Moving from field activity reporting to real-time field execution control. ERIPS SFA connects Van Sale (DSD), Pre-Sale, Delivery, Merchandising, Equipment Service, Asset Verification, Auditing, and Surveys into a single, offline-first mobile platform — unified with your back-office ERP and SAP.
Consumer goods manufacturers and distributors face identical operational bottlenecks when field teams operate without active system controls.
Reps arrive at retail outlets without visibility into past buying trends, outstanding credit balances, or cooler maintenance tickets.
Paper order books and handwritten delivery sheets cause data entry errors, credit block confusion, and delays reaching the warehouse.
Commercial leadership discovers missed beats, unserved key accounts, and low strike rates days later, rather than during the shift.
Differences between loaded vehicle stock, delivered cartons, and cash handed over are written off at month-end instead of being held to rep accountability.
Every stage feeds the next — governed by mandatory verification steps, GPS geofencing, and the End-of-Day Closure Gate.
Van sellers verify loaded stock against warehouse transfer orders before rollout. Pre-sellers sync offline master data.
Optimized, GPS-sequenced beat of scheduled outlets. Priority accounts, overdue collections, and delivery time-windows highlighted.
GPS timestamp verifies physical rep presence within geofenced radius before unlocking the customer record.
Outstanding balance, credit limit, past 12 visits, Must-Sell List (MSL), and AI-suggested re-order baskets reviewed on site.
Direct vehicle stock deduction for Van Sales or forward pre-order booking with instant tiered promotional discounts.
Issue thermal printed invoice or digital PDF. Record cash, cheque, or POS payment with instant customer ledger updates.
Execute AI-Powered Image Recognition & Merchandising, trade cooler audits, asset barcode checks, and surveys.
Mandatory reason codes for unserved stops, physical truck count reconciliation, and cash settled to the Rep Accountability Ledger.
Order history from past 12 visits, credit limits, overdue invoices, and Must-Sell List (MSL) items are displayed before the rep speaks to the store owner.
Pre-sellers, van sellers, delivery drivers, and supervisors each have distinct operational duties. ERIPS SFA adapts its interface and controls to each specific role.
Dedicated to demand generation, outlet coverage, Must-Sell List (MSL) compliance, and capturing orders for warehouse fulfillment.
Carries vehicle inventory, sells directly from truck stock, issues thermal invoices on site, and collects cash and cheques.
Fulfills orders booked by pre-sellers, manages delivery routes, handles returns, and records electronic Proof of Delivery.
Executes hybrid sell-and-deliver operations, accompanies reps on market visits, performs spot audits, and handles approval overrides.
Each module executes its specialized operational workflow while reading and writing to the exact same customer master, truck inventory, and visit record.
Sell directly from vehicle inventory, print on-the-spot invoices, collect payments, and settle truck stock with zero discrepancy.
Eliminate phantom inventory. Every carton removed from the vehicle is accounted for via tax-compliant mobile invoice, returned crate log, or rep variance ledger entry.
Reps book outlet orders for subsequent warehouse fulfillment — separating sales negotiation from delivery logistics.
Reps walk into each store armed with data-driven re-order suggestions and credit clearance status — closing more lines per call with zero pricing dispute.
Orders booked via Pre-Sale are scheduled, route-sequenced, and verified at drop-off with digital Proof of Delivery.
Capture customer signatures and geo-tagged photos of delivered pallets. Discrepancies between ordered and delivered cartons are settled immediately on the digital manifest.
In-store retail execution powered by computer vision — validating shelf share, planograms, and brand presence in seconds.
Eliminate subjective audits. Field reps take a shelf photo and the vision AI computes facings and competitor share instantly — driving contract compliance and trade marketing ROI.
Track trade equipment — company coolers, freezers, and beverage dispensers — from deployment to maintenance and retirement.
Manage tens of thousands of trade refrigerators. Detect unauthorized competitor product inside branded coolers, log repair tickets on site, and safeguard capital expenditure.
Field teams physically confirm that equipment listed in the central register actually exists in the outlet and is in active use.
Keep company balance sheets clean. When an asset is scanned in a store, its GPS location, serial number, and working condition update in real time in the central asset register.
Supervisors and QA teams conduct structured, evidenced field audits across retail outlets, van stock, and route execution.
Auditing is not just a score. If a supervisor flags a pricing non-compliance or broken shelf strip, a corrective ticket is automatically pushed to the territory rep's next beat.
Before speaking to the outlet owner, the sales rep sees the full commercial picture. Order suggestions are computed from the store's unique velocity — eliminating guesswork and accelerating transaction speed.
Retail Tier A • ID #CUST-4892 • Beat Route North-12
| Credit Limit / Status | $5,000 Limit • $1,240 Current Balance |
| Overdue Aging | $0 Overdue (Clean Payment Record) |
| Order History | Last 12 visits logged • Avg Drop: $410 |
| Pricing Tier | Wholesale Level 2 + Summer Promo Scheme |
| Deployed Trade Assets | 1x Chiller (Ser #CH-9921) • Verified Active |
Based on past 12 visits and weekend run rate, stock for SKU-102 (Juice 1L) and SKU-204 is projected to run out in 2 days. Must-Sell List items highlighted.
Order, delivery, and payment belong to the same workflow. ERIPS SFA enforces personal accountability via the Rep Accountability Ledger.
Invoices are issued on the spot using mobile thermal printers or generated as digital e-invoices with tax-compliant QR codes.
Capture payments in cash, cheque, bank transfer, or digital mobile POS. Collections immediately adjust customer credit availability.
At the End-of-Day Closure Gate, loaded stock minus sales and returns must equal vehicle count. Differences are held to the rep.
Field teams encounter real-world exceptions every day. ERIPS SFA routes requests with approval hierarchies directly to managers and back-office teams.
Commercial and credit exceptions raised by reps during customer visits.
Chiller and trade marketing hardware lifecycle tickets.
Daily logistical and route modifications requested by the field rep.
Field visits, sales volumes, delivery statuses, merchandising scores, and collections roll up automatically into pre-built Power BI and Microsoft Fabric models.
Standardized operational and financial metrics calculated natively inside ERIPS SFA.
| Metric Name | Category | Influenced Modules | Strategic Formula / Significance | Target Benchmark |
|---|---|---|---|---|
| Strike Rate (SR) | Sales Effectiveness | Van Sale, Pre-Sale | (Productive Buying Calls / Total Visits) × 100 | > 80% |
| Call Completion Rate (CCR) | Coverage Discipline | All Modules (PJP) | (Visited Outlets / Scheduled Journey Plan Outlets) × 100 | > 95% |
| Lines per Call (LPC) | Basket Depth | Van Sale, Pre-Sale | Total Unique SKU Lines Sold / Total Productive Calls | > 4.5 SKUs |
| Drop Size / Average Order Value | Sales Value | Van Sale, Pre-Sale | Total Sales Value / Total Number of Orders | Continuous Growth |
| Journey Plan Compliance | Operational Discipline | Field Routing | Visits conducted in exact scheduled sequence and geofence | > 92% |
| Must-Sell List (MSL) Compliance | Distribution Depth | Pre-Sale, Merchandising | % of mandated core SKUs successfully ordered per outlet | > 90% |
| Perfect Store Score | In-Store Execution | Merchandising (AI), Auditing | Composite score: Planogram + SOS + OSA + POSM branding | > 85 Pts |
| On-Time In-Full (OTIF) | Fulfillment Quality | Delivery, Pre-Sale | % of orders delivered within committed window without missing SKUs | > 96% |
| Suggestion Acceptance Rate | AI Optimization | Pre-Sale, AI Engine | % of AI-recommended re-order SKUs accepted by customer | > 65% |
| Van Stock Shrinkage / Variance | Financial Governance | Van Sale, Closure Gate | Total physical inventory variance vs. booked sales at day-end | 0.00% |
ERIPS SFA is engineered as an enterprise-grade extension of your core business systems — ensuring zero data friction across departments.
Sales, delivery, merchandising, and warehouse share the exact same pricing tiers, outlet status, and inventory numbers.
Encrypted SQLite database on device enables full transaction capture with zero mobile signal, queuing updates safely.
Orders, invoices, and cash entries flow directly into ERP billing documents without requiring manual spreadsheet staging.
Clean-core integration using standard SAP BTP Cloud Integration iFlows, RFCs, and REST/OData APIs for maximum governance.
Every stage of a rep's day feeds the next — nothing re-entered, nothing waiting for end-of-day.
The rep's day starts with a planned sequence of outlets to visit.
The rep checks in at the outlet, opening that customer's record for the visit.
Order history, balance, and relevant pricing are visible before the sales conversation starts.
The order is captured at the point of sale, with suggestions drawn from past buying patterns.
Payment is recorded against the order and the customer's running balance updates immediately.
Merchandising checks, equipment checks, asset verification, or audit tasks are completed before moving on.
The visit, order, delivery, and any field task feed straight into the connected record — no separate re-entry.
Order history from the last 12 visits, credit balance, approved discount tiers, and customized pricing are visible before the rep even speaks to the store owner.
ERIPS SFA is not a single tool with add-ons — each module below runs its own workflow, and all seven share the same customer, stock, and visit data.
Reps carry stock on the vehicle and complete the sale, delivery, and collection in a single visit.
If van stock and cash don't match what was loaded and sold by end of day, a variance is flagged for the supervisor to review — before it becomes a write-off.
Reps take orders in the field for later fulfilment from the warehouse — separating the sales visit from the delivery run.
Each order screen surfaces what that outlet typically buys, so reps spend the visit selling rather than guessing what to offer.
Orders captured through Pre-Sale are planned, dispatched, and confirmed without leaving a gap between "sold" and "delivered."
Every delivery closes with a signature, photo, and timestamp — so a dispute over what arrived is settled by the record, not a phone call.
The customer visit doesn't end with an order — shelf and store execution is captured in the same workflow.
Photo capture at the start and end of a merchandising visit gives a clear, timestamped record of what changed on the shelf.
Coolers, display units, and other trade equipment placed in the market are tracked from deployment to service.
Every service request against a deployed cooler or display unit is logged against its serial number, building a complete history from placement to resolution.
Field teams physically confirm what the asset register says should be in each outlet.
When a scanned asset doesn't match what the register expects at that outlet, it's flagged immediately — not discovered months later.
Supervisors and auditors run structured, evidenced checks across outlets, vans, and stock — and follow up until issues close.
Audit scores trigger corrective actions. If a supervisor flags a price-tag non-compliance, a corrective ticket is automatically assigned to the route rep for the next visit.
Van Sale and Pre-Sale (Modules 01 and 02 above) are the two selling models ERIPS SFA supports today. A business can run one, the other, or both across different teams and routes.
Support for a direct distribution model is on our roadmap. Full workflow details will be shared as this is finalised.
Before a rep says a word to the customer, the full picture of that relationship is already on screen.
Order suggestions are drawn from each outlet's own buying pattern — helping reps sell smarter without guesswork, not replacing their judgment.
Payment is part of the same workflow as the order, not a separate step handled later.
Payment recorded against the order at the point of sale, whether in cash, cheque, or digital payment.
The outlet's running balance and credit status update immediately, preventing overdue credit accumulation.
Collections reconcile automatically against orders and deliveries at day-end without manual spreadsheet tallying.
Field activity, sales performance, delivery status, equipment condition, asset accuracy, and audit results roll up together — so management isn't working from yesterday's picture, and isn't checking seven different systems to get today's.
Designed to connect with your existing business systems — ERP, SAP, and finance. Specific integrations are confirmed on a per-engagement basis.
We think about field sales as an operation to run, not just data to collect — which shapes how the platform is built.
The platform is structured around the people who actually run the field operation, giving each role dedicated views.
