Attendance
Face check-in with a liveness check, inside the office or site geofence.
Field Sales Management Apps for the road, on your ERP
Field sales management, connected to your ERP
Beat plans, verified visits, quotations, orders, attendance and expenses on the rep's phone, Android or iPhone, written straight into BeatOS ERP. The order taken at the counter is the order the office bills.
- Works offline
- GPS-verified visits
- One database with the ERP
Beat · Pune EastThursday
SR
Shree Ready Mix10:15–10:52 · in geofence
OrderPI
Patil Infra ProjectsPlanned 12:30
DueOS
Om Sai ConstructionsPlanned 15:30
DueKA
Kulkarni Agro InputsUnplanned · follow-up
DoneIn BeatOS ERPSales order SO-26-0187
- From the visit at
- 10:15
- Credit limit
- Within limit
- Total with GST
- ₹ 1,32,160
What it covers
What field sales management covers.
Everything a sales rep, a service engineer or a telecaller does outside the office, and everything their manager needs to see.
Beats and visits
Weekly beat plans, planned and unplanned visits, and a visit form for each activity type.
Live tracking
The day's route and distance, with alerts when location is switched off.
Quotations and orders
Quotations and orders from the visit, becoming BeatOS ERP documents with GST.
Lead Finder and telecalling
Prospects near the rep on the map, leads with a clear next step, and calls that each get an outcome.
Expenses
Claims checked against your travel policy, with travel allowance from GPS distance.
Approvals
Leave, expenses and attendance corrections in one inbox for the manager.
Offline
Work saved on the phone without a network, sent later with its real time and place.
Beats and visits
Beat plans and verified visits.
Plan the week by beat, see which outlets were covered, and record each visit with its time, place and outcome, so a visit report is proof rather than a message.
- Planned and unplanned visits against the beat
- Beat adherence report: planned against covered
- A visit form for each activity type, from a demo to a trial
- Photos and notes saved with the visit
- Outcome and next step recorded before the rep leaves
- Planned tasks with reminders for every follow-up
Spoofed GPS and clock checks
Fake-location apps and changed phone clocks are flagged, with a nightly integrity scan.
One phone per person
A new device needs approval, so logins are not shared to fake a visit.
Orders
Orders checked against price, credit and stock.
A quotation or order from the field becomes a BeatOS ERP document. Your price lists, schemes, credit limits and godown stock apply to it exactly as they do to an order entered in the office.
- Quotation from a visit or a trial
- Price lists, schemes and discounts from BeatOS ERP
- Credit limits and payment terms per customer
- Stock across godowns, with batches and expiry
- GST invoice with HSN and tax split, e-invoice and e-way bill
- Receivables per rep and customer
Sales · OctoberAmit Shinde
QT
QTN-26-0211From the trial at Patil Infra
SentSO
SO-26-0187₹ 1,32,160 · within credit limit
To billSI
SINV-26-00418IRN generated
PaidExample screen with sample data
Attendance, expenses and payroll
From check-in to salary slip, without paper.
Field attendance and claims feed BeatOS ERP's HR and payroll, so nobody types them in again at month end.
Attendance that proves itself
Face match inside the geofence. Late arrival and early exit ask for a reason, measured against the shift and its grace minutes.
Claims checked first
Limits by category and city are checked before an approver sees the claim, and approved claims post to the payable account.
Leave from the phone
The balance is shown before applying, and the approver acts from the same inbox as everything else.
Into payroll
Attendance from the app feeds BeatOS ERP payroll, with salary components for PF, ESI and PT.
For managers
Managers: team map and one-tap approvals.
See who is on duty, where they are and what they have done, and act on every request from one place.
Team map
Who is on duty and where, with today's visits, calls and orders, only for your own reporting line.
Time and distance per person
Travelling time, meeting time, idle time and kilometres travelled for each employee, with the day's route on a map.
One approval inbox
Nine kinds of request in one list, with policy breaches highlighted before you approve.
Targets that warn early
Assign visit, new-customer, order and collection targets by person and period, with a push alert when someone falls behind.
Why one system
Why ERP and field sales should be one system.
A separate field app keeps its own copy of customers, items and orders. Someone then has to keep the two in step.
A separate field app
- Customers and items synced, or typed into both
- Orders exported and entered again in the ERP
- Prices, schemes and credit checked later, by the office
- Field reports and accounts that never quite agree
- Two vendors, two logins, two bills
BeatOS field apps on BeatOS ERP
- One customer and item master for everyone
- The field order is the ERP sales order
- Prices, schemes and credit limits apply as the order is made
- Managers and accounts read the same records
- One login, one database, one team to call
FAQ
Field sales management questions
Does it work offline?
Yes. Check-ins, visits, activities and expenses are saved on the phone when there is no network and sent when it returns, stamped with the real time and place of the work. Entries sent twice are refused, and conflicts are shown rather than lost.
Can orders check stock and credit limits?
Yes. A field order becomes a BeatOS ERP sales order, so your price lists, schemes, credit limits and godown stock apply to it just as they do to an order entered in the office.
How are fake GPS locations stopped?
Spoofed-GPS apps and changed phone clocks are flagged, a nightly scan checks the day's data, check-in needs a face match with a liveness check inside the geofence, and each person is tied to one approved phone.
Do we need a separate ERP?
No. The field apps run on BeatOS ERP, which also covers accounts, GST, stock, purchase and payroll. If you already use a compatible ERP, the field apps can install on your existing site instead.
Which phones does it run on?
The field apps run on Android phones and iPhones. Managers and the office also use BeatOS ERP in the browser.
Put your field team on the same system as your books.
See BeatOS on your own beats, customers and items.