Sales rep management software for SRs, MIOs and field officers

Set up your territories the way you already think about your market: by thana, by bazaar, by route. Each customer gets a territory and an assigned rep. When a new retailer is added, you know straight away whose responsibility they are.

Posify24 uses the name your industry uses. In a medicine distribution account the field staff are called MIOs, in fertilizer and agro chemicals they are Field Officers, in animal feed and FMCG they are SRs, and in other businesses they are Sales Reps. The customer's licence field follows the same logic: Drug Licence No. for medicine, Dealer Licence No. for fertilizer, agro and feed, and Trade Licence No. for FMCG and general trade.

When an order is entered, it records the rep as the reference. That one field feeds everything else. The rep-wise product sales report shows what each rep sold, product by product, so you can see who is pushing the new item and who is not. Orders and deliveries work as described on the sales orders and delivery page, and in a distribution account an order can be booked before stock arrives.

The rep outstanding report lists the bills each rep still has to collect, as on any date you choose, grouped by territory, customer or branch. Hand it to the rep on Saturday morning and you both know the target for the week.

The customer due ageing report groups dues into 0-30, 31-60, 61-90 and 90+ days, by territory. Payments settle the oldest bills first, so old money cannot hide behind new sales. Customer credit limits stop a rep from loading a shop with more stock than it can pay for. More on the due ledger page.

Set sales targets for each rep, per product, per month, in quantity and in value. At the end of the month, compare target against actual and talk about real numbers. The Sales Insights screen also shows target against actual alongside revenue, discounts and returns; see reports and sales insights.

Set up a sales commission rate for each rep and Posify24 applies it to every sale that records them, with a commission report to settle at month end.

• Territories - define your areas and give every customer one
• Assigned rep - each customer has a responsible employee
• Industry labels - MIO, Field Officer, SR or Sales Rep by segment
• Licence number field - drug, dealer or trade licence per customer
• Rep on every sale - the reference recorded on each order
• Rep outstanding report - bills to collect as on a date, by territory, customer or branch
• Due ageing by territory - 0-30, 31-60, 61-90 and 90+ days
• Rep-wise product sales - what each rep sold, product by product
• Monthly targets - per rep, per product, in quantity and value
• Sales commission - set up and reported per rep

Field sales tools matter most to distributors and wholesalers of medicine, FMCG, fertilizer, agro chemicals and animal feed, who run teams of SRs, MIOs or field officers across several territories. Pharmaceutical distributors serving pharmacies get the MIO label and drug licence field from the medicine preset.