Move off Onsight. Own the order book your reps build.

Each stockist carries its rep, how often it should be seen, the trade price list it buys on and its recent orders. No cap on how many you hold.

• check Retailers whose ordering has slowed or stopped, with what they used to spend
• check Lines similar stores stock that this one has never ordered, and what that gap is worth
• check The trade price list on the customer record, picked up on every order line
• check As many products, customers and orders as your business has, with no plan limit

Every stockist has a visit rhythm. See who is due this week, who has been missed and what each missed store is worth before the month closes.

• check Calls, orders won and average order value per rep against a target you set
• check Stores no one has visited past their due date, with what each is worth
• check Reassign a run of stores between reps and see both workloads first
• check A weekly summary of last week's calls and orders, written from the records

Running a deal is one step. Knowing which stores put it on display and whether it moved stock is the part a sales manager actually needs.

• check Display, ticket and shelf price recorded against each deal in each store
• check Stores that have not been checked while a deal is live, listed before it ends
• check Which deals lifted orders in the stores that ran them properly
• check The deal price applied to the order line, so no rep keys it by hand

Orders reach Xero or MYOB without a per-user connector fee, and credits follow the approval steps you set.

• check Submitted orders written out for Xero, MYOB or NetSuite in one step and marked sent
• check Orders that never reached your books, flagged on the attention list
• check Credits that cannot skip approval, with batch codes required on tracked lines
• check Order confirmations and rep reports printed under your own name and logo