A system for tracking sales reps and field sales
By Al-Arjan8 min read
Ordering from the phone
A rep needs to see the customer’s prices and item availability and to send the order before returning to the office. The order should enter one inventory and one customer account, not a side notebook. That is the core of the wholesale and distribution system, not a separate marketing page.
Routes and visits
Logging the visit — completed or not, with a short note — is enough at the start. Fleet or route tracking on a map is an add-on, quoted after the need is reviewed, and the path for that is fleet tracking if the requirement is vehicle movement rather than the customer visit alone.
What a sales-rep system includes and what is added later
Orders
- In the published starting scope:
- Yes: orders from the rep
- Added after scope review:
- Complex special pricing or multi-tier offers
Inventory
- In the published starting scope:
- Yes: stock tied to the order
- Added after scope review:
- Many warehouses or wide inter-branch transfers
Rep account
- In the published starting scope:
- Yes
- Added after scope review:
- Multiple overlapping commission plans
Visits
- In the published starting scope:
- Can be logged in scope
- Added after scope review:
- Continuous GPS tracking of vehicles
Branches
- In the published starting scope:
- By agreement
- Added after scope review:
- Wider multi-branch control
| Process | In the published starting scope | Added after scope review |
|---|---|---|
| Orders | Yes: orders from the rep | Complex special pricing or multi-tier offers |
| Inventory | Yes: stock tied to the order | Many warehouses or wide inter-branch transfers |
| Rep account | Yes | Multiple overlapping commission plans |
| Visits | Can be logged in scope | Continuous GPS tracking of vehicles |
| Branches | By agreement | Wider multi-branch control |
Want the cost and timeline for your specific project?
Get a quote in two minutesCollection, commission and sales reports
Every payment should be tied to the rep, the customer and the invoice, or debt and commission will be mixed. A daily or weekly sales report should show what was ordered, invoiced and collected, not a single unsourced figure. If you have more than one branch, also see multi-branch control.
To ask about a sales-rep system: WhatsApp us about a sales-rep system.
Frequently asked questions
What does Al-Arjan’s sales-rep system start at?
The wholesale and field-sales system starts from $2,000, over 6 to 12 weeks, as on the pricing page.
Does the system include ordering from a phone?
Yes; orders are part of the published starting scope, together with inventory and the rep’s account.
Is map-based vehicle tracking included in the price?
It is not assumed automatically; fleet tracking is a separate path, quoted after the need is reviewed.
How is the rep’s commission calculated?
According to your written rule, after orders and collections are tied to the rep’s account; complex plans are added in scope.