Small accounts are easy to overlook
A representative may repeatedly visit a few large trade counters.
How SalesTOS helps
Use assigned customers and visit history to review contact across the full territory.
Hardware & Tools
Give every trade counter a consistent follow-up.
Support hardware and tool distribution with clear retailer coverage, repeat product orders and account collections. Keep field representatives and territory managers working from the same customer activity.
Built for the people behind the customer relationship.
For hardware wholesalers, tool distributors and representatives calling on trade retailers and business customers. Managers can review coverage and team sales across assigned territories.
From challenge to action
Give everyday field work a clearer structure.
Repeat orders contain many small lines
Informal notes make quantities harder for the office to interpret.
How SalesTOS helps
Capture each configured product and requested quantity in the order workflow.
Visits and sales are reviewed separately
A lower order day may still include important customer follow-up.
How SalesTOS helps
Review visit activity with sales records rather than judging only the order total.
Collection conversations lose continuity
The next call needs to reflect the last discussion of the balance.
How SalesTOS helps
Use account follow-up and promise-to-pay records when collections are enabled.
A typical working day
From the first call to the manager review.
A practical example for hardware & tools; the steps depend on your enabled modules and employee roles.
Build the trade route
Review assigned counters and planned visits.
Call on the retailer
Log the visit and discuss replenishment needs.
Capture order lines
Enter the configured hardware items and quantities.
Discuss the account balance
Record the next collection action where appropriate.
Review coverage and sales
Managers check which accounts were visited and what was ordered.
Relevant capabilities
Useful tools, close to the customer.
For the field team
- Retailer coverage
- Keep a visible trail of trade counter visits.
- Route history
- Review movement across the territory.
- Repeat orders
- Use customer order history and product-wise capture.
- Collection follow-up
- Record commitments and payment conversations.
For managers
- Team targets
- Review sales activity against the configured performance workflow.
Illustrative workspace · Sample data
Trade counter round
Sample Reliable Hardware
Customer activity · Example field day
- 1Retailer check-in recordedPrepare
- 2Repeat product lines enteredVisit
- 3Order submitted for reviewRecord
- 4Collection follow-up updatedReview
Team view Activity available for review
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
Hardware & Tools FAQs
Can representatives capture multi-line hardware orders?
Product-wise order records support configured catalogue items and quantities. Test a typical trade order and its units during the demo.
Does this tell us whether a tool is in stock?
The field order workflow does not itself promise real-time stock availability. An inventory source and integration would need to be confirmed.
Can managers review smaller retailers as well as key accounts?
Assigned customer lists and visit history support account-level review. Territory ownership and reporting permissions should reflect the actual team.
Are repair jobs for tools included?
Tool repairs, spare-parts jobs and service ticketing are not part of the capabilities described on this page. Discuss those systems separately.
Can the same employee collect payments after taking an order?
All-in-One combines sales and collection modules. Account visibility and payment activity depend on the employee permissions configured for your business.
Explore related field workflows.
Industrial Supplies & Packaging
Connect industrial customer visits, repeat product orders and account collections.
Explore Industrial Supplies & Packaging solutions
Electrical & Lighting Products
Keep electrical dealer coverage, contractor visits, product orders and payment conversations connected.
Explore Electrical & Lighting Products solutions
Building Materials & Cement
Connect dealer and site visits with material orders, territory activity and payment follow-up.
Explore Building Materials & Cement solutionsSee your hardware & tools workflow in action.
Bring a representative customer account and a typical working day to the demo.