Beat Map

Intermediate · 6 min · Field team

Shows your customers and routes on a map, so you can fix customer locations, set your central point and see how well your area is covered.

Open this screen in Stockivio →

Beat Map

Set Manually on MapSave Central Point

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Distances, stop order and live tracking only make sense when every shop has a correct pin on the map. Beat Map is where the sales manager checks those pins, places missing ones by hand and sets the central point (usually the godown) that routes start from. It also shows gaps: localities with customers but no route.

Before you start

Add customers with full addresses (Customers)
Create at least one route (Routes)

Step by step

Open Beat MapUnder Stockivio ERP, open Beat Map. Your customers appear as pins, grouped by route.
Set the central pointPlace the map on your godown or office and press Save Central Point. Planned distances are worked out from here.
Find customers without a pinOn the Customers screen, Find map pins for customers without one tries to locate shops from their address. Come back to Beat Map to check the results.
Fix a wrong pinSelect the customer and press Set Manually on Map, then click the exact spot of the shop. Save it.
Use the salesman's phone for accuracyFor hard-to-find shops, the salesman can stand at the shop and use Capture My Location on the customer record, then Confirm this location.
Review coverageLook for clusters of pins that are not on any route, or routes that zig-zag. Adjust stop order or move customers between routes in Routes.

Worked example

Sharma Traders imported 140 customers. Twelve shops in Sanganer have no pin, and Gupta Kirana Store shows up 3 km away from where it really is.

Open Beat Map, centre the map on the Tonk Road godown and press Save Central Point.
On Customers, press Find map pins for customers without one; 9 of the 12 Sanganer shops get a pin.
Back on Beat Map, select Gupta Kirana Store, press Set Manually on Map and click the correct corner in Malviya Nagar.
Ask Imran to visit the remaining 3 shops and use Capture My Location on each.

Result: All 140 customers now have pins, the central point is the godown, and Planned Metrics on Routes shows realistic kilometres for Malviya Nagar and Sanganer.

💡 Tips

Fix pins before generating the month's beat schedule, so planned km in the Beat Planner are correct.
Zoom right in when using Set Manually on Map; a pin on the wrong side of a main road can add kilometres.
If your business has two godowns, save the central point for the one most routes start from.

⚠️ Common mistakes

Trusting address-based pins blindly. Spot-check a few on the map, especially for rural addresses.
Never saving a central point, which leaves distances measured from a default place.

Questions

Who can move a pin?

Anyone with access to Beat Map or the Customers screen. Restrict this in Staff & Limits if pins keep moving by mistake.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Beat Map and show pins grouped by route.
Scene 2: Centre on the godown and press Save Central Point.
Scene 3: Jump to Customers and press Find map pins for customers without one.
Scene 4: Back on Beat Map, fix Gupta Kirana Store with Set Manually on Map.
Scene 5: Point out an uncovered cluster and explain how to add it to a route.