Beat Planner
The monthly visit plan: generates which route each salesman covers on which date, skipping holidays, and lets you adjust individual days.
Why and when you use it
Without a plan, salesmen decide for themselves where to go, and some shops are visited every day while others are forgotten. The Beat Planner turns your routes and their frequency into a calendar for the month. The sales manager generates it once a month, fine-tunes it, and from then on each salesman sees his day's beat on his phone.
Before you start
- Create routes with a frequency and salesman (Routes)
- Enter the month's holidays (Holidays)
- Optional: add vehicles if salesmen use a van (Vehicles)
Step by step
- Open Beat PlannerUnder Stockivio ERP, open Beat Planner. The grid shows Date, Beat, Salesman, Vehicle, Planned km (one-way) and Status.
- Pick the monthChoose the month you are planning. Plan before the month starts, for example in the last week of the previous month.
- Generate SchedulePress Generate Schedule. Stockivio spreads each route over the month according to its frequency and salesman, and skips the days marked in Holidays.
- Review each dayRead down the list. Check that no salesman has two beats on the same day, and that Planned km (one-way) looks sensible for the vehicle.
- Adjust individual daysChange a day's beat, salesman or vehicle where needed, for example when a salesman is on leave or a market is closed that day.
- Refresh after changesPress Refresh after you change routes, holidays or salesmen so the plan reflects the latest set-up.
- Track statusAs the month runs, the Status column shows how each planned beat went. Compare them in detail in Planned vs Actual.
Worked example
Sharma Traders is planning November 2026. Malviya Nagar is visited twice a week by Ravi, and Sanganer twice a week by Imran. Diwali falls in the month and the company has marked those days as holidays.
- Open Beat Planner and choose November 2026.
- Press Generate Schedule.
- Check that Malviya Nagar appears on Mondays and Thursdays for Ravi and that the Diwali holidays have no beats.
- Imran has leave on 20 Nov 2026; change that day's Sanganer beat to Ravi, who has no beat that day.
- Press Refresh and confirm the list.
Result: Every working day of November has a planned beat. On each date Ravi and Imran see the right route on Today's Beat, and at month end Planned vs Actual compares the plan with what really happened.
💡 Tips
- Enter holidays first; generating before holidays are in means editing many days by hand.
- Keep Planned km (one-way) in mind when assigning two-wheelers; long rural beats may need a van.
- Plan the month in one sitting and share it with salesmen on the first working day.
- If you change a route's frequency mid-month, regenerate only after checking which days have already been worked.
⚠️ Common mistakes
- Generating the schedule before routes have salesmen. Beats without a salesman never reach a phone.
- Forgetting a local market closure day. Add it as a Custom holiday and Refresh.
- Editing a past day to make the plan look complete. Leave past days as they were so Planned vs Actual stays honest.
सवाल
Does the planner skip Sundays automatically?
The planner skips the days that are not working days. Use Check Working Day on the Holidays screen to confirm a specific date.
Why is Planned km one-way?
It shows the distance from the start point to the last stop. The return trip depends on where the salesman ends his day.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Beat Planner and explain the columns.
- Scene 2: Choose November 2026 and press Generate Schedule.
- Scene 3: Scroll to Diwali dates and show they are skipped.
- Scene 4: Change 20 Nov from Imran to Ravi.
- Scene 5: Press Refresh and show the final plan.
- Scene 6: Switch to Ravi's Today's Beat to show the result on the phone.