Order /On Field Management / Sales Force Automation

Explore Our Features

Order /On Field Management is the process of tracking, managing, and fulfilling customer orders from the point of purchase to delivery.

It acts as a bridge between sales, inventory, warehouse, and customer service, ensuring smooth and accurate processing of every order.

A well-implemented order management system (OMS) helps businesses improve efficiency, minimize errors, and deliver a better customer experience.

It covers the entire order lifecycle β€” including order entry, inventory availability, payment processing, picking & packing, shipping, delivery tracking, returns, and customer support. For growing businesses, an OMS provides real-time visibility into order status, reduces manual effort, and automates workflows to save time and cost.

Platform preview

Best Features Order /On Field Management / Sales Force Automation

πŸ’° Secondary Sale

Track and manage the complete dealer-to-retailer sales flow with accuracy. Ensure smooth order movement across multiple distribution levels, boosting efficiency and reducing leakages.

πŸ‘₯ Attendance By Location

Monitor employee presence in real-time with GPS-based location tracking. Simplify attendance verification and improve workforce accountability.

πŸ“ Client Visit Tracking By Location

Record and monitor client visits with GPS-based check-ins. Gain visibility into field activities, build stronger client relationships, and enhance productivity.

πŸ’³ Follow Up & Payments

Automate client follow-ups and simplify payment collections. Ensure timely reminders, reduce delays, and improve cash flow efficiency.

πŸ“Š Reports

Generate detailed performance reports with actionable insights. Track sales growth, employee efficiency, client interactions, and payment status for data-driven decisions.

πŸ“¦ Sale / Defect Returns

Simplify return management by handling both sales and defective products seamlessly. Ensure quick replacements or refunds while keeping inventory updated.

🎯 Sales Target By Dealer / Sales Executive

Set, assign, and monitor sales targets for each dealer or sales executive, with clear visibility into target achievement and performance.

πŸ”” Live Notifications

Get real-time updates and alerts on important activities, tasks, visits, targets, and sales updates.

πŸ—ΊοΈRoute Mapping

Organize and map sales routes by Zone, Depot, and Route for better territory management and efficient field operations.

πŸ“¦Manage Stock

Manage and track stock items, including product availability, quantities, and inventory movement for efficient sales and distribution management.

πŸš€Quick Setup

Quickly configure essential settings, master data, and system preferences to get started with minimal effort.

🧭 Check-In / Check-Out by Longitude & Latitude

Track employee check-ins and check-outs using GPS coordinates to verify attendance and field activity locations.

πŸ‘₯ Onboard New Leads

Seamlessly onboard new dealers and clients and keep their information organized.

Contact Us