Project Description

Route Planning ERP Software

Saitec route accounting system is a custom ERP solution that captures and records sales transactions for distributors having mobile warehouses. This system is beneficial for distributors operating as direct store distributors, van sales, pre-sell, and delivery confirmation.

Our route accounting system is a complete software that helps the mobile systems function under the direct or indirect control of a central accounting system. In essence, it is a mobile point of sale system. Our route accounting system includes specialized functions and reports for mobile inventory control and management, mobile device management, remote settlement systems, and management reporting. These functions and reports help to streamline the accounting process for mobile businesses and improve accuracy and efficiency



The objectives of Sales Route Planning are to help businesses plan and optimize their sales routes, track and manage their sales reps, and improve their sales productivity.

  1. To obtain through Coverage of the market.
  2. To establish a salesperson’s responsibility.
  3. To evaluate Performance.
  4. To improve customer relations.
  5. To reduce sales expenses.
  6. To allow better matching of salesperson to customer.
  7. To benefit salespeople and the company.

Functional Areas of Sales Route Planning

  • Industrial Plants
  • Sales Person
  • Loading Point
  • Off-loading Point
  • Sales Area
  • Customer Relations


  • Time Management
  • Sales Settlement
  • Credit Management
  • MIS
  • Sales Team

Get Ahead of the Competition with Saitec's Sales Route Planning

How to Optimize Your Store for Direct Sales Distribution

  1. Distributors, primarily those who serve convenience stores, will use a route accounting system to manage direct sales from their trucks to their customers, the convenience stores.
  2. In the course of conducting this work, the DSD enterprise will load trucks with inventory, assign route sales professionals to customer groups and send these ‘mobile warehouses’ around the route to stock the shelves, accept return goods, and create invoices at the point of sale.
  3. The mobile side of the route accounting system may provide pricing, invoicing, inventory control, and customer information all of which may or may not be obtained from the back office ERP system. Ideally, it will also act as a mobile point of sale system while also receiving payments and ROAs (customer payments on account). The transactions are usually integrated into the enterprise’s ERP system automatically.

Make Your Pre-Sales Process More Efficient

  1. Similar to direct store distribution, pre-sales are simply customer orders where the inventory is not yet delivered. In this mode, mobile inventory control is usually not relevant and printed transactions may or may not be important.
  2. The mobile side of the route accounting system may provide inventory levels in multiple supply warehouses and may also provide for both sales and pre-sales orders to be handled within the same system.
  3. Ideally, these orders should be submitted automatically to the back office ERP system where they are fully integrated.

Get peace of mind with Delivery Confirmation

  1. Delivery confirmation provides a way to settle previously created customer orders, and pre-sales, at the mobile customer’s site. In this mode, mobile inventory control is usually relevant as is the need to print invoices.
  2. The mobile system may provide the ability to edit the order before closing, or the ability to put shorted items on backorder.

- Frequently asked questions

Sales route planning is the process of creating a plan for how a salesperson will spend their time when they are out meeting with potential customers. This plan will consider the salesperson’s goals, the customer’s needs, and the best way to reach potential customers.


Sales route planning is important because it helps sales representatives maximize their time and productivity. By planning their sales routes in advance, representatives can avoid wasting time travelling to and from appointments. Additionally, sales route planning can help representatives identify new potential customers and opportunities.


Sales route planning can help you increase sales by optimizing your sales territory, finding new customers, and improving your time management. By optimizing your sales territory, you can make sure that you are calling on the right customers and not wasting time on customers that are not interested in your products or services. Additionally, by finding new customers, you can expand your customer base and increase your sales. Finally, by improving your time management, you can make sure that you are using your time efficiently and not wasting time on activities that do not lead to sales.

Sales route planning can be tricky, and there are a few common mistakes that can be made. One mistake is not taking into account all of the factors that can affect sales, such as traffic, weather, and customer availability. Another mistake is not planning for contingencies, such as what to do if a customer cancels or if you get lost. Finally, some people underestimate the time it will take to complete a sales route, which can lead to frustration and lost sales.


There is no one-size-fits-all answer to this question, as the best sales route plan will vary depending on the products or services being sold, the geographical area being covered, and the salesperson’s individual preferences and strengths. However, there are some general tips that can help salespeople create an effective sales route plan:

  1. Start by mapping out the geographical area that will be covered. This will help salespeople to identify which areas are most important to focus on and which areas can be skipped over.
  2. Once the geographical area has been mapped out, salespeople should identify the specific businesses or customers that they need to visit.
  3. Once the businesses or customers have been identified, salespeople should create a schedule for visiting each one. This schedule should take into account the salesperson’s available time, the distance between each stop, and the estimated time required for each sale.
  4. Finally, salespeople should create a system for tracking their progress and recording their sales. This system will help salespeople to identify their most and least productive days and times, and to make necessary adjustments to their route plan accordingly.

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