🧭 A salesman's day on the phone

Beginner · 10 min · Field team

What a salesman does in Stockivio from morning to evening: open the day's beat and tasks, share location, visit shops, take orders and collections, and close the day.

Why and when you use it

Salesmen are the ones who make field reports accurate. When they mark visits, orders and collections on the spot, the office sees the day's business the same evening and the salesman's performance and incentive are credited correctly. This lesson is the routine to teach every new salesman on day one.

Before you start

Your login is linked to your salesman record (Salesman Mapping)
The month's beat plan is generated (Beat Planner)
Phone with internet and location turned on

Step by step

Start sharing locationOpen Live Tracking, choose Salesperson and press Start sharing my location.
Open Today's BeatOpen Today's Beat and press Refresh. This is your list of shops for today in route order.
Check My WorkOpen My Work and press Refresh. Note any task for a shop on today's beat, such as a stock check or collection.
Visit each shopGo in the order shown. At each shop, take the order and do any task from My Work.
Record ordersRecord the customer's order in Orders: New Order, Add Item for each product, then Save Draft or Submit Order as your office has asked.
Record collectionsRecord any money received the same way your business has set up, for example Add collection on the Distribution Desk or Record Payment on Payments, with the correct mode (cash, UPI, cheque).
Mark the visitBack on Today's Beat, mark the visit in the Action column before you leave the shop. Mark closed shops too.
Close the dayMark finished tasks on My Work, hand over cash as your office requires, and press Stop sharing on Live Tracking.

Worked example

Ravi of Sharma Traders works the Malviya Nagar beat on Monday, 16 Nov 2026. He has 18 shops and one task: collect ₹18,000 from Gupta Kirana Store.

9:30 am: Live Tracking, Salesperson, Start sharing my location.
Today's Beat, Refresh: 18 shops. My Work, Refresh: Collection ₹18,000 at Gupta Kirana Store.
At Gupta Kirana Store: New Order with 10 cases of atta and 5 cases of biscuits, total ₹12,400, Submit Order.
He collects ₹18,000 by UPI and records it as a collection; marks the My Work task done.
Marks the visit on Today's Beat; repeats for the other shops; one is closed and is marked so.
6:30 pm: hands over the day's cash at the office, presses Stop sharing.

Result: By evening the office sees 17 visits and 1 closed shop, ₹1,10,000 of orders waiting for approval and packing, and ₹18,000 reduced from Gupta Kirana Store's outstanding in Receivables. Ravi's numbers count towards his November target.

💡 Tips

Record everything at the shop, not in the evening; it is faster and avoids mistakes.
Keep your phone charged and carry a power bank; tracking and orders stop when the battery dies.
If you sell from van stock on a challan, your office may ask you to bill through Challan POS instead of Orders; follow their set-up.

⚠️ Common mistakes

Recording a cash collection but not handing it over the same day. Settlements will show a mismatch.
Forgetting to mark closed shops, which makes them look like skipped visits.
Leaving location sharing on at night.

सवाल

What if there is no internet at a shop?

Note the order and payment and enter them as soon as you have signal, before the next shop if possible.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Morning, Live Tracking, Start sharing my location.
Scene 2: Today's Beat Refresh and My Work Refresh.
Scene 3: At the shop, create a New Order and Submit Order.
Scene 4: Record the ₹18,000 collection.
Scene 5: Mark the visit on Today's Beat and the task on My Work.
Scene 6: Evening, Stop sharing; show the office view of the day.