The rep loads their van from the warehouse, sells and collects at the customer's door even with no internet, then settles their stock at day's end, and the manager knows how much was sold, collected and left on the van.
A warehouse on every van, selling and collecting at the customer without internet, and an end-of-day settlement with a clear count. Try it free with 3 reps.
15 tasks
What the system does
A warehouse and cash box for each rep
Morning load and evening unload
Customers (shops) and routes
Rep screen on the phone (daily)
Without internet
Customer balances
End-of-day settlement
Supervisor reports
This solution is built on these systems
Their guides are part of your daily use, so turn to them for the details.
01How does a sales representative track their route and daily field tasks?
Open the My field day page.
The list of grocery stores and retail outlets scheduled for today's visits appears geographically sequenced along the approved route.
The representative taps on the customer upon arrival to start the visit, issue instant sales invoices, or accept returns.
Screen
Van sales › My day
Permission needed
Van sales — Salesman screen / Sell and collect from mobile (salesman screen)
02How do I record loading morning merchandise into the sales van?
Go to the Van loading & unloading menu.
Click the New van loading button to open the loading window.
Select representative and vehicle, and enter list of items and quantities loaded from main warehouse.
Click Confirm loading to officially transfer goods into mobile van warehouse custody.
Screen
Van sales › Van Loading
Permission needed
Van sales — Van loading / Load van
03How do I record unloading remaining merchandise at the end of the day?
In the Van loading & unloading table, select returning vehicle record.
Click the actions button and select Unload remaining goods.
Count returned goods and enter quantities to return them to main warehouse and reconcile sales.
Screen
Van sales › Van Loading
Permission needed
Van sales — Van loading / Unload van
04How do I issue a cash or credit invoice to a customer during a field visit?
On the My field day page, click target customer then select Create sales invoice.
Select products and quantities delivered to the store; the system calculates discounts and taxes automatically.
Specify payment method (cash or on credit within customer credit limit), then click Confirm and print invoice via mobile printer.
Screen
Van sales › My day
Permission needed
Van sales — Salesman screen / Sell and collect from mobile (salesman screen)
05How does the representative record a collection receipt voucher from a credit customer?
Go to the Representative collection receipts menu.
Click the Record new receipt voucher button to open collection window.
Select customer, collected amount, payment method (cash or cheque), and link it to due outstanding invoices.
Click Save voucher and print receipt immediately for the buyer.
Screen
Van sales › Receipt Vouchers
Permission needed
Van sales — Receipt vouchers / Add
06How do I view representative visit history and GPS locations?
Go to the Field visits log menu.
Review representative route tracking including: customer name, visit start and end times, and GPS coordinates to verify physical presence at the store.
Screen
Van sales › Visits
Permission needed
Van sales — Visits / View
07How do I perform daily end-of-day sales and cash reconciliation for a representative?
Navigate to the Daily representative settlements menu.
Click the Record new settlement button to open reconciliation window.
Select representative and shift; the system reconciles total loaded merchandise against sales and returns, demanding full remittance of collected cash and cheques to the treasury.
Click Save settlement.
Screen
Van sales › End-of-day Settlement
Permission needed
Van sales — End-of-day settlement / End-of-day settlement
08How does the cashier approve representative settlement and close the shift account?
In the Daily representative settlements table, select pending settlement.
Click the actions button and select Approve settlement and remit to treasury.
The vehicle's cash and inventory custody is closed, accounting entries are posted, and any shortage or overage is registered to the representative's account.
Screen
Van sales › End-of-day Settlement
Permission needed
Van sales — End-of-day settlement / Approve settlement differences
09How do I add a new customer to the distribution route?
Go to the Distribution customers and outlets menu.
Click the Add new customer button to open data window.
Enter commercial name of grocery or retail outlet, contact person name, mobile number, address, GPS coordinates, credit limit, and permitted payment term.
Click Save.
Screen
Van sales › Distribution Customers
Permission needed
Van sales — Customers / Add
10How do I edit customer data or update their credit limit?
In the Distribution customers and outlets table, find customer.
Click the actions button and select Adjustment to update address, phone number, or credit terms, then click Save.
Screen
Van sales › Distribution Customers
Permission needed
Van sales — Customers / Edit
11How do I adjust a customer account balance for special discounts or settlements?
In the Distribution customers and outlets list, select customer account.
Click the Adjust customer balance action.
Enter adjustment amount and managerial justification, then approve entry to update statement of account.
Screen
Van sales › Distribution Customers
Permission needed
Van sales — Customers / Adjust customer balance
12How do I define a geographic distribution route and schedule visit days?
Go to the Distribution routes and lines menu.
Click the Add new route button to open route window.
Enter route name (e.g., North Riyadh Route - Grocery, Mon/Wed Route), set weekly visit days, and order customers in optimal geographic sequence.
Click Save route.
Screen
Van sales › Routes
Permission needed
Van sales — Routes / Manage
13How do I add a new sales representative and link them to their van and cash drawer?
Go to the Sales and distribution representatives menu.
Click the Add new representative button to open registration window.
Enter representative information, assigned route, and designate their van warehouse and linked cash drawer.
Click Save.
Screen
Van sales › Salesmen
Permission needed
Van sales — Salesmen / Manage
14How do I generate representative sales performance and route coverage reports?
15How do I view current van stock on hand during the day?
On the My field day page or loading list.
Tap on the Van inventory tab; the current stock balance of each item in the vehicle is displayed in real time, deducting sold invoices to verify available stock before heading to the next client.