Salesmen
The master list of your salesmen: add each one with a code, phone and territory, keep them active or inactive, and see what stock they carry.
Why and when you use it
Every field-team screen in Stockivio, from routes and beat plans to targets, incentives and payroll, starts from the salesman record. The owner or sales manager adds salesmen here once, and the rest of the system picks them up from this list. If a salesman is not on this screen, you cannot give him a route, a target or a challan.
Before you start
- Know each salesman's name, mobile number and the area (territory) he covers
- Have your business set up (Business Setup) so codes and numbering work
Step by step
- Open SalesmenIn the left sidebar, under Stockivio ERP, open Salesmen. The list shows Code, Name, Phone, Territory, Status and Actions for every salesman you have added.
- Press Add SalesmanPress Add Salesman to open the form. Give the salesman a short Code you will recognise in reports, for example RAV01.
- Fill in name, phone and territoryEnter the full name and the mobile number he carries in the field. Territory is the area he is responsible for, such as a part of the city or a group of towns.
- Save the salesmanPress Save Salesman. He now appears in the list with an active status and can be picked on Routes, Beat Planner, Targets and Challans.
- Link a loginSo that he can use the phone screens (Today's Beat, My Work, Live Tracking), link him to a user login. This is done in Salesman Mapping; the login itself is created by an admin in Team or Staff & Limits.
- Keep the list cleanWhen someone leaves, change his status rather than deleting him, so that his past invoices, challans and performance history stay readable. Use the Actions column to open and edit a record.
Worked example
Sharma Traders, an FMCG distributor in Jaipur, is starting field sales with two salesmen: Ravi, who covers south Jaipur, and Imran, who covers the Sanganer side.
- Open Salesmen and press Add Salesman.
- Enter Code RAV01, Name Ravi Kumar, Phone 98290 12345, Territory Jaipur South, then press Save Salesman.
- Press Add Salesman again and enter Code IMR01, Name Imran Khan, Phone 98281 67890, Territory Sanganer, then press Save Salesman.
- Check that both rows appear in the list with an active Status.
Result: Ravi and Imran are now available in every drop-down that asks for a salesman: routes, beat schedules, targets, incentive slabs, challans and payroll.
💡 Tips
- Choose a code pattern (initials plus a number) and stick to it; codes are what you will scan in long reports.
- Use the mobile number the salesman actually carries, because customers and the office will call it from Today's Beat lists.
- Keep territory names the same as the territory you use on Routes, so Route Productivity groups correctly.
- Office and field users are counted separately against your plan, so check Plan & Usage before adding many logins.
⚠️ Common mistakes
- Deleting a salesman who has left. Mark him inactive instead so his history stays intact.
- Adding the same person twice with different codes. Search the list first; duplicates split his sales and targets in two.
- Forgetting to link a login. Without it, the salesman cannot open Today's Beat or My Work on his phone.
सवाल
Does adding a salesman create a login for him?
No. The salesman record is for field sales data. A login is a separate user that an admin creates, and Salesman Mapping links the two.
Can a salesman also be an employee on payroll?
Yes. Payroll lists salesmen with basic salary, incentive, allowance and deductions, so keep the same person's details consistent in Employees and Salesmen.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Sidebar, Stockivio ERP, open Salesmen and point at the columns Code, Name, Phone, Territory, Status.
- Scene 2: Press Add Salesman and fill in Ravi Kumar's code, phone and territory.
- Scene 3: Press Save Salesman and show the new row.
- Scene 4: Add Imran Khan the same way.
- Scene 5: Use the Actions column to open a record and change status, explaining why not to delete.
- Scene 6: Close by pointing to Salesman Mapping as the next step for logins.