An operations portal for a field sales team
Stores, visits, orders, stock, commissions and invoicing in one internal platform — replacing a spreadsheet workflow across dozens of retail accounts.
Overview
A field sales team was running its territory out of a shared spreadsheet — route plans in one tab, store visits in another, and the reporting assembled by hand at the end of every cycle.
The problem
The spreadsheet had become the system of record for a function the business could not operate without, with no history, no permissions, and no way to answer who changed what.
What we did
We scoped it to one complete loop — plan a route, run the visits, file the report — then grew it into the whole operation: orders and stock across the warehouse and the delivery vehicle, a commission engine that reconciles payouts, invoicing and bills, and an updates feed that replaced the group chat. Every screen is role-aware down to the database.
Delivered
- Store & visit pipeline
- Orders & inventory
- Commission engine
- Invoices & bills
- Tasks & updates feed
- Role-based access
Disciplines
Product design, Full-stack, Data & mapping
Sector
CPG · Brokerage
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