SFA App – Sales Force Automation Software for Distribution Teams
Convert Every Field Visit Into Order
Plan beats, capture orders offline, collect payments securely, validate every visit, and sync everything with your ERP in real-time.
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Why Your Distribution Business Needs a Field Sales App
Field sales operations are the backbone of your distribution engine, but without a connected system, you lose visibility, efficiency, and cash flow.
Our SFA Software for Distribution unifies field operations to management insights, giving your team the tools to operate faster, smarter, and with complete accuracy at scale.
Outcomes you achieve
Higher visit-to-order conversion
Faster order-to-cash cycle
Strong beat & route compliance
Better scheme execution
Increased field productivity
Real-time visibility for Managers and Leaders
The Smart SFA App Flow: Plan → Execute → Analytics/AI
PLAN
Create beat plans & Apply visit frequency
Add Stores by Priority
Route optimisation for territory planning
Sync Beats to Mobile App
EXECUTE
Visit check-in with GPS & photo
Order capture with price
Apply schemes & discounts
OTP-secured advance & payment collection
Analytics/AI
ERP sync for orders, receipts & claims
Agent Dashboard to Track their Activity
Manager dashboards with KPIs
Alerts for deviations, collections & performance
SFA Modules – A Complete Suite for Field Sales Management Software
A modular, scalable field execution platform with all the essential functions your distribution business needs in Sales Force Automation Software.
Retailer Profile
Everything your sales team needs to know about a retailer in one screen.
Capabilities:
Order history & buying patterns
Scheme eligibility
Visit status & coverage tracking
Claims & returns history
Map-based navigation with beat alignment
Order Management
A fast, offline-first ordering system built for retail-heavy markets.
Capabilities:
Order capture
Apply schemes, combos & BOGO
Customer-specific price lists
Order PDF & instant invoicing
ERP-synced orders
Collections & Finance
Ensure accurate, fraud-free, fully traceable payment capture.
Capabilities:
OTP-verified collections
Multi-order reconciliation
Settlement summary for finance
Mismatch/discrepancy alerts
Real-time ERP posting
Visit & GPS Validation
Enhance transparency and eliminate field compliance issues.
Capabilities:
Visit check-in/out with timestamp
Photo proof of Visit
Missed Visit Report
Daily sales report (DSR)
Beat & Route Planning
Plan smarter to maximise efficiency and coverage.
Capabilities:
Territory-based beats
Route optimisation for the Sales Team
Frequency-based visit planning
Beat assignment & compliance analytics
Schemes & Pricing
Reduce pricing errors and improve scheme execution.
Capabilities:
Price list management
Slabs, combos, BOGO & coupons
Scheme eligibility alerts
Scheme performance analytics
Claims & Returns
Streamline returns and claims with clear workflows.
Capabilities:
Photo-based claims
Expiry/damage workflow
Reason-coded returns
ERP-level sync for adjustments
Reporting & Analytics
Intelligence for every business leader.
Capabilities:
Leadership dashboards
Sales, beat, coverage & trend insights
Collection vs target
Product analytics
Gamification & Performance
Motivate field teams and increase app adoption.
Capabilities:
Daily/weekly leaderboards
Beat completion score
Sales target progress bars
Team-wise performance
ERP & DMS Integration
Seamless connectivity to your backend systems.
Capabilities:
Stock, pricing, customer & item sync
Orders, payments & returns posting
API-based architecture
Error-handling & retry engine
Supports ERPNext
Empower Your Sales Team With Smarter Field Sales Tracking Software
Let’s help your team sell smarter, faster, and with complete visibility.
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HR Management Module Built for Field Sales Teams
A field-ready HR suite embedded inside the Field Sales Management App, designed to manage mobile workforces with accuracy, compliance, and zero manual paperwork. Every HR activity, from attendance to expenses, is captured in the same system that drives your daily sales execution.
Check-In & Check-Out
Guarantee authentic attendance for reps who start their day directly in the field.
Capabilities:
Geography-based check-in/out to verify rep location
Selfie proof to prevent proxy attendance
GPS-stamped timestamps for every shift
Attendance is directly tied to Checkin-Checkout
Attendance Management
Capture true attendance based on actual field movement, not office swipes.
Capabilities:
Daily logs with a GPS trail of visits
Auto-attendance from completed store visits
Sync with holiday calendar & leave records
Automatic attendance summary for payroll
Leave Management
Reps can manage leave without disrupting route planning or daily coverage.
Capabilities:
Apply for leave directly through the SFA app
Upload documents (medical, personal, etc.)
Manager approval workflow integrated hierarchy
Live leave balance visibility
Expense Claim Management
A fast, mobile-first system to submit and approve expenses connected to routes.
Capabilities:
Submit travel, food, lodging & field expenses
Upload bill and receipt photos instantly
Manager approval aligned with the territory hierarchy
ERP posting for reimbursement
Three Operational Journeys: End-to-End Coverage in SFA Software for Distribution
Your distribution network may operate through multiple sales routes: Primary Sales, Secondary Sales, and Van Sales.
The SFA Software for Distribution is designed to support all three journeys seamlessly, ensuring every order path is efficiently executed, accurately recorded, and perfectly synced with the ERP.
Primary Sales Management
For Distributor-Level Bulk Ordering & High-Volume Fulfilment
Primary sales focus on supplying products to distributors or super-stockists. This journey requires strong coordination between the field team, distributor, and ERP.
How SFA supports Primary Sales:
Distributor Order Capture
Keep your data protected with secure, role-based access for every team member. Track activities to maintain transparency and prevent unauthorised actions.
Scheme-Driven Bulk Orders
Apply slab discounts, combos, BOGO, or volume-based schemes to encourage larger orders and ensure accurate promotional billing.
ERP-Confirmed Fulfilment
Orders sync instantly with ERP, triggering stock allocation, dispatch planning, and invoice generation. Sales representatives and distributors get real-time status updates on order approval, picking, packing, and delivery.
Distributor Performance Analytics
Track sales by distributor, order frequency, payment habits, and scheme utilisation to improve planning and forecasting.
Outcomes:
Faster primary order cycles, fewer pricing errors, and stronger distributor relationships.
Secondary Sales Management
For Retailer-Level Order Execution & Route-Based Selling
Secondary sales focus on reaching retailers across beats and routes. Accuracy, coverage, and visit discipline play a crucial role in this regard.
How SFA supports Secondary Sales:
Retailer-Level Order Capture
Sales Team quickly capture retailer orders with access to price lists, schemes, item availability, and SKUs.
Route-Wise Frequency & Beat Compliance
Representatives follow their assigned beat plan, ensuring timely visits. The app tracks coverage, missed visits.
Outlet Analytics & Insights
Retailer view helps representatives understand order trends, outstanding payments, scheme eligibility, order frequency, and potential opportunities.
Secondary Sales Visibility
Managers can track outlet performance, route efficiency, store-wise sales trends, and demand patterns to refine market strategy.
Outcomes:
Stronger market execution, increased order volumes, and consistent retail coverage.
Van Sales Management
For On-Spot Selling, Mobile Invoicing & Immediate Collection
Van sales involve selling directly from a stocked vehicle, making it essential to have real-time inventory, quick billing, and secure payment workflows.
How SFA supports Van Sales:
Real-Time Vehicle Stock Management
The app maintains a live stock of the van, updating quantities as sales, returns, and adjustments are made.
Instant Invoicing & Receipts
Reps generate invoices on the spot with applied prices, schemes, and taxes. Printed or digital copies can be shared immediately.
On-the-Spot Collections
Accept payments instantly. The system supports OTP verification for secure settlement.
Returns & Exchanges
Damaged or expired goods can be returned on-site with photo proof.
Route-Based Selling
Combine van sales with beat plans to create an optimised route for clearing stock and serving high-demand zones.
Outcomes:
Faster order closure, real-time revenue capture, and high retail service availability.
Field Sales App for Leadership, Managers, and Field Sales Teams
Business Owners & Leadership
Gain real-time visibility into sales, collections, and coverage across all territories — enabling faster decisions, tighter financial control, and measurable business growth.
Director of Sales & Sales Manager
Monitor beat compliance, rep productivity, distributor performance, and scheme execution through powerful dashboards. Improve team discipline and market execution effortlessly.
Field Sales Executives & Territory Officers
Work smarter with a simple, mobile-first tool that lets reps plan their day, capture orders offline, collect payments securely, and complete visits with ease.
Van Salesmen & Route Sales Teams
Perform instant billing, manage van stock in real time, adjust returns on the spot, and close transactions faster, all from a single app.
Finance & Accounts Teams
Get accurate, real-time visibility of collections, outstanding payments, reconciliation status, and financial postings synced directly with ERP, minimising manual errors.
IT, ERP & Digital Transformation Teams
Deploy a secure, scalable, API-driven SFA solution that integrates seamlessly with ERPNext and other systems. Ensure data accuracy, system reliability, and governance compliance.
HR & Admin Teams
Automate attendance, leave approvals, expense claims, and payroll inputs for field staff, reducing paperwork and improving compliance.
Distributors & Channel Partners
Enhance retail coverage, scheme execution, and order accuracy. Get greater visibility into their territory’s performance through consistent field visits and actionable insights.
The ROI Advantage of Using an SFA App
Companies using this SFA achieve:
50%
faster order capture with App
25%
higher beat completion through optimised routing
30%
fewer pricing and scheme errors
40%
improvement in collection accuracy
Business Scenarios Powered by the Field Sales Management App
The Field Sales Management App is built to support key field operations that drive sales, improve execution, and strengthen market presence. Here are the most impactful use cases your sales and distribution teams can execute effortlessly.
New Launch Execution
Ensure new products reach priority territory with complete visibility and disciplined execution.
Outcomes
Faster availability, better placement, higher launch success.
Scheme Rollout & Performance Tracking
Deploy new schemes instantly and ensure they are applied accurately during order capture.
Outcomes
Higher scheme adoption, zero billing errors, better ROI on promotions.
Beat Expansion & Market Penetration
Discover new stores, expand market coverage, and optimise beats for maximum reach.
Outcomes
Increased numeric distribution, better coverage efficiency, and lower travel cost.
Van Sales Clearance & Mobile Invoicing
Sell directly from the vehicle with real-time stock, instant billing, and quick payments.
Outcomes
Faster stock liquidation, improved van utilisation, and higher revenue from hotspot routes.
Survey Execution & Market Intelligence
Gather accurate in-store insights with configurable surveys and photo capture.
Outcomes
Better decision-making and deeper competition insights.
Distributor-Wise Retail Coverage
Track coverage gaps, distributor performance, and store-level execution across territories.
Outcomes
Improved distributor control, higher coverage %, stronger retail presence.
Enterprise Security & Compliance for Field Sales Employee Tracking App
Role-Based Access Control (RBAC)
Device-Level Session Management
Secure & Tamper-Proof Audit Logs
Enterprise-Grade IT Compliance
Before vs After: How Field Sales Management Software Transforms Sales Execution
Before Using SFA (Manual / Traditional Process)
Order CaptureManual entries, pricing mistakes, and slow order-taking
Beat Planning & CoverageUnplanned routes, missed visits, poor coverage
Sales ProductivityLow visibility, inconsistent performance
Collections & OutstandingDelayed payments, disputes, and no real-time visibility
Scheme ExecutionMisuse, wrong application, revenue loss
Attendance & Visit TrackingProxy attendance, no GPS validation
Claims & ReturnsNo documentation, slow approvals
Merchandising ExecutionNo photos, no retail visibility
Van Sales OperationsManual billing, inaccurate van stock
Reporting & MISManual Excel reports, delayed updates
Distributor VisibilityLimited insight, low accountability
Decision MakingWithout Clear Insight
Managerial WorkloadManual follow-ups, paperwork
After Implementing SFA(Automated & Insight-Driven)
Order CaptureFast offline orders, zero pricing errors, automated schemes
Beat Planning & CoverageOptimised beats, higher coverage, 90%+ visit compliance
Sales ProductivityStructured workflows, gamification, 20–35% productivity lift
Collections & OutstandingOTP-verified payments, instant ERP posting, reduced DSO
Scheme ExecutionAuto-applied schemes with accurate discounts and tracking
Attendance & Visit TrackingGeo-tagged check-ins, visit proof, real-time route replay
Claims & ReturnsPhoto-based claims, automated workflows, ERP-synced adjustments
Merchandising ExecutionShelf audits, photo proofs, OOS tracking, compliance monitoring
Van Sales OperationsReal-time stock, instant invoicing, on-spot collections
Reporting & MISReal-time dashboards for CEO/COO/Sales Managers
Distributor VisibilityOutlet-wise analytics, performance insights, coverage tracking
Decision MakingData-driven insights with KPI dashboards
Managerial WorkloadAutomated DSRs, auto-sync data, reduced admin tasks
Transform field sales execution with a Field Sales App designed for enterprise-grade control and results.
Frequently Asked Questions (FAQs)
What is the SFA App, and how does it help my field sales team?
The SFA App is a mobile tool that helps field reps plan beats, capture orders, track visits, collect payments, and report activities in real time. It simplifies daily tasks, reduces manual work, and gives managers full visibility into field performance.
Can the Sales Force Automation Software for Distribution integrate with ERPNext?
Yes. The platform supports ERPNext for orders, pricing, stock, collections, and customer sync.
How secure is the Field Sales App for field operations?
The app uses role-based permissions, device session control, GPS validation, encrypted communication, and tamper-proof audit logs to prevent misuse.
Can we manage schemes, discounts, and pricing by the SFA Software?
Yes. Schemes (slabs, combos, BOGO, coupons), price lists, and customer-wise pricing are auto-applied during order capture.
Does the Sales Force Automation Software support OTP-based payment collection?
Yes. Payments are validated through OTP to eliminate disputes and ensure secure collection.
Can field reps capture orders in the Field Sales Tracking Software without internet?
Yes. Offline order capture is one of the core features. Reps can complete full orders with pricing, schemes, and stock checks offline.
Does the SFA App support van sales and instant billing?
Yes. The Van Sales Module includes real-time van stock, instant invoicing, on-spot collections, and returns processing.
How does the 360° Retailer Profile help the Field Sales Team?
Reps get complete retailer insights, order history, scheme eligibility, recommended SKUs, visit history, claims, and merchandising data to improve conversions.
Can managers monitor field performance in real time via the Field Sales App?
Yes. Managers get dashboards for sales, coverage, collections, productivity, beat adherence, and KPIs in the Field Sales Management App.
Does the SFA app support HR workflows like leave, expenses, and salary slips?
Absolutely. The HR Module allows reps to apply for leave, submit expenses, check approvals, and download salary slips directly from the app.
How does gamification improve Field performance?
Leaderboards, beat scores, and progress bars motivate reps, increase app usage, and improve sales productivity.
Are claims and returns supported within the Field Sales Tracking Software?
Yes. Reps can submit photo-based claims, damage/expiry returns, and track approvals synced with ERP.
What devices and platforms does the Sales Force Automation Software support?
The app works on all modern devices and supports web dashboards for managers.
How is distributor-level coverage tracked in Field Sales App?
The system shows visit coverage, outlet gaps, order patterns, and distributor-wise performance across territories.
Is training provided for Field Staff and managers of the SFA App?
Yes. We provide onboarding training, video tutorials, and a help guide to ensure smooth adoption.
