For field reps
Shofol GO
The day's round, checking in at a shop, taking the order there and then, and an expense claim on the way home. With Field Force.
Your rep did one thing. Your storekeeper, your accountant and your CRM each got what they needed. Nobody re-typed anything.
Three of these are the app. One is a decision you keep — no rider commits your stock or your credit from a phone. The other six your ERP does on its own.
One rep, one route, one morning — and what each moment writes into the system behind him.
The route was planned in the office — twelve shops, in the order he should call on them. He opens the app and it is there.
A photo and the GPS reading go with it. If he is outside the shop's geofence, the visit is flagged — not silently accepted.
Last visit, what was ordered, what is still outstanding, and every note anyone has ever left on this customer.
This customer's price tier and the live stock figure — the real quantity in the warehouse, not last week's printout.
Cash, bKash or a cheque, against the invoice the shopkeeper names. This one does not wait for the office — the customer has paid, so the receipt posts and their balance falls before the rider pockets it.
Quantities, discounts and the total, agreed at the counter. He taps once and it is a real sales order in your system.
A rider at a counter has checked neither credit nor stock, so the order waits in a queue — with this customer's available credit and any short lines already worked out, so the decision takes seconds, not three screens.
One click. The order becomes an invoice, the stock moves, and the rider gets a notification he can show the shopkeeper. Refuse it instead and the reason is required, because he has to go back and explain.
The expense is logged against the day and the route, and goes into the approval queue rather than a shoebox.
Collection is where field software is usually weakest, and where a distributor loses the most. So it posts properly — and it does not pretend the cash is in your office when it is in a pannier.
Cash, bKash, Nagad, Rocket, cheque or bank transfer. A mobile payment will not save without its transaction id, because one that cannot be matched to a statement is one somebody will argue about.
A posted receipt against their ledger, not a note for the office to key in later. The shopkeeper who paid on Monday does not show a full balance on Tuesday.
It banks to a separate undeposited-collections account until the money reaches you. That balance is exactly what your riders are carrying — a figure you can count against at hand-over.
Every distributor asks the same question first: will my reps actually use it? It is built so that answer is yes.
Today, the customer, the catalogue, the order, the expense. There is nothing else to learn and nothing else to get wrong.
Orders and visits are taken offline and sent when the phone finds a network again. A basement godown does not stop the round.
Scan, tap, pick. The customer is on the route, the product is in the catalogue, the price comes from their tier.
His route, his customers, his expenses. Not the price list of another territory and not another rep's numbers.
Nobody in the office rings a rep to ask where he is or what he sold. It is already on the screen.
Where every rep is now and the path he has taken, logged in the background — so a route that was planned can be compared with the route that happened.
Orders by rep, by route and by customer, updating through the day rather than arriving as a report on Sunday.
Every order a rider took, with the customer's available credit and any line you are short of already worked out beside it. Confirm or refuse with a reason — the rider is told either way.
Shops skipped, check-ins outside the geofence, routes cut short. The exceptions surface instead of hiding in an average.
Outstanding balances travel with the customer record, so the rep standing at the counter knows before he takes the next order.
First check-in and last check-out are the working day. HR and payroll read the same events, so there is no second timesheet.
Which customers are slipping, which routes are underperforming and which balances are turning risky — read from your own numbers.
The day's round, checking in at a shop, taking the order there and then, and an expense claim on the way home. With Field Force.
Free while you are small, and the field app is included with CRM, HR and POS at no extra cost.