Platform

Nine modules. One operating rhythm.

SmartSaleTracker is built for distribution — not retrofitted from generic CRM. Every module shares customers, SKUs, and users so nothing is re-typed and nothing is lost between teams.

01

Sales team management

Give every salesperson a beat, a target, and a scoreboard.

Define territories, reporting lines, and incentives. Watch daily achievement against plan, not last month’s spreadsheet. Coaching becomes specific because activity, orders, and collections sit on the same profile.

  • Territory and beat assignment
  • Role-based access for reps, supervisors, and owners
  • Target vs. achievement dashboards
  • Productive-call and coverage reports

02

Sales orders

Book the order at the outlet — and start fulfillment immediately.

Mobile order booking with live stock hints, schemes, and customer-specific pricing. Orders land in a queue the warehouse can trust, with edits and cancellations fully audited.

  • Field order booking with schemes and discounts
  • Recommended order from sales history
  • Status from booked to dispatched to delivered
  • Returns and replacements tied to the original invoice

03

Credit sales

Grow on credit without giving away the business.

Set limits by customer, hold deliveries when aging trips a rule, and give managers a clean exception workflow. Credit stops being a hallway conversation.

  • Customer-level credit limits and holds
  • Aging buckets with automated alerts
  • Approval workflows for exceptions
  • Risk view before the next load is planned

04

Payment collections

Cash in the bag should already be cash in the ledger.

Collectors and salespeople receipt against open invoices in the field. HQ sees instrument type, short payments, and bounce risk the same day — not after a weekend of reconciling envelopes.

  • Invoice-wise receipts
  • Cash, cheque, and digital instruments
  • Partial collections and on-account payments
  • Daily collection vs. target

05

Inventory

Know what you have in the warehouse — and in the van.

Stock is not a monthly count. It is a live picture of warehouses, godowns, and vehicle inventory, with reorder signals on the SKUs that actually move.

  • Multi-warehouse stock
  • Van and load-out inventory
  • Low-stock and expiry alerts
  • Transfer and adjustment history

06

Customer ledgers

Every outlet deserves a ledger that tells the truth.

Invoices, receipts, returns, and opening balances in one place. Sales and finance stop arguing about “what they owe” because both are looking at the same card.

  • Statement on demand
  • Opening balance migration
  • Outstanding by invoice
  • Shareable customer summaries

07

Accounting

Close the books without exporting a dozen CSVs.

Sales, collections, and expenses feed a finance view built for distributors: party-wise, route-wise, and product-wise. Your accountant still has control — they just start from facts.

  • Sales and collection journals
  • Expense capture
  • Period close support
  • Export-ready reports

08

Attendance

Pay for the day that was actually worked.

Clock-in from the field, pair it with first-visit time, and see absences before the morning meeting. Attendance is operational, not a separate HR afterthought.

  • Geo-tagged clock-in / clock-out
  • Late and absence summaries
  • Leave overlay on beat plans
  • Month-end attendance export

09

Real-time salesperson tracking

A live map is only useful if it changes decisions.

See who is on beat, who is idle, and who skipped an outlet. Pair GPS with visit outcomes so tracking is about coaching and coverage — not surveillance theater.

  • Live GPS and last-known location
  • Geofenced beats and deviation alerts
  • Visit duration and sequence
  • End-of-day route playback

Ready when you are

Put every sale, stock movement, and collection on one screen.

See how SmartSaleTracker replaces spreadsheets, scattered chats, and guesswork with a live operating system for distribution.