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Sales Force Automation

Every van, every route, every invoice — under control

DigiTS SFA replaces paper route books, spreadsheet reconciliation and end-of-day queues with one mobile app. Load out at the depot, then sell, deliver, collect and settle at the outlet — every customer-facing step completing with no signal at all, and every transaction posting straight into your ERP.

Offline at every customer visitReal-time ERP postingVan, pre-sell & hybrid routesMulti-language, LTR & RTL
What changes

What SFA replaces on day one

The practical difference between running this process on paper and spreadsheets, and running it on DigiTS.

Without DigiTS
With DigiTS

Reps carry paper route books and hand-write invoices

Digital journey plan with compliant invoices printed in-store

Van stock reconciled manually at end of day, hours late

Live van inventory, variance flagged the moment it happens

Cash collection tracked on spreadsheets and trust

AR collection with receipts, aging and settlement in-app

Sales data reaches head office days later

Every transaction posts to the ERP in near real time

Promotions applied inconsistently across the field

Promotion and rebate engine enforces the same rules everywhere

Capabilities

Everything in Sales Force Automation

31 capabilities across 6 areas — configured to your operation rather than switched on wholesale.

01

Van inventory control

Account for every case on every vehicle, from warehouse load-out to end-of-day settlement. These steps reconcile against live warehouse stock, so they run connected at the depot rather than offline.

Load In & Load Out

Warehouse-to-van issuance with mandatory confirmation by the driver before the route starts.

Load Transfer & Offload

Move stock back to the warehouse or between locations with full audit trail.

Van-to-Van Transfer

Reallocate stock between vehicles mid-route when demand shifts, with dual confirmation.

Inventory Reconfirmation

Blind or open stock counts during the day to catch variance before it compounds.

Load Request

Reps raise replenishment requests from the field against live warehouse availability.

SKU quantity changes with approval

Any adjustment routes through a configurable approval workflow — no silent edits.

02

Customer transactions

Everything a rep does in front of the customer, on one screen — all of it working with or without a network connection.

Direct invoicing

Sales, returns and free-goods invoices raised and printed at the point of sale.

Quotations & sales orders

Capture orders for next-day fulfilment on pre-sell routes with credit checks applied live.

Order-basis delivery

Deliver against orders raised by pre-sellers, telesales or the B2B portal.

AR collection

Cash, cheque and digital collection against invoices with live aging and receipt printing.

Merchandising & asset management

Shelf checks, planogram compliance and tracking of coolers, racks and branded assets.

Promotions & rebates

Volume, value, bundle and slab-based schemes applied automatically at invoice time.

03

Reverse logistics control

Returns are where margin quietly leaks. DigiTS makes every return a governed, tracked event.

Policy by SKU, category or quantity

Define exactly what can come back, from whom, and in what volume.

Open, restricted & scheduled returns

Three return modes so short-dated goods and damages follow different rules.

End-to-end warehouse tracking

Follow returned stock from the van to the bin it lands in, including disposal.

Reason-code analytics

See which SKUs, routes and outlets drive returns, and act on the pattern.

04

Pricing, discount & governance

Commercial control that holds up in audit — without slowing the rep down.

Customer-level special pricing

Contracted price lists per outlet, chain or channel, enforced on the device.

Instant discount with approval

Percentage or value discounts routed through single or multi-level approval.

Credit limit & overdue blocking

Stop sales to outlets breaching credit terms automatically, with override logging.

GPS, geo-fence & time stamping

Every visit carries location and time proof for genuine coverage measurement.

E-invoicing compliance

Structured invoice output designed for regional e-invoicing mandates such as ZATCA.

Multi-language documents

Invoices, receipts and delivery notes print in the user's language, with LTR or RTL alignment applied automatically.

05

Journey planning & coverage

Turn a territory into a repeatable, measurable schedule.

Permanent journey plans

Build weekly and monthly coverage cycles by route, rep and outlet frequency.

Dynamic re-sequencing

Reorder the day's calls by proximity, priority or missed-visit recovery.

Productive call tracking

Measure strike rate, drop size and lines per call — not just visits logged.

Must-sell SKU enforcement

Prompt reps on target SKUs per outlet class to lift assortment compliance.

06

Analytics & ERP integration

The field feeds head office, and head office feeds the field back.

360° analytics dashboards

Sales, coverage, collection and stock KPIs by region, route, rep and SKU.

Near real-time ERP posting

Invoices, receipts and stock movements land in SAP, Oracle, Dynamics or Odoo as they happen.

Offline at the outlet

Every customer-facing transaction completes with no signal; conflict-safe sync the moment connectivity returns.

Connected warehouse operations

Load-out, load-in and transfers reconcile against live warehouse stock, so those steps run online at the depot.

Configurable approval workflows

Model your own authority matrix for discounts, returns and adjustments.

Outcomes

What operations teams notice first

More outlets per day

Shorter in-store time and optimised sequencing let reps cover more of the territory without extra headcount.

Cleaner cash position

Collection, aging and settlement are captured at the point of payment instead of reconstructed later.

Stock you can trust

Van inventory is accounted for at every hand-off, so variance surfaces in hours, not at month end.

Audit-ready by default

GPS-stamped visits, approval trails and compliant invoicing stand up to internal and tax audit.

Questions

Sales Force Automation — common questions

Does DigiTS SFA work without an internet connection?

At the customer, yes — completely. Invoicing, order taking, delivery, returns and AR collection all complete with no signal at all, and sync conflict-safely as soon as connectivity returns. That is what matters on rural routes and inside large trade premises. Warehouse-side stock movements are the exception: load-out, load-in and transfers reconcile against live warehouse stock, so they need a connection. In practice that matches how routes run — the depot has connectivity, the back-street outlet often does not.

What is the difference between van sales and pre-sales in DigiTS?

In van sales the rep carries stock and invoices, delivers and collects on the spot in a single visit. In pre-sales the rep takes the order today and a separate delivery vehicle fulfils it the next day. DigiTS supports both models, plus hybrid routes where the same rep does van sales for some outlets and pre-sales for others.

Which ERP systems does DigiTS SFA integrate with?

DigiTS integrates with SAP, Oracle, Microsoft Dynamics, Odoo, Sage, Infor, Tally and custom in-house systems through REST APIs, middleware connectors and scheduled file exchange. Integration is bidirectional: masters and pricing flow down to the device, transactions post back in near real time.

How long does an SFA implementation take?

A single-country rollout on a standard configuration typically goes live in weeks rather than months. The variables are ERP integration complexity, the number of pricing and promotion rules to model, and how many depots and routes are in scope. DigiTS runs a phased approach, usually piloting one depot before scaling nationally.

Can DigiTS handle multi-language field teams?

Yes. The app is multi-language with full left-to-right and right-to-left layout support, so the entire interface realigns for RTL locales rather than simply swapping the words. Language is set per user, which means a mixed field team operates in their own languages against the same back office, and printed documents follow the same setting.

Is DigiTS SFA suitable for e-invoicing mandates like ZATCA in Saudi Arabia?

DigiTS produces structured invoice data designed to feed regional e-invoicing requirements, including the Saudi ZATCA phases, through your ERP or a certified e-invoicing provider. Specific compliance scope is confirmed per deployment.

Live walkthrough

See SFA running your operation

A 30-minute walkthrough using your product hierarchy, your pricing rules and one of your real routes — not a generic demo dataset.

Or email sales@digitsrtm.com