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 with live credit, suggested order and shelf audit. Each order syncs to the warehouse before the next stop. RouteMagic does this for reps who book orders without carrying stock, with credit and pricing enforced before submit. For how to plan coverage, run the call and read the numbers, see the field sales guide for distributors.

A general CRM is built around a deal pipeline: leads, stages, a close date. A distribution customer record is built around a delivery relationship that already exists, so what matters is the pricelist, the credit position, the call cycle, the territory and what the outlet ordered last time. RouteMagic holds that record and puts it in the rep’s hand at the door, rather than asking them to keep a sales pipeline updated in a separate tool.

The rep sees the live balance and credit position on the customer before building the order, and the credit rules decide what can be submitted. So an account that is over its limit is caught while the rep is still standing there, not at month-end when the invoice is already out.

Yes. Bring your codes across and we hold them on the customer master, so reps, the office and your accounts package all refer to the same account by the same reference.

Credit class is the policy an account sits under, the limit is the value it may carry, and status is whether it is trading at all. Together they decide what a rep is allowed to book, and each can be changed without touching the other two.

Territories are drawn and assigned per rep, with a call cycle set per customer. Rebalancing moves accounts between reps without re-keying the book or losing the visit history attached to each outlet.

Yes. A customer can sit on its own pricelist, inherit its group’s, or fall back to the default, and the rep quotes whichever applies. That is what stops the price at the door drifting from the price the office would have quoted.

Yes, both, on the same app. This page covers pre-selling, where the rep books the order and the warehouse delivers it later; for selling from stock on the van, see van sales software. The pre-selling glossary entry explains how the two differ.

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.

Prospects sit in the same customer records as live accounts, with a lifecycle status, call scheduling and visit history, and the Customer Prospect Report lists them by next contact date so follow-ups are not missed. It is distribution customer management, not a pipeline-and-deals CRM, and it does not replace one.

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.