Beats, visits and the salesman's day with km claim
Each salesman gets his beats and their days. He starts the day in the app with a photo, checks in at shops against their pin, and ends the day. With SmartMy HRMS the kilometres can be claimed.
PLANSFrom Growth
The problem it solves
- Beat plans live on paper, and nobody knows which shops were skipped.
- A salesman's day is whatever he says it was, and visits are marked from the tea shop.
- Travel claims are typed from memory at the end of the month.
How it works
- Set up beats under Configuration > Places and Field Work > Areas and Beats: the salesman and the weekdays. Each dealer and retailer has its beat and a Visit Order.
- In the morning the salesman presses Start day in the app. It takes his place and a photo; the first time, it asks his consent.
- Today lists the shops of today's beats in visit order, marked visited or not. Directions opens the unvisited shops on Google Maps.
- At each shop he checks in with an order, a collection or No order with a reason. The visit keeps the place and a photo.
- A visit checked in more than 300 metres from the shop's pin is marked Away From the Shop, and the area manager is told.
- While the day is on, the app records his place every 5 minutes, also in the background. A day left open is closed after midnight.
- On an ended day he presses Claim travel and picks two-wheeler or car. With SmartMy HRMS the kilometres go on his expense claim.
Everything it does
Beats
- A beat has its Beat Salesman and the weekdays it is Visited On
- Dealers and retailers carry their beat and a Visit Order (lowest first)
Visits
- Salesman, party, beat, time, place, photo, notes, and the order placed
- Outcome: Order, Collection, Order and Collection, No Order
- Why No Order: Has Stock, Shop Closed, Owner Away, Price, Buys a Competitor, Other
- Metres From the Shop and Away From the Shop on each visit
- Field Sales > Visits opens on today; filters No Order and Away From the Shop
The salesman's day
- Start and end with time, place and photo; one day per salesman and date
- Places recorded only between start and end; the server refuses others
- Android shows the notification Working day on; iPhone shows the blue location indicator
- Distance from the recorded places; places rougher than 200 metres are not counted
- Open Route draws the day on Google Maps
- Places are deleted after 90 days; the day and its distance stay
Travel claim (with SmartMy HRMS)
- Once per ended day that has a distance
- Two-wheeler or car, at the rate per km of the HR travel policy
- A line on the salesman's draft claim Beat travel for the month, approved in SmartMy HRMS
- Start day and End day are the attendance punch when HR allows phone attendance; a refused punch stops the day
Reports
- Reports > Sales > Salesman Productivity: calls, productive calls, strike rate, lines per call and order value
- Field Sales > Salesman Days: start, end and km, filters Today and Working
- On Scale, the control tower alerts on a salesman with 2 or more visits away yesterday
Who uses it
SalesmanStarts and ends the day, follows the beat, checks in at shops and claims travel.
Area ManagerSees the team's day and routes, and is told of visits away from the shop.
Distribution AdministratorSets beats, their days and salesmen, the visit order and the day settings.
Where you use it
- Web: Distribution > Field Sales > Salesman Days and Visits, Reports > Sales > Salesman Productivity
- Configuration: Distribution > Configuration > Places and Field Work > Areas and Beats, and Settings > Salesman Day
- The SmartMy Distribution app: Today, check-in, My days, Team for area managers (built and in testing, not in the app stores yet)
- With SmartMy HRMS: the travel claim and attendance in SmartMy HRMS; leave and sending claims stay in the SmartMy HR app
- Not on the web: the day is started and ended only in the app
What you control
Settings
- Record the place every: 5 minutes (0 records only at start, end and visits)
- Visit away from the shop: 300 metres
- Keep salesmen's places for: 90 days
- Each beat: its salesman and weekdays; each party: its Visit Order
Approvals
- Expense claims with the beat travel go through the SmartMy HRMS expense approval as usual
Notifications
- Visit Away From the Shop: to the manager of the shop's area, in the app and as a phone notification, at once
Works with
SmartMy HRMSStart day and End day as the attendance punch from the phone, and the day's kilometres on the expense claim at the policy's rate.
Questions
Is the salesman tracked after work?
No. Places are kept only between Start day and End day; the server refuses any others. A day left open is closed after midnight at its last place.What if he checks in from far away?
A visit more than 300 metres from the shop's pin is marked away and the area manager is told. The distance is a setting.Can he claim travel without SmartMy HRMS?
No. Claim travel needs SmartMy HRMS expenses. Without it you still see each day's kilometres on Salesman Days.Does the route plan the best order of shops?
No. Shops follow the Visit Order you set on each party. The directions button opens them in that order on Google Maps, up to 10 shops.Related features
DEALERSDealers and retailers by area and beatEvery dealer and retailer sits in your own map of the market: region, area and beat, each with its manager. A retailer is linked to the dealer that serves it, and each dealer carries its group, salesman, status and credit days.RETAILERS AND FIELD SALESCollections and targets for salesmenSalesmen record cash, UPI and cheques collected at the shop; the office marks each one received and books it as a payment against the dealer. Monthly targets by value, for a salesman or a dealer, show what is achieved from confirmed orders.RETAILERS AND FIELD SALESOutlet classes and outlet reachEvery month your retailers are ranked by 90 days of sales into classes A, B and C, each with its own visits a month. Outlet Reach shows which retailers are active, lapsed, never bought or new.LARGE NETWORKSThe salesman app, also offlineThe SmartMy Distribution app for Android and iPhone runs the salesman's day: the beat, visits, orders, collections, forms and new retailers. On Scale it keeps working without signal and sends what was done, in order, when the phone is back online.RETAILERS AND FIELD SALESIncentives, leaderboard and team broadcastsIncentive slabs turn the share of target a salesman achieves into an incentive and points, and a leaderboard ranks the team every night. Managers send messages to all salesmen and dealers, and get the team's day every evening.LARGE NETWORKSControl tower alertsEvery morning SmartMy Distribution checks the network and raises alerts for the right area manager. Dealers not ordering, retailers who stopped buying, stock-outs, late dealer figures, salesmen without visits or away from the shops. The manager closes each one as Dealt With.
See your market on it.
Tell us how many dealers and salesmen you have, and how orders and claims reach you today. We will set up your dealers, price lists and beats with you.