A Sales Executive app that shows what every customer owes, beat by beat

Sales Executives have their own phone app in DFIE. Each customer’s open bills are in view with their bill dates, so the next visit starts with the facts.

Outstanding at their fingertips

Customers and their open bills, each with its bill date, are listed in the app, with counts of what is overdue, due and upcoming.

Beat by beat

The list and the counts follow the beat chosen, and customers with no assigned beat still have a section of their own.

Collection visits on record

Collection visits can be recorded in the app, offline if needed, and are sent when the network returns.

Part of the same system

Sales Executive sales appear in the sales dashboard.

Used by: Sales Executive, Admin, Accounts

Common questions

Does the Sales Executive app book orders?

No. Orders are taken and billed in the distributor’s existing software. DFIE’s Sales Executive app is for the dues: customer outstanding, beats and collection visits.

Does the sales app work as an installable app?

Yes. It installs on the phone from the browser, like the Delivery Executive app.

Related features

Solutions

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