Field sales software that books the order before the rep leaves
Your representatives book orders in the field without carrying stock — the warehouse picks and delivers. Visits are planned and proven, orders suggested and signed, and it all works offline.
The same patterns show up in almost every field-sales team that still books orders on paper — and at least one of them is yours.
Reps blind at the door
No live customer record, no ageing flag, no last-visit notes on the phone. The rep walks in cold, leans on memory, and asks the shopkeeper what they bought last time.
Orders trapped on paper
Order books, WhatsApp photos, late-night data entry. By the time the warehouse sees it, the morning load has gone out without it — and the customer waits another day.
Coverage you cannot prove
Reps say they hit 25 outlets a day; the back office cannot tell which 25. No geo, no timestamp, no plan-vs-actual — just a beat plan that lives on a clipboard.
Commission month from hell
Returns, credit notes, mid-cycle rule changes — all reconciled by hand on a spreadsheet. Three days every month spent re-litigating who sold what, and to whom.
How RouteMagic solves it
One app, the whole pre-sales day.
Sales-force-automation software purpose-built for the rep who books orders — not retrofitted from a delivery tool.
Plan the day
Beats, sequences, standing orders and today’s promos load before the rep leaves home. The day is set, not improvised, and the route is cached for no-signal beats.
Beat planper rep
Standingorders pre-loaded
Credit flagbefore the door
The visit
The customer record, history and planogram are all in hand, so every merchandising visit is fully briefed. Share-of-shelf, surveys and photo proof are captured offline, with no signal needed at the shelf.
Full recordcached locally
Survey + photoper visit
Site visitsummary on close
Order capture
Forward and suggested orders are booked at the door, promo-aware and credit-checked. Each one is priced right the first time, with no back-office correction later.
Forwardorders, future-dated
Promo-awareat capture
1 visitno back-office re-entry
Coverage & compliance
Plan-vs-actual coverage is measured from a geo-stamped check-in on every call. No-access calls are captured with a reason — so you can prove coverage and retail-execution standards across the estate.
Geo+timecheck-in per outlet
No-accessreasoned + flagged
Plan vsactual, daily
Productivity & commission
Commission runs daily and returns-aware, so month-end disputes disappear. The leaderboard refreshes each day, so reps see where they stand.
Dailycommission visible
Returns-awarecommission engine
Leaderboardlive
Outcomes
The numbers customers measure after switching.
Real numbers from live field-sales rollouts.
+20%More outlets per rep, per day~1 hrTo close the commission month0Orders lost in a dead zone<0.5%Pricing errors at the door
Customer spotlight
How Bits ’N’ Bobs put live visibility under every rep.
Bits ’N’ Bobs ran their reps on paper run-sheets and phone calls — no live coverage, no audit trail, no way to tell which 25 outlets had been visited and which had been skipped. With RouteMagic, every visit is geo + time stamped, every order syncs to the warehouse in minutes, and back-office dispatchers monitor the whole beat through the Route Monitor in real time. Two-to-three hours of daily paperwork came back, and stock shrinkage that had been running at 14% was eliminated.
The ones that come up most often. Book a walkthrough for anything else.
Which software do field sales reps use?
Field sales software — a form of sales-force automation — runs the rep’s whole day on one offline-first app: beat plan, customer record, suggested order and shelf audit, with each order syncing to the warehouse before the next stop. RouteMagic does this for reps who book orders without carrying stock.
Pre-selling vs van selling — what’s the difference?
Pre-sales reps book orders without carrying stock — the warehouse picks and delivers later; van-sales drivers sell and hand over stock from the van there and then. This page covers the pre-sales job. If your reps sell from the van, see van sales software.
What if the rep loses signal mid-visit?
Everything works offline — customer record, surveys, photos, order capture. Records sign locally and sync on reconnect with no conflicts. We’ve validated beats that go hours without coverage.
Can a rep hand off an outlet to a delivery driver mid-day?
Yes — Forward Orders flow into the Wholesale Deliveries pipeline. The rep books, the warehouse picks, the driver delivers — all from the same record.
Can a rep record consignment counts even though they don’t carry stock?
Yes — the rep counts and notes par-level deltas; replenishment runs from van stock when a paired driver visits.
Which accounts package do you integrate with?
Native two-way sync with Xero, QuickBooks, Sage 50, Sage 200, Tally, Zoho Books and Microsoft Dynamics 365. Custom: anything with a REST API.
How does commission work for field-sales reps with no van?
Same engine as Van Sales, returns-aware. Per SKU, per customer, per beat. Mid-month rule changes supported. Daily commission visible to the rep.
Can we use our existing pricelists and promotions?
Yes — we import your pricelists, customer-specific overrides and promotions in week 1. Most customers go live without re-keying any pricing.
See it on your own beats
Ready to put every visit on plan?
Walk-through on a beat shaped like yours
30 minutes
We’ll ask about your reps, coverage & commission rules first
