Today’s Beat
The salesman's phone screen for the day: the customers to visit today, with phone, address and visit status, so he can mark each visit as he goes.
Why and when you use it
This is the first screen a salesman opens in the morning. It replaces the paper beat list: it shows exactly which shops are planned today, in route order, with a phone number to call and an address to find. Marking each visit here is what makes Planned vs Actual and Performance reports accurate for the manager.
Before you start
- Your login must be linked to your salesman record (Salesman Mapping)
- The manager must have generated this month's plan (Beat Planner)
Step by step
- Open Today's BeatOn your phone, open Today's Beat under Stockivio ERP. You see Customer, Phone, Address, Status and Action for each stop.
- Press RefreshPress Refresh at the start of the day and whenever the office says the plan changed.
- Go in route orderVisit shops in the order shown; it follows the stop order set on the route, which saves fuel and time.
- Mark each visitAt each shop use the Action column to mark the visit. Do it while you are at the shop, not in the evening.
- Call before you goIf a shop is often closed, use the Phone number to check before you travel.
- Take orders and collectionsWhile at the shop, record the customer's order and any payment collected as your business has set up, so the office sees them the same day.
Worked example
It is Monday, 16 Nov 2026. Ravi of Sharma Traders opens Today's Beat at 9:30 am. The Malviya Nagar beat shows 18 shops, starting with Gupta Kirana Store.
- Ravi presses Refresh and sees 18 stops.
- At Gupta Kirana Store he takes an order for ₹12,400 and collects ₹5,000 against last week's bill, then marks the visit in the Action column.
- The fourth shop is closed; he marks the visit accordingly instead of leaving it blank.
- By 6 pm all 18 rows have a status.
Result: Ravi's Status column is complete. The manager sees 17 visits done and 1 shop closed in Planned vs Actual, and Gupta Kirana Store's order and collection are visible in the office the same day.
💡 Tips
- Keep Live Tracking sharing on during the beat if your manager asks for it; it proves the visit happened.
- Refresh after lunch; the office may add an urgent stop.
- If a customer is missing from your list, tell the office; it is usually a route or mapping issue.
⚠️ Common mistakes
- Marking all visits at the end of the day from home. Status times and location will not match and reports become unreliable.
- Skipping shops without marking them. An unmarked stop looks like a missed visit, not a closed shop.
Questions
My list is empty. Why?
Either today is a holiday, no beat is planned for you today, or your login is not linked. Ask the office to check Beat Planner and Salesman Mapping.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Phone view, open Today's Beat and press Refresh.
- Scene 2: Read the first row: Gupta Kirana Store, phone, address.
- Scene 3: Mark the visit using the Action column.
- Scene 4: Mark a closed shop.
- Scene 5: Show the completed list with every Status filled.