Operations

Van Sales

Your salesmen sell from the van with a phone app; the office sees it all.

Illustration of a sales van driving a route between shops, a salesperson with a tablet and cash collections.

What it does

Load stock into a van warehouse, plan routes and customer visits, and let the salesman sell, take returns and collect payments on a mobile app. At the end of the day the van is settled against stock and cash.

Key features

Before the trip

  • Van load from a warehouse
  • Routes and visit plans
  • Customer price lists and credit limits

On the road

  • Mobile van app for sales and returns
  • Collections against open invoices
  • Visit outcomes

After the trip

  • Van unload and stock check
  • Cash and collection settlement
  • Variance follow-up

Screens from this module

Real screens, shown with sample data.

How it works

  1. 1

    Load the van

  2. 2

    Visit customers on the route

  3. 3

    Sell, take returns and collect

  4. 4

    Settle stock and cash

Reports & dashboards

  • Sales by route, van and salesman
  • Visit performance
  • Collections and settlement variance

Who uses it

Related modules

  • Sales documents

    Quotations, orders, deliveries, invoices, returns, credit notes, salesmen and targets.

    Sales & POS
  • Delivery Management

    Plan trips, assign drivers and vehicles, track live and capture proof of delivery.

    Operations
  • Inventory

    Multi-warehouse stock, transfers, consumption, adjustments, batches, serials and expiry.

    Supply chain
  • Accounting

    Chart of accounts, journals, payments, cheques, cost centres, budgets and statements.

    Finance

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