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DigiTS
Pre-sales & order taking

Pre-sales software that separates selling from delivering

Let reps sell on range and relationship today, and let an optimised delivery operation fulfil tomorrow.

In the pre-sales model the rep takes the order today and a dedicated delivery vehicle fulfils it tomorrow. Splitting the two jobs changes the economics: the rep is no longer constrained by what fits on the van, and the delivery run can be optimised around the orders that actually exist.

The trade-off is coordination. An order taken without visibility of stock, credit or pricing becomes a failed delivery, a credit note and an unhappy customer. Pre-sales only works when the order is validated at the point it is captured.

DigiTS validates in the moment — live stock, contracted pricing, promotions and credit position all applied on the device before the rep leaves the outlet.

01

Orders validated before the rep walks out

Every order is checked against the same rules your ERP would apply, so what is promised is what gets delivered.

Live stock availability with substitute suggestions
Contracted customer pricing and slab promotions applied instantly
Credit limit and overdue checks before the order is accepted
Minimum order quantity and case-size rounding enforced

02

Sell the whole range, not just what fits on a van

Pre-sales removes the physical ceiling on the conversation. Reps can push new listings, bulk packs and slow-moving range they could never carry.

Full catalogue with images, specs and pack data on the device
Must-sell SKU prompts by outlet classification
Order history and suggested reorder to speed the routine lines
New listing tracking to measure distribution build

03

Orders flow straight into an optimised delivery run

Today's orders become tomorrow's route. Because DigiTS owns both ends, there is no export, no re-keying and no gap between what was sold and what is dispatched.

Automatic consolidation of orders into delivery runs
Route optimisation by distance, time window and vehicle capacity
Electronic proof of delivery closing the loop back to the order
Partial delivery and rejection handled with reason codes

04

Coverage you can actually measure

Pre-sales lives or dies on discipline. DigiTS measures whether the plan was executed, not just whether a visit was logged.

Permanent journey plans with per-outlet visit frequency
GPS and geo-fence stamped visits
Strike rate, drop size and lines per call by rep and route
Missed-visit recovery in the following day's plan
Modules involved

The parts of the platform that deliver this

Sales Force Automation

Run van sales, pre-sales, delivery and collection from one paperless mobile app — fully integrated with your ERP.

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Last Mile Delivery

Plan, dispatch, track and prove every delivery — with live route optimisation and electronic proof of delivery.

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B2B Omni-Channel Commerce

A self-service web store and app for your trade customers — ordering, statements, payments and tracking, 24/7.

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Questions

Frequently asked questions

Should we use pre-sales or van sales?

It depends on your trade. Van sales suits dense, cash-based small outlets ordering little and often, where a second visit would be uneconomic. Pre-sales suits larger orders, credit accounts and territories where delivery can be consolidated efficiently. Most distributors end up running both, and DigiTS supports hybrid routes where a single rep does each where it fits.

How does pre-sales avoid promising stock that isn't available?

DigiTS shows live availability on the device at the point of order and applies minimum order and pack rules. Orders are validated against stock, pricing and credit before they are accepted, so the fulfilment team is not left reconciling impossible promises.

Can pre-sales orders come from the B2B portal too?

Yes. Orders from field reps, telesales and the customer self-service portal all land in the same fulfilment pool and are consolidated into the same optimised delivery runs.

Live walkthrough

See DigiTS running your routes

Book a 30-minute walkthrough with a specialist. We will use your product hierarchy, your pricing rules and one of your real routes — not a generic demo dataset.

Request a demo

Or email sales@digitsrtm.com