Salesman Mapping
Links each salesman to his user login and to the customers and routes he covers, so the phone screens show him only his own work.
Why and when you use it
A salesman record and a user login are two different things. Salesman Mapping joins them, so when Ravi signs in on his phone, Stockivio knows he is Ravi and shows his beat, his tasks and his customers. The owner or an admin does this once per salesman, and again whenever a salesman changes area or a new person joins.
Before you start
- Add the salesman first (Salesmen)
- Create his user login (Team or Staff & Limits)
- Set up the routes he will cover (Routes)
Step by step
- Open Salesman MappingIn the left sidebar, under Stockivio ERP, open Salesman Mapping. You will see your salesmen and what each one is linked to.
- Pick the salesmanChoose the salesman you want to map, for example the one whose phone screens are empty.
- Link his loginSelect the user login that belongs to this salesman. Each salesman should have one login of his own; do not share a login between two people.
- Assign routes and customersChoose the routes and customers he covers. These decide what appears on his Today's Beat and which customers he can bill or collect from.
- Save the mappingSave your changes. The mapping takes effect the next time the salesman opens or refreshes a field screen.
- Check from his sideAsk the salesman to open Today's Beat and press Refresh. If the list is empty on a working day, check the mapping and the Beat Planner for that date.
Worked example
Sharma Traders has created a login for Ravi. Ravi covers the Malviya Nagar route, which includes Gupta Kirana Store. Imran covers the Sanganer route.
- Open Salesman Mapping and pick Ravi Kumar (RAV01).
- Link him to the login the admin created for him.
- Assign the Malviya Nagar route to Ravi and save.
- Pick Imran Khan (IMR01), link his login, assign the Sanganer route and save.
- Ask Ravi to open Today's Beat on his phone and press Refresh.
Result: Ravi now sees Malviya Nagar customers such as Gupta Kirana Store on his phone, and Imran sees only Sanganer customers. Their sales and collections are credited to the right person in Performance and Payroll.
💡 Tips
- Map routes rather than individual customers wherever possible; when you add a customer to a route, the right salesman picks him up automatically.
- Redo the mapping on the same day a salesman changes territory, so his old customers do not keep showing on his phone.
- Give each salesman his own login. Shared logins make Live Tracking and audit history meaningless.
⚠️ Common mistakes
- Linking the wrong login to a salesman. His sales will be credited to someone else; fix the link and check recent invoices.
- Mapping a route but forgetting to put customers on that route. Use Add customers to their routes on the Customers screen.
Questions
The salesman sees no customers. What should I check?
Check three things in order: his login is linked here, his route is assigned here, and the Beat Planner has a visit for him today.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Salesman Mapping from the Stockivio ERP menu.
- Scene 2: Pick Ravi Kumar and link his login.
- Scene 3: Assign the Malviya Nagar route and save.
- Scene 4: Repeat for Imran with the Sanganer route.
- Scene 5: Switch to a phone view and show Ravi's Today's Beat filled in after Refresh.