Sales Force Automation

A rep’s day, fully visible.

From the first check-in to the last order — every step is captured on the phone and visible to managers.

  1. 09:00

    Check in

    Attendance starts the day. Today’s route and outlets appear.

  2. 09:20

    Visit

    Geo check-in at each outlet. Order or no-order — with a reason.

  3. 11:45

    Order

    SKU-wise orders with offers applied. Works offline.

  4. 14:30

    Shelf check

    Stock on the shelf, competitors, photos and notes, tagged to the outlet.

  5. 18:00

    Close day

    Mandatory day close. Every visit and order is final.

Everything inside SFA 15 modules

Plan

  • Master data & setup

    One set of rules for every rep and every report.

    • Products and SKUs, grouped by brand, category and focus items
    • Outlet master by type, class, territory and status
    • New outlets registered with approval
    • Distribution points, staff profiles and role-based access
  • Routes, beats & tour plans

    No missed outlets, no random visits.

    • Daily, weekly or monthly route plans
    • Outlets assigned to every route
    • Tour plan scheduling
    • Planned vs actual route tracking
  • Targets

    Performance reviews built on data, not opinion.

    • Sales targets by value or volume
    • Focus product targets
    • Visit coverage targets
    • Achievement tracked against every target
  • Trade offers & promotions

    Set once, applied the same way everywhere.

    • Promotions and offers set up centrally
    • Offers considered as the order is taken
    • Offer impact carried into delivery and reports

In the field

  • Attendance & day close

    No activity outside visibility. No day ends unreported.

    • Start-of-day check-in
    • Mandatory end-of-day close
    • Working-day confirmation
  • Outlet visits

    Every visit becomes auditable market data.

    • Time-stamped visit start and finish
    • Order or no-order, with a mandatory reason
    • Stock, competitor and merchandising checks
    • Visit notes on market feedback and issues
  • Field orders

    No paper orders, no re-entry at the depot.

    • SKU-wise order entry with quantities
    • Offers considered on the order
    • Order notes
    • Works offline, syncs when back in signal
  • Activity & location

    Execution quality without micromanagement.

    • Location-verified check-in and check-out
    • Geo-tagged photos
    • Route compliance tracking
    • Location tagging set by company policy

Order to delivery

  • Order review

    Only valid orders move into delivery.

    • Orders visible at the distribution point
    • Checked for completeness
    • Partial supply and reschedules handled
    • Grouped by route or delivery run
  • Delivery & dispatch

    Traceable from order to delivery.

    • Challan (delivery note) created
    • Loadsheet prepared
    • Dispatch and delivery status tracked
    • Reasons for failed or partial delivery
  • Stock & inventory

    Delivery promises the godown can keep.

    • Primary stock received
    • Stock issued on dispatch
    • Available stock always visible
    • Adjustments only with a reason
  • Claims & replacement

    No unrecorded losses.

    • Damage and return claims
    • Claims batched together
    • Approval workflow
    • Replacement or credit

Reports & admin

  • Reports & analytics

    Leaders decide on facts, not follow-up calls.

    • Live dashboard: billed outlets, productive calls, ECO
    • Sales by date, territory, route, outlet, SKU and rep
    • Order vs delivery performance
    • Pending and partial orders
    • Target vs achievement
    • Distribution efficiency
    • Claims and loss analysis
    • Attendance and productivity
    • Expense summaries
  • Expenses & leave

    Field admin in the same app.

    • Field expense entry
    • Expense review by policy
    • Leave requests
    • Approval workflows
  • E-learning

    Learning content for field reps.

  • Every outlet visit is recorded
  • Every order is traceable
  • Every delivery is accountable
  • Every salesperson is measurable
  • Every decision runs on real data

More on sales force automation

Distribution Management

Stock that matches the shelf.

Everything after the order — depot control, challans, dispatch, delivery, returns and reconciliation — without manual registers.

  1. 1Order received
  2. 2Reviewed
  3. 3Challan
  4. 4Dispatched
  5. 5Delivered / returned
  6. 6Stock updated
  7. 7Reported

Everything inside DMS 16 modules

Network & control

  • Distribution houses

    Every house runs on its own, on the same process.

    • Create and run many distribution houses
    • Operators and staff per house
    • Reps, routes and outlets linked to each house
    • House-specific operating scope
  • Staff & responsibilities

    Clear ownership, fewer errors and disputes.

    • Operators, loaders and support staff assigned
    • Reps mapped to their house
    • Control who processes orders, makes challans or adjusts stock
  • Outlet & route mapping

    The right house serves the right outlets.

    • Approved outlets mapped to routes
    • Each route assigned to one house
    • No orders leaking across houses
  • Roles, approvals & audit

    Enterprise governance without the complexity.

    • Role-based access
    • Approvals for sensitive actions
    • Full transaction traceability
    • Audit-ready logs

Orders & delivery

  • Order control panel

    Always know what came in and what is pending.

    • Orders by date, route, outlet and rep
    • Filter by new, processed, delivered or pending
    • Search and open any order fast
  • Edits & cancellations

    Flexible, without losing the audit trail.

    • Controlled edits for genuine corrections
    • Cancellation with a recorded reason
    • Duplicate orders prevented
  • Challans

    The single source of truth for dispatch.

    • Generated from processed orders
    • Dispatch quantities calculated automatically
    • One or many orders per challan
    • Print-ready formats
  • Dispatch & delivery

    Fewer loading mistakes. No arguments after delivery.

    • Loadsheet planning by vehicle or route
    • Dispatch confirmed before goods leave
    • Full, partial and failed deliveries, with reasons
    • Returns recorded at delivery

Stock & claims

  • Live inventory

    Stock that reflects the godown, not assumptions.

    • Real-time balance per house
    • Auto-reduced on dispatch, adjusted on return or damage
    • Opening stock setup and upload
    • Manual changes only with remarks
  • Short stock & reprocessing

    Work keeps moving when stock runs short.

    • Shortages handled while making challans
    • Partial fulfilment with balance tracking
    • Reprocessed once stock arrives
  • Primary purchase & receiving

    Inbound stock tracked as tightly as outbound.

    • Primary purchase entries
    • Primary stock receiving
    • Primary challan adjustments
    • Deposit tracking, where used
  • Claims & replacement

    Losses recorded and recovered in the open.

    • Damage and return claims
    • Batched and grouped
    • Replacement or credit tracked
    • Claim status always visible

Schemes & reports

  • Schemes & pricing

    Trade schemes applied correctly, every time.

    • Scheme and promotion setup
    • Applied to orders automatically
    • Reflected in delivery and reports
  • Operations & stock reports

    What is pending, partial or short, by route and house.

    • Order vs delivery status
    • Pending and partial deliveries
    • Route-wise and house-wise performance
    • Current stock and movement history
    • Damage and return summaries
  • Management reports

    Fact-based control, not phone updates.

    • Sales vs delivery
    • Loss and shortage analysis
    • Distribution house productivity dashboards
  • Expenses & leave

    Basic admin inside the same system.

    • Expenses captured by category (optional module)
    • Leave applications and summaries

Live stock per distribution house

Four kinds of stock. Always reconciled.

  • Saleable
  • Booked
  • Returned
  • Damaged

Auto-reduced on dispatch, auto-adjusted on return or damage. Every manual change needs a reason.

SalesLead map of distribution houses across Dhaka, with a selected house showing coverage and sales metrics

More on distribution management

Insight & integrations

Plugs into what you already run.

Live dashboards out of the box. Two-way sync with your ERP. Report in the BI tools your leadership already reads.

  • SAP
  • Power BI
  • Tableau
  • ERP systems

Built with

  • ASP.NET
  • C#
  • Python
  • Flutter
  • MySQL
  • Azure
SalesLead management dashboard with billed outlets, sales, productive calls and an outlet coverage trend by region

See it on your routes.

See SalesLead running on your own routes, outlets and distributors in a free demo.