Beat - Zoho ERP

The Sales Beat app for Zoho ERP users is built to support sales and delivery teams with clearly defined, role-based access to customer, order, and payment workflows. By connecting field sales execution directly with Zoho ERP, the app ensures accurate data, faster operations, and better coordination across sales, delivery, and fulfilment teams. What sales teams can accomplish with this app: • Create and manage sales orders. Convert customer requirements into sales orders using the correct pricing, products, and tax rules. • Collect payments and update records. Record payments at the point of collection and sync them in real time for faster reconciliation. • View product catalogs and categories. Access up-to-date product and category information. • Follow assigned beat routes. View predefined beat routes to plan customer visits without manual coordination. Give management a view of an employee's activity on the field. • Plan customer meetings optimally. Know exactly which customers or territories to cover each day, with beat plans mapped and managed centrally. Use in-built maps to plan routes and log mileage efficiently. What delivery teams can do with this app: • Access assigned customer lists. • View customer details relevant to delivery operations. • View sales orders, invoices, and credit notes. Refer to confirmed documents during delivery to ensure accurate hand-offs. • Collect payments and record them in real time. Accept payments during delivery and ensure instant updates to financial records. • Follow beat routes for efficient deliveries. View assigned routes to optimize delivery planning and execution. Real-World Use Cases and Scenarios: • When a sales representative visits a customer in the field. The salesperson creates or updates the customer profile, checks available products and offers, places a sales order, generates an invoice, and records payment. Every update is synced to Zoho ERP in real time. • When goods are delivered to the customer location. The delivery executive views the sales order and invoice, updates packaging details, collects payment if required, and records any sales returns on the spot. • When a customer returns goods during delivery. The delivery person creates a sales return directly from the app, and the return is immediately reflected in the records for inventory and finance teams.