Field sales software that books the order before the rep leaves

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-sales reps book orders without carrying stock, and 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.

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.

Yes. Forward Orders flow into the Wholesale Deliveries pipeline. The rep books, the warehouse picks, the driver delivers, all from the same record.

Yes. The rep counts and notes par-level deltas; replenishment runs from van stock when a paired driver visits.

RouteMagic connects to Xero, QuickBooks, Sage 50, Sage 200, Tally, Zoho Books and Microsoft Dynamics 365. Anything else goes through the REST API.

Same engine as Van Sales, returns-aware. Per SKU, per customer, per beat. Mid-month rule changes supported. Daily commission visible to the rep.

Yes, because they read the same pricelists. Your existing lists, customer-specific overrides and promotions import in week one, and the rep’s app resolves price the same way the back office does, so the quote at the door is the price on the invoice.

Yes. The rep opens the account where they are standing, with required fields validated, a duplicate check run, the tax number verified and the address geocoded so the territory assigns itself. A first-order credit hold is applied by default, so a new name cannot run up a balance before accounts have seen it.

Flag an outlet as a prospect and work it like a deal: pipeline stage, estimated monthly spend, chance of winning and expected close date, with the next-contact date feeding the call-back queue. Managers review the whole pipeline without asking anyone to fill in a spreadsheet.

Yes. Build catalogues filtered by brand or class, attach slide presentations to pitch from, and hang spec sheets and price lists off them. Scope a catalogue to a customer group so they only see what is meant for them, and the device pulls it on the next sync.

A radius around each delivery point records arrival and departure on its own, with no tap for a rep to forget. Because that timestamp sits next to the manual check-in, a visit logged from the car park is visible rather than assumed.

Service hours totals the time actually spent serving customers, and service percentage puts that against the working day. Alongside strike rate and coverage, it separates a full day from a busy-looking one.

Yes. Build call schedules against a customer list and the system generates the call queue each night. Reps work the queue, log the outcome and capture the order on the call, and no-answers reschedule on your policy.