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SalesTOS
FMCG & Distribution

Make every outlet visit part of a clearer sales day.

Connect the work of distributor sales representatives, beat supervisors and collection teams. Keep repeat outlet visits, product orders and account follow-up visible without relying on end-of-day messages.

FMCG & Distribution representative visiting a business customer in India
Illustrative industry photograph
Who it supports

Built for the people behind the customer relationship.

For FMCG distributors, wholesale suppliers and territory sales teams serving kirana stores and independent retailers. Field representatives record the visit; supervisors review activity across their assigned teams.

From challenge to action

Give everyday field work a clearer structure.

Missed repeat calls

A busy beat can leave smaller outlets without a planned return visit.

How SalesTOS helps

Use assigned customer lists and route planning to organise the day, then review completed visits against the intended coverage.

Orders arriving out of context

A product request sent separately from the visit is harder for the office to follow.

How SalesTOS helps

Capture product quantities in the customer order record while the representative is at the outlet.

Sales and dues discussed separately

The retailer may have a new requirement as well as an outstanding balance.

How SalesTOS helps

Bring order activity and collection follow-up into the same working day with the relevant modules.

Late visibility for supervisors

A total order value alone does not explain which outlets were reached.

How SalesTOS helps

Review attendance, visit history and team sales activity together before planning the next beat.

A typical working day

From the first call to the manager review.

A practical example for fmcg & distribution; the steps depend on your enabled modules and employee roles.

  1. Prepare the beat

    Check in and review the assigned outlets and route.

  2. Call on the retailer

    Log the customer visit and review previous order activity.

  3. Record replenishment

    Enter the requested products and quantities against the outlet.

  4. Follow up the account

    Review outstanding information and record the agreed payment follow-up.

  5. Review coverage

    The supervisor checks visits and orders, then identifies outlets needing another call.

Relevant capabilities

Useful tools, close to the customer.

For the field team

Outlet visits
Keep a dated visit record for each retailer.
Daily routes
Plan customer calls and review field movement.
Product orders
Record replenishment quantities against the customer.
Collection follow-up
Use outstanding and promise-to-pay records when collections are enabled.

For managers

Manager review
Bring team attendance, visits and sales activity into the reporting view.
Illustrative workspace · Sample data
Outlet coverage

Sample Central Stores

Customer activity · Example field day

  1. 1
    Morning beat: town centrePrepare
  2. 2
    Customer visit recordedVisit
  3. 3
    Replenishment order submittedRecord
  4. 4
    Account follow-up notedReview
Team view Activity available for review
Illustrative workflow composition for fmcg & distribution. This is sample data, not a live customer record or a promise of this exact screen layout.
Suitable packages

Choose the tools behind your workflow.

Review Field for visit activity, Sales for order work, Collection for account follow-up, and All-in-One for a combined workflow.

Explore the current plans and features for your team.

Features and availability follow the current package catalogue. Compare all package features and configured limits.

Practical questions

FMCG & Distribution FAQs

Can representatives record repeat orders at an outlet?

Yes. Order capture and customer order history support repeat ordering in the Sales workflow. Confirm your product catalogue and units during setup.

Does this replace distributor inventory software?

This page covers field execution and order capture. Warehouse stock, inventory valuation and fulfilment need a separately verified system or integration scope.

Can one representative sell and follow up payments?

All-in-One combines field, sales and collection modules. A representative can work with orders and account follow-up where their assigned permissions allow it.

How can a supervisor review beat coverage?

Customer visit records and route activity provide the basis for reviewing which outlets were reached. Agree the customer assignments and manager hierarchy before rollout.

What should we bring to an FMCG demo?

Bring a sample outlet list, a typical beat, a small product catalogue and an example outstanding account. These make it possible to walk through a realistic day without using sensitive live records.

Explore related field workflows.

View all industries

See your fmcg & distribution workflow in action.

Bring a representative customer account and a typical working day to the demo.

Schedule an Industry Demo