Field Sales and Distribution All in One with Routes and GPS

Field Sales and Distribution All in One with Routes and GPS. Beat plans, GPS check-in inside the shop's fence, shelf count, stamped photos, orders on the phone, check-out - and a route compliance report the supervisor reads on Monday. What did not add up is flagged on the visit: a check-in far from the shop, a different phone, two minutes in the shop, a visit nobody planned. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month.

This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. In the next few minutes: field sales and distribution all in one with routes and gps, then what you get, then setting up, then the rep's day, then without a signal. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Field Sales then My Day then Visits then Route Compliance.

Field Sales and Distribution All in One with Routes and GPS. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month. This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. What you get Outlets: contacts with a channel, a class, a territory, a pin on the map, a check-in fence, a credit limit, an assortment.

Routes: a rep's day - the outlets in the order they are driven, on a weekday, every week, two or four. Tonight's job plans tomorrow. My Day on the phone: the visits in order, targets against the day so far, and the six steps at each shop - the shop's card, check in, shelf count, stamped photo, order, check out. A shop not on the route can be added and is marked as such.

Flags, not walls: a check-in outside the fence, poor GPS accuracy, a phone that is not the rep's usual one, a visit outside working hours, under two minutes in the shop, a visit nobody planned - each written on the visit for the supervisor. Route compliance: one line per rep per day - planned, visited, skipped, missed, off-route, compliance, strike rate, orders, revenue, minutes in shops, kilometres between check-ins, flags, targets. Odoo's own sales orders, on the outlet's pricelist, linked to the visit and the route. Money and goods at the counter: collect cash, a cheque or a transfer reference against the shop's open invoices and print an 80 mm receipt; take back damaged, expired, unsold goods and empties as a draft credit note at the price the shop paid.

Cases and units: a product sold by the case of 6, 12 or 24 is ordered by the case, by the unit or both. Setting up. Outlets. Any contact with Is an Outlet ticked, on its Field Sales tab: channel, class (A, B, C), territory, latitude and longitude (the pin the check-in is measured against; the Geolocalize module fills them from the address), the check-in fence in metres, a credit limit (0: none), and the assortment - the products the shelf count asks about.

Routes. A name, the rep, the weekday, the rhythm (every week, every two weeks, every four weeks, counted from a date), and the stops in driving order. Plan Today creates today's visits at once; the nightly job plans every route for tomorrow and closes yesterday's numbers. The rep's day.

Field Sales ▸ My Day on the phone. The top shows visits made against the target, orders, revenue and route compliance so far; below, the visits in route order, done ones greyed. A shop not on the route: search it at the bottom and it is added, marked off route. The top also shows the month: revenue against the monthly target, and the focus products with the number of shops that bought each.

Nearest first reorders the shops still to visit from where the phone is (the last check-in when the phone gives no position); Route in Maps opens the next ten as one Google Maps trip. Without a signal. Basements, industrial estates, the countryside: the phone keeps working. The day is kept on the phone each time it is loaded; opened without a signal, My Day shows it as last seen, with a band saying so.

Check in, shelf count, photo, order, check out, skip done without a signal are kept on the phone, in order, and shown as done. The band counts them; they are sent by themselves when the signal returns (or with Send now). Collections, returns and survey answers are kept like the rest; the receipt is printed once they have reached the server. If an action cannot be applied when it arrives - the visit was reopened meanwhile, for instance - the phone says which one and why; the others are applied.

Every action kept on the phone carries its own key. If the signal drops after the server did the work but before the phone heard back, the phone sends it again and the server answers without doing it twice: no second order, no second shop. Add-ons. Three add-ons build on this app, each on its own: Trade Schemes and Display Programmes - promotions applied to the rep's order with a budget, and display programmes proved by photos.

Distributors - the shop's order becomes the distributor's to fill; the distributor's stock, cover and replenishment. Van Sales - load, sell and deliver from the van, collect cash, close the day. What the supervisor sees. Visits: every visit with check-in, minutes, distance from the outlet, orders and flags; filters for today, flagged, off-route, with an order; group by rep, day, outlet.

A supervisor can reopen a skipped or checked-out visit. Route Compliance: a line per rep per day. Planned is the route; visited, skipped and missed add up to it; off-route visits are counted apart. Compliance is planned visits made over planned; strike rate is visits with an order over visits made.

Kilometres are the straight lines between consecutive check-ins - not a GPS track, a plausibility figure. Pivot by week and territory; Compliance Under 80% filters the days to talk about. Uninstalling. Uninstalling removes territories, channels, routes, visits, shelf counts, photos and rep days, and the outlet fields on contacts.

Sales orders stay, without their link to the visit. 20.0.1.2.0 Built for Odoo 20: record rules and access rights rewritten onto Odoo 20's single ir.access model, the screens rebuilt on Owl 3, and every icon moved to the icon set Odoo 20 ships. 20.0.1.2.0 Collections on the route against open invoices, with an 80 mm receipt and posting to a journal per method. Returns, damaged goods and empties at the visit, as a draft credit note.

Sell by the case; monthly targets and focus products on the phone; surveys; nearest-first route order and a Google Maps trip; the product catalogue kept on the phone for searching without a signal. Now the part most videos leave out: what this does not do. Without a signal the phone keeps what was done for up to three days; clearing the browser's storage before the signal returns loses it. The position is what the browser reports.

A rogue app that fakes the phone's position cannot be detected from a browser; the fence, the accuracy, the phone and the times are the evidence, and they are for a supervisor to weigh. Trade promotions, distributor stock and van sales are separate add-ons. Kilometres are straight lines between check-ins, not a route track. The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours.

Links are in the description.

Field Sales and Distribution All in One with Routes and GPS. Beat plans, GPS check-in inside the shop's fence, shelf count, stamped photos, orders on the phone, check-out - and a route compliance report the supervisor reads on Monday. What did not add up is flagged on the visit: a check-in far from the shop, a different phone, two minutes in the shop, a visit nobody planned. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month.

This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. In the next few minutes: field sales and distribution all in one with routes and gps, then what you get, then setting up, then the rep's day, then without a signal. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Field Sales then My Day then Visits then Route Compliance.

Field Sales and Distribution All in One with Routes and GPS. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month. This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. What you get Outlets: contacts with a channel, a class, a territory, a pin on the map, a check-in fence, a credit limit, an assortment.

Routes: a rep's day - the outlets in the order they are driven, on a weekday, every week, two or four. Tonight's job plans tomorrow. My Day on the phone: the visits in order, targets against the day so far, and the six steps at each shop - the shop's card, check in, shelf count, stamped photo, order, check out. A shop not on the route can be added and is marked as such.

Flags, not walls: a check-in outside the fence, poor GPS accuracy, a phone that is not the rep's usual one, a visit outside working hours, under two minutes in the shop, a visit nobody planned - each written on the visit for the supervisor. Route compliance: one line per rep per day - planned, visited, skipped, missed, off-route, compliance, strike rate, orders, revenue, minutes in shops, kilometres between check-ins, flags, targets. Odoo's own sales orders, on the outlet's pricelist, linked to the visit and the route. Money and goods at the counter: collect cash, a cheque or a transfer reference against the shop's open invoices and print an 80 mm receipt; take back damaged, expired, unsold goods and empties as a draft credit note at the price the shop paid.

Cases and units: a product sold by the case of 6, 12 or 24 is ordered by the case, by the unit or both. Setting up. Outlets. Any contact with Is an Outlet ticked, on its Field Sales tab: channel, class (A, B, C), territory, latitude and longitude (the pin the check-in is measured against; the Geolocalize module fills them from the address), the check-in fence in metres, a credit limit (0: none), and the assortment - the products the shelf count asks about.

Routes. A name, the rep, the weekday, the rhythm (every week, every two weeks, every four weeks, counted from a date), and the stops in driving order. Plan Today creates today's visits at once; the nightly job plans every route for tomorrow and closes yesterday's numbers. The rep's day.

Field Sales ▸ My Day on the phone. The top shows visits made against the target, orders, revenue and route compliance so far; below, the visits in route order, done ones greyed. A shop not on the route: search it at the bottom and it is added, marked off route. The top also shows the month: revenue against the monthly target, and the focus products with the number of shops that bought each.

Nearest first reorders the shops still to visit from where the phone is (the last check-in when the phone gives no position); Route in Maps opens the next ten as one Google Maps trip. Without a signal. Basements, industrial estates, the countryside: the phone keeps working. The day is kept on the phone each time it is loaded; opened without a signal, My Day shows it as last seen, with a band saying so.

Check in, shelf count, photo, order, check out, skip done without a signal are kept on the phone, in order, and shown as done. The band counts them; they are sent by themselves when the signal returns (or with Send now). Collections, returns and survey answers are kept like the rest; the receipt is printed once they have reached the server. If an action cannot be applied when it arrives - the visit was reopened meanwhile, for instance - the phone says which one and why; the others are applied.

Every action kept on the phone carries its own key. If the signal drops after the server did the work but before the phone heard back, the phone sends it again and the server answers without doing it twice: no second order, no second shop. Add-ons. Three add-ons build on this app, each on its own: Trade Schemes and Display Programmes - promotions applied to the rep's order with a budget, and display programmes proved by photos.

Distributors - the shop's order becomes the distributor's to fill; the distributor's stock, cover and replenishment. Van Sales - load, sell and deliver from the van, collect cash, close the day. What the supervisor sees. Visits: every visit with check-in, minutes, distance from the outlet, orders and flags; filters for today, flagged, off-route, with an order; group by rep, day, outlet.

A supervisor can reopen a skipped or checked-out visit. Route Compliance: a line per rep per day. Planned is the route; visited, skipped and missed add up to it; off-route visits are counted apart. Compliance is planned visits made over planned; strike rate is visits with an order over visits made.

Kilometres are the straight lines between consecutive check-ins - not a GPS track, a plausibility figure. Pivot by week and territory; Compliance Under 80% filters the days to talk about. Uninstalling. Uninstalling removes territories, channels, routes, visits, shelf counts, photos and rep days, and the outlet fields on contacts.

Sales orders stay, without their link to the visit. 19.0.1.2.0 Collections on the route against open invoices, with an 80 mm receipt and posting to a journal per method. Returns, damaged goods and empties at the visit, as a draft credit note. Sell by the case; monthly targets and focus products on the phone; surveys; nearest-first route order and a Google Maps trip; the product catalogue kept on the phone for searching without a signal.

19.0.1.1.1 The offline queue moved to IndexedDB (localStorage overflowed after a few photos and the queue was lost); photos scaled on the phone. An action sent twice is done once. Now the part most videos leave out: what this does not do. Without a signal the phone keeps what was done for up to three days; clearing the browser's storage before the signal returns loses it.

The position is what the browser reports. A rogue app that fakes the phone's position cannot be detected from a browser; the fence, the accuracy, the phone and the times are the evidence, and they are for a supervisor to weigh. Trade promotions, distributor stock and van sales are separate add-ons. Kilometres are straight lines between check-ins, not a route track.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Field Sales and Distribution All in One with Routes and GPS. Beat plans, GPS check-in inside the shop's fence, shelf count, stamped photos, orders on the phone, check-out - and a route compliance report the supervisor reads on Monday. What did not add up is flagged on the visit: a check-in far from the shop, a different phone, two minutes in the shop, a visit nobody planned. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month.

This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. In the next few minutes: field sales and distribution all in one with routes and gps, then what you get, then setting up, then the rep's day, then without a signal. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Field Sales then My Day then Visits then Route Compliance.

Field Sales and Distribution All in One with Routes and GPS. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month. This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. What you get Outlets: contacts with a channel, a class, a territory, a pin on the map, a check-in fence, a credit limit, an assortment.

Routes: a rep's day - the outlets in the order they are driven, on a weekday, every week, two or four. Tonight's job plans tomorrow. My Day on the phone: the visits in order, targets against the day so far, and the six steps at each shop - the shop's card, check in, shelf count, stamped photo, order, check out. A shop not on the route can be added and is marked as such.

Flags, not walls: a check-in outside the fence, poor GPS accuracy, a phone that is not the rep's usual one, a visit outside working hours, under two minutes in the shop, a visit nobody planned - each written on the visit for the supervisor. Route compliance: one line per rep per day - planned, visited, skipped, missed, off-route, compliance, strike rate, orders, revenue, minutes in shops, kilometres between check-ins, flags, targets. Odoo's own sales orders, on the outlet's pricelist, linked to the visit and the route. Money and goods at the counter: collect cash, a cheque or a transfer reference against the shop's open invoices and print an 80 mm receipt; take back damaged, expired, unsold goods and empties as a draft credit note at the price the shop paid.

Cases and units: a product sold by the case of 6, 12 or 24 is ordered by the case, by the unit or both. Setting up. Outlets. Any contact with Is an Outlet ticked, on its Field Sales tab: channel, class (A, B, C), territory, latitude and longitude (the pin the check-in is measured against; the Geolocalize module fills them from the address), the check-in fence in metres, a credit limit (0: none), and the assortment - the products the shelf count asks about.

Routes. A name, the rep, the weekday, the rhythm (every week, every two weeks, every four weeks, counted from a date), and the stops in driving order. Plan Today creates today's visits at once; the nightly job plans every route for tomorrow and closes yesterday's numbers. The rep's day.

Field Sales ▸ My Day on the phone. The top shows visits made against the target, orders, revenue and route compliance so far; below, the visits in route order, done ones greyed. A shop not on the route: search it at the bottom and it is added, marked off route. The top also shows the month: revenue against the monthly target, and the focus products with the number of shops that bought each.

Nearest first reorders the shops still to visit from where the phone is (the last check-in when the phone gives no position); Route in Maps opens the next ten as one Google Maps trip. Without a signal. Basements, industrial estates, the countryside: the phone keeps working. The day is kept on the phone each time it is loaded; opened without a signal, My Day shows it as last seen, with a band saying so.

Check in, shelf count, photo, order, check out, skip done without a signal are kept on the phone, in order, and shown as done. The band counts them; they are sent by themselves when the signal returns (or with Send now). Collections, returns and survey answers are kept like the rest; the receipt is printed once they have reached the server. If an action cannot be applied when it arrives - the visit was reopened meanwhile, for instance - the phone says which one and why; the others are applied.

Every action kept on the phone carries its own key. If the signal drops after the server did the work but before the phone heard back, the phone sends it again and the server answers without doing it twice: no second order, no second shop. Add-ons. Three add-ons build on this app, each on its own: Trade Schemes and Display Programmes - promotions applied to the rep's order with a budget, and display programmes proved by photos.

Distributors - the shop's order becomes the distributor's to fill; the distributor's stock, cover and replenishment. Van Sales - load, sell and deliver from the van, collect cash, close the day. What the supervisor sees. Visits: every visit with check-in, minutes, distance from the outlet, orders and flags; filters for today, flagged, off-route, with an order; group by rep, day, outlet.

A supervisor can reopen a skipped or checked-out visit. Route Compliance: a line per rep per day. Planned is the route; visited, skipped and missed add up to it; off-route visits are counted apart. Compliance is planned visits made over planned; strike rate is visits with an order over visits made.

Kilometres are the straight lines between consecutive check-ins - not a GPS track, a plausibility figure. Pivot by week and territory; Compliance Under 80% filters the days to talk about. Uninstalling. Uninstalling removes territories, channels, routes, visits, shelf counts, photos and rep days, and the outlet fields on contacts.

Sales orders stay, without their link to the visit. 18.0.1.2.0 Collections on the route against open invoices, with an 80 mm receipt and posting to a journal per method. Returns, damaged goods and empties at the visit, as a draft credit note. Sell by the case; monthly targets and focus products on the phone; surveys; nearest-first route order and a Google Maps trip; the product catalogue kept on the phone for searching without a signal.

18.0.1.1.1 The offline queue moved to IndexedDB (localStorage overflowed after a few photos and the queue was lost); photos scaled on the phone. An action sent twice is done once. Now the part most videos leave out: what this does not do. Without a signal the phone keeps what was done for up to three days; clearing the browser's storage before the signal returns loses it.

The position is what the browser reports. A rogue app that fakes the phone's position cannot be detected from a browser; the fence, the accuracy, the phone and the times are the evidence, and they are for a supervisor to weigh. Trade promotions, distributor stock and van sales are separate add-ons. Kilometres are straight lines between check-ins, not a route track.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Field Sales and Distribution All in One with Routes and GPS. Beat plans, GPS check-in inside the shop's fence, shelf count, stamped photos, orders on the phone, check-out - and a route compliance report the supervisor reads on Monday. What did not add up is flagged on the visit: a check-in far from the shop, a different phone, two minutes in the shop, a visit nobody planned. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month.

This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. In the next few minutes: field sales and distribution all in one with routes and gps, then what you get, then setting up, then the rep's day, then without a signal. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Field Sales then My Day then Visits then Route Compliance.

Field Sales and Distribution All in One with Routes and GPS. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month. This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. What you get Outlets: contacts with a channel, a class, a territory, a pin on the map, a check-in fence, a credit limit, an assortment.

Routes: a rep's day - the outlets in the order they are driven, on a weekday, every week, two or four. Tonight's job plans tomorrow. My Day on the phone: the visits in order, targets against the day so far, and the six steps at each shop - the shop's card, check in, shelf count, stamped photo, order, check out. A shop not on the route can be added and is marked as such.

Flags, not walls: a check-in outside the fence, poor GPS accuracy, a phone that is not the rep's usual one, a visit outside working hours, under two minutes in the shop, a visit nobody planned - each written on the visit for the supervisor. Route compliance: one line per rep per day - planned, visited, skipped, missed, off-route, compliance, strike rate, orders, revenue, minutes in shops, kilometres between check-ins, flags, targets. Odoo's own sales orders, on the outlet's pricelist, linked to the visit and the route. Money and goods at the counter: collect cash, a cheque or a transfer reference against the shop's open invoices and print an 80 mm receipt; take back damaged, expired, unsold goods and empties as a draft credit note at the price the shop paid.

Cases and units: a product sold by the case of 6, 12 or 24 is ordered by the case, by the unit or both. Setting up. Outlets. Any contact with Is an Outlet ticked, on its Field Sales tab: channel, class (A, B, C), territory, latitude and longitude (the pin the check-in is measured against; the Geolocalize module fills them from the address), the check-in fence in metres, a credit limit (0: none), and the assortment - the products the shelf count asks about.

Routes. A name, the rep, the weekday, the rhythm (every week, every two weeks, every four weeks, counted from a date), and the stops in driving order. Plan Today creates today's visits at once; the nightly job plans every route for tomorrow and closes yesterday's numbers. The rep's day.

Field Sales ▸ My Day on the phone. The top shows visits made against the target, orders, revenue and route compliance so far; below, the visits in route order, done ones greyed. A shop not on the route: search it at the bottom and it is added, marked off route. The top also shows the month: revenue against the monthly target, and the focus products with the number of shops that bought each.

Nearest first reorders the shops still to visit from where the phone is (the last check-in when the phone gives no position); Route in Maps opens the next ten as one Google Maps trip. Without a signal. Basements, industrial estates, the countryside: the phone keeps working. The day is kept on the phone each time it is loaded; opened without a signal, My Day shows it as last seen, with a band saying so.

Check in, shelf count, photo, order, check out, skip done without a signal are kept on the phone, in order, and shown as done. The band counts them; they are sent by themselves when the signal returns (or with Send now). Collections, returns and survey answers are kept like the rest; the receipt is printed once they have reached the server. If an action cannot be applied when it arrives - the visit was reopened meanwhile, for instance - the phone says which one and why; the others are applied.

Every action kept on the phone carries its own key. If the signal drops after the server did the work but before the phone heard back, the phone sends it again and the server answers without doing it twice: no second order, no second shop. Add-ons. Three add-ons build on this app, each on its own: Trade Schemes and Display Programmes - promotions applied to the rep's order with a budget, and display programmes proved by photos.

Distributors - the shop's order becomes the distributor's to fill; the distributor's stock, cover and replenishment. Van Sales - load, sell and deliver from the van, collect cash, close the day. What the supervisor sees. Visits: every visit with check-in, minutes, distance from the outlet, orders and flags; filters for today, flagged, off-route, with an order; group by rep, day, outlet.

A supervisor can reopen a skipped or checked-out visit. Route Compliance: a line per rep per day. Planned is the route; visited, skipped and missed add up to it; off-route visits are counted apart. Compliance is planned visits made over planned; strike rate is visits with an order over visits made.

Kilometres are the straight lines between consecutive check-ins - not a GPS track, a plausibility figure. Pivot by week and territory; Compliance Under 80% filters the days to talk about. Uninstalling. Uninstalling removes territories, channels, routes, visits, shelf counts, photos and rep days, and the outlet fields on contacts.

Sales orders stay, without their link to the visit. 17.0.1.2.0 Collections on the route against open invoices, with an 80 mm receipt and posting to a journal per method. Returns, damaged goods and empties at the visit, as a draft credit note. Sell by the case; monthly targets and focus products on the phone; surveys; nearest-first route order and a Google Maps trip; the product catalogue kept on the phone for searching without a signal.

17.0.1.1.1 The offline queue moved to IndexedDB (localStorage overflowed after a few photos and the queue was lost); photos scaled on the phone. An action sent twice is done once. Now the part most videos leave out: what this does not do. Without a signal the phone keeps what was done for up to three days; clearing the browser's storage before the signal returns loses it.

The position is what the browser reports. A rogue app that fakes the phone's position cannot be detected from a browser; the fence, the accuracy, the phone and the times are the evidence, and they are for a supervisor to weigh. Trade promotions, distributor stock and van sales are separate add-ons. Kilometres are straight lines between check-ins, not a route track.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Field Sales and Distribution All in One with Routes and GPS. Beat plans, GPS check-in inside the shop's fence, shelf count, stamped photos, orders on the phone, check-out - and a route compliance report the supervisor reads on Monday. What did not add up is flagged on the visit: a check-in far from the shop, a different phone, two minutes in the shop, a visit nobody planned. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month.

This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. In the next few minutes: field sales and distribution all in one with routes and gps, then what you get, then setting up, then the rep's day, then without a signal. Then what this app deliberately does not do, so you can tell before you buy whether it fits. Everything lives under Field Sales then My Day then Visits then Route Compliance.

Field Sales and Distribution All in One with Routes and GPS. A rep who calls on forty shops a week runs on habit and memory, and the office finds out what happened at the end of the month. This app gives the rep a day and the supervisor a record: routes, a phone screen for the six steps in the shop, orders that are real sales orders, and a route compliance report with everything that did not add up flagged on the visit. What you get Outlets: contacts with a channel, a class, a territory, a pin on the map, a check-in fence, a credit limit, an assortment.

Routes: a rep's day - the outlets in the order they are driven, on a weekday, every week, two or four. Tonight's job plans tomorrow. My Day on the phone: the visits in order, targets against the day so far, and the six steps at each shop - the shop's card, check in, shelf count, stamped photo, order, check out. A shop not on the route can be added and is marked as such.

Flags, not walls: a check-in outside the fence, poor GPS accuracy, a phone that is not the rep's usual one, a visit outside working hours, under two minutes in the shop, a visit nobody planned - each written on the visit for the supervisor. Route compliance: one line per rep per day - planned, visited, skipped, missed, off-route, compliance, strike rate, orders, revenue, minutes in shops, kilometres between check-ins, flags, targets. Odoo's own sales orders, on the outlet's pricelist, linked to the visit and the route. Money and goods at the counter: collect cash, a cheque or a transfer reference against the shop's open invoices and print an 80 mm receipt; take back damaged, expired, unsold goods and empties as a draft credit note at the price the shop paid.

Cases and units: a product sold by the case of 6, 12 or 24 is ordered by the case, by the unit or both. Setting up. Outlets. Any contact with Is an Outlet ticked, on its Field Sales tab: channel, class (A, B, C), territory, latitude and longitude (the pin the check-in is measured against; the Geolocalize module fills them from the address), the check-in fence in metres, a credit limit (0: none), and the assortment - the products the shelf count asks about.

Routes. A name, the rep, the weekday, the rhythm (every week, every two weeks, every four weeks, counted from a date), and the stops in driving order. Plan Today creates today's visits at once; the nightly job plans every route for tomorrow and closes yesterday's numbers. The rep's day.

Field Sales ▸ My Day on the phone. The top shows visits made against the target, orders, revenue and route compliance so far; below, the visits in route order, done ones greyed. A shop not on the route: search it at the bottom and it is added, marked off route. The top also shows the month: revenue against the monthly target, and the focus products with the number of shops that bought each.

Nearest first reorders the shops still to visit from where the phone is (the last check-in when the phone gives no position); Route in Maps opens the next ten as one Google Maps trip. Without a signal. Basements, industrial estates, the countryside: the phone keeps working. The day is kept on the phone each time it is loaded; opened without a signal, My Day shows it as last seen, with a band saying so.

Check in, shelf count, photo, order, check out, skip done without a signal are kept on the phone, in order, and shown as done. The band counts them; they are sent by themselves when the signal returns (or with Send now). Collections, returns and survey answers are kept like the rest; the receipt is printed once they have reached the server. If an action cannot be applied when it arrives - the visit was reopened meanwhile, for instance - the phone says which one and why; the others are applied.

Every action kept on the phone carries its own key. If the signal drops after the server did the work but before the phone heard back, the phone sends it again and the server answers without doing it twice: no second order, no second shop. Add-ons. Three add-ons build on this app, each on its own: Trade Schemes and Display Programmes - promotions applied to the rep's order with a budget, and display programmes proved by photos.

Distributors - the shop's order becomes the distributor's to fill; the distributor's stock, cover and replenishment. Van Sales - load, sell and deliver from the van, collect cash, close the day. What the supervisor sees. Visits: every visit with check-in, minutes, distance from the outlet, orders and flags; filters for today, flagged, off-route, with an order; group by rep, day, outlet.

A supervisor can reopen a skipped or checked-out visit. Route Compliance: a line per rep per day. Planned is the route; visited, skipped and missed add up to it; off-route visits are counted apart. Compliance is planned visits made over planned; strike rate is visits with an order over visits made.

Kilometres are the straight lines between consecutive check-ins - not a GPS track, a plausibility figure. Pivot by week and territory; Compliance Under 80% filters the days to talk about. Uninstalling. Uninstalling removes territories, channels, routes, visits, shelf counts, photos and rep days, and the outlet fields on contacts.

Sales orders stay, without their link to the visit. 16.0.1.2.0 Collections on the route against open invoices, with an 80 mm receipt and posting to a journal per method. Returns, damaged goods and empties at the visit, as a draft credit note. Sell by the case; monthly targets and focus products on the phone; surveys; nearest-first route order and a Google Maps trip; the product catalogue kept on the phone for searching without a signal.

16.0.1.1.1 The offline queue moved to IndexedDB (localStorage overflowed after a few photos and the queue was lost); photos scaled on the phone. An action sent twice is done once. Now the part most videos leave out: what this does not do. Without a signal the phone keeps what was done for up to three days; clearing the browser's storage before the signal returns loses it.

The position is what the browser reports. A rogue app that fakes the phone's position cannot be detected from a browser; the fence, the accuracy, the phone and the times are the evidence, and they are for a supervisor to weigh. Trade promotions, distributor stock and van sales are separate add-ons. Kilometres are straight lines between check-ins, not a route track.

The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.