Sales and Marketing Mobile Application
Your sales team and your distributors work from the EasyDairyERP app: orders, billing, outstanding, team performance, GPS tracking, attendance, market and procurement visits, and TA/DA claims.
The sales app puts the sales module in the pocket of everyone who sells: sales officers and managers in the field, the vehicle salesman on the route, and the distributors and dealers who order from the dairy. Each person sees only their own level of the hierarchy.
TeamDashboards for every level
Isolation levels separate what an SO, ASO, ASM, RSM, ZSM and management can see.
Dashboard menu
One menu for every sales report the user is allowed to see.
Team levels
Drill from the zone down to the route and the representative.
Business performance
Volume and value for the user’s own team, today and this month.
Year-on-year view
This year against last year, on the phone.
Dock-wise trend
Sales trend by dock and sales point.
Product volume, daily and monthly
Product-wise volume by day and month.
- Representative performance. Daily and monthly figures for each team member.
OrdersOrders, approvals and the bill desk
Orders come straight from the field and from distributors and dealers, with checks before they are billed.
Distributor-to-dealer ordering and sub-billing
Distributors take dealer orders, sub-bill and keep stock on mobile.
Mobile vehicle bill desk
Invoices, receipts and the crate list on the route.
Route-wise outstanding
Outstanding by route and by customer type, before the visit.
- Customer self-order with live status. Distributors and dealers place orders on the app and follow their status.
- ASO approval and order deviation approval. Orders outside the usual pattern go to the ASO for approval.
- Order locking on funds. An order can be locked until funds are available.
Field forceField force: GPS, DSR, tasks and claims
Sales officers punch in, visit, log tasks and claim allowances from the app; GPS shows the real route.
Company activity and expenses
Expense types flag a commute, a new lead or a client visit, and each expense records its payment mode: cash, DD, online or UPI.
Step-by-step guide ↗
Field activity map
Road route against raw GPS, numbered visits, punch places as addresses.
Claimed km against road km
Allowance claims are compared with road km and GPS km; claims above road km are flagged.
New business opportunities
First visits to new outlets are listed with who identified them.
- DSR with GPS tags and TA/DA claims. Daily sales reports carry GPS tags; TA/DA claims are made from mobile.
- Tasks and attendance on the app. Tasks of the day for existing customers or new leads, with punch-in and punch-out.
Keep exploring at your own pace
Every module page walks through the screens, reports and mobile apps in the same way, so you can see exactly how EasyDairyERP fits your dairy.
When you have seen enough, we are happy to show it to you live on our sample data: book a demo or call +91 94880 59495.