Let's talk

Distribution & Field Sales

Distribution and Field Sales Management Software

Secondary sales are reported the next morning on WhatsApp, beat plans are followed loosely, and outstandings are only discussed once the collection is already late.

Distribution runs on two numbers that rarely agree: what was despatched, and what actually sold through to outlets. Primary sales are recorded properly because they are invoiced; secondary sales depend on whatever the field team remembers to report.

The field layer is where the visibility disappears. Beat plans are issued and followed approximately, an order taken at a counter is written in a book, and receivables build quietly at retail until someone runs an ageing report and starts making phone calls.

What changes

  • Beat plans issued per salesperson, with GPS-verified visits and attendance recorded at the outlet
  • Orders captured at the counter on mobile, working offline and syncing when signal returns
  • Outstanding balance for the outlet visible before the next order is taken
  • Dispatch raised against available stock, with the invoice generated from the order

The application

Sazinga Field

Orders, stock, dispatch and the people on the road, in one place

Run CRM, orders, inventory, dispatch, invoicing and a GPS-tracked field sales team from one system, with an offline-first mobile app.

Distribution & Field Sales — frequently asked questions

What software do distributors use to manage field sales and secondary sales?

Distributors need beat plans and journey cycles, order capture at the outlet, live stock and dispatch, collections against outstandings, and attendance with location for the field team. Sazinga Field holds primary stock, secondary orders and receivables on the same set of records.

Does the mobile app work without a connection?

Yes. Orders, visit notes, photographs and collections are recorded on the device whether or not there is signal, and sync when the phone reconnects. The record keeps the time and location of the visit itself, not the time it uploaded.

How are outstandings controlled at the point of order?

The outlet's balance and ageing are shown to the salesperson before the order is entered, and credit limits can block or flag an order that would take an outlet beyond its agreed exposure. Collections are receipted on the spot and posted against the specific invoice.

Can it show the difference between primary and secondary sales?

Yes. Stock moved from the company to the distributor and stock moved from the distributor to retail outlets are recorded separately, so stock in trade, sell-through by outlet and the coverage achieved against the beat plan can each be reported.