a second attempt — never a duplicate order or a double-billed shop.
Who uses it
The tab set follows the role, so nobody scrolls past screens that aren't theirs.
Today's beat, register shops, take geofenced orders, see what each shop owes before quoting.
The day's drops, mark delivered or short, collect split payment, take returns at the door.
Build beats, assign vans, approve returns, chase outstanding by route or by person.
Catalogue and rates, staff and vehicles, payment configuration, tenant branding.
White-labelled per distributor — your name, your icon, your colours, one codebase and one release pipeline.
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