Field Sales & Distribution
Sales reps, sales routes, order taking, stock, distribution, dealers and sales KPIs: field sales that can be planned and measured.
- Related software
- 5
- Related modules
- 11
- Key processes
- 3
About this solution
Sales in the field, data at the center
The rep takes the order on the route, the warehouse loads it, distribution delivers it and finance collects; MegaPardaz keeps all four steps linked to one order and one customer.
- The sales manager sees where each rep went today, what they sold and how much they collected.
Key challenges
Rep performance is unknown
Route coverage and visit outcomes are not recorded.
Orders without stock
Orders are taken that the regional warehouse cannot fulfil.
Weak collection
Small customers’ receivables pile up along the routes.
Late sales KPIs
Daily sales reports are compiled by hand and late.
The MegaPardaz approach
Customers and routes in CRM
Each route’s customers and visit history in the customer record.
Orders against real stock
Sales orders are checked against multi-location inventory.
Rep missions and performance
Each rep’s mission, attendance and sales in one report.
Key processes
Order taking
- Customer visit
- Order entered
- Stock and credit check
- Approval
Distribution
- Loading from warehouse
- Route delivery
- Handover
- Invoice
Collection
- Invoice
- Route follow-up
- Cash or cheque collected
- Settlement
A real-world scenario
The rep has today’s route in a recorded mission; they enter customer orders, the system flags out-of-stock items immediately and, at day’s end, their sales, collections and route coverage appear on the sales dashboard.
Dashboards and reports
- Daily sales by rep and route
- Sales target achievement
- Route customer coverage
- Route receivables and collections
- Regional warehouse stock
Automation and workflow
Stock and credit control
Orders beyond stock or credit limit are held.
Receivable alerts
Customers with overdue debt are flagged to the rep.
Daily reporting
Rep performance updates without manual reports.
Cross-department integration
Sales and inventory
Orders reserve regional warehouse stock directly.
Sales and finance
Invoices and collections post to the customer account.
Sales and HR
Rep missions and attendance feed payroll and commission.
Security and access
- Reps see only customers on their routes
- Discount approval by access level
- Audit trail for price and order changes
BI and AI
- Sales KPIs by rep and route
- Route demand forecasting
- Customer visit-priority suggestions with human approval
Operational benefits
- Accurate orders against real stock
- More regular collection
- Faster order delivery
Management benefits
- Measured performance for every rep and route
- Data-based decisions on routes and sales staff
- Credit-risk control for small customers
Who it is for
- Field distribution companies
- Consumer-goods manufacturers with field sales forces
- Trading companies with rep networks
Sales manager: Sees rep and route performance daily.
See this solution on your organization’s real scenarios
We run a demo session based on your organization’s actual processes.
Request a DemoTalk to the MegaPardaz sales team about plans, deployment and pricing.
Contact Sales