Empower your field sales reps and merchandisers with AI-powered tools. Real-time order management, GPS tracking, beat planning, share-of-shelf analysis, and deep KPI analytics — all in one platform.
From order capture to shelf compliance — Vertex SFA covers the full cycle for sales reps, merchandisers, managers, and administrators.
Capture orders with product lines, pricing, discounts, and delivery info. Full confirm → dispatch → deliver workflow.
Real-time location with geofence validation. Know exactly when and where reps visit customers — with proof.
Plan daily routes per rep. Track compliance in real time. Identify deviations and optimise territory coverage.
Track all 7 KPIs — LPPC, BP, ECO, PJP, GEO, TSIM, TSIO — with rep-level drill-down and trend analysis.
Build custom reports from 50+ data fields. Apply filters, save templates, export ERP-ready CSV with one click.
Super Admin, Client Admin, Manager, and Sales Rep — each with tailored dashboards and data permissions.
Export confirmed orders as ERP-ready CSV. Supports SAP, Sage, Navision, and custom ERP import formats.
Offline-capable Android app for field reps. Check in, capture orders, record visits, sync when online.
Each client gets their own isolated subdomain environment with full data separation and independent configuration.
AI-powered tools for shelf compliance, stock auditing, price checking, and real-time visibility across all stores.
AI-powered shelf analysis using photo capture. Automatically detect brand presence, competitor positioning, and planogram compliance with advanced image recognition.
Configurable Yes/No questionnaires with gondola-based product selection. Smart follow-ups based on responses. Build checklists in the dashboard, execute in the field.
Comprehensive stock-on-hand recording with category filters, real-time stock level monitoring, and automated out-of-stock alerts across all store locations.
Verify in-store prices against system prices. Flag deviations automatically and track competitive pricing with photo evidence for full audit trails.
Track product expiry dates across stores. Automated FEFO alerts, shelf-life management dashboards, and proactive notifications for near-expiry products.
Real-time merchandiser performance tracking with visit analytics, task completion rates, OOS trend analysis, and store compliance scorecards.
GPS-verified store visits with day-start selfie verification, check-in/check-out tracking, and comprehensive visit timelines with duration analytics.
Before/after photo capture for shelf execution, display setups, and promotional compliance. Auto-tagging by store, category, and visit context.
Quick in-store sales recording with product scanning, units sold tracking, and revenue analytics per store for complete merchandiser workflow.
Vertex SFA connects field reps, merchandisers, managers, and administrators in one seamless workflow.
Sales rep or merchandiser checks in via mobile app. GPS logs location. Beat plan loads with today's customer/store visits.
Rep checks into customer location. Geofence validates presence. Orders captured or shelf audits completed with photo evidence.
Manager sees live GPS, order counts, shelf compliance, and KPIs instantly. New orders and audit data stream in real time.
Admin confirms orders, exports ERP-ready CSV, reviews merchandiser compliance reports, and analyses performance across all teams.
Industry-standard KPIs built specifically for FMCG and distribution field sales teams.
Average SKU lines per invoice. Measures product range selling effectiveness per visit.
Percentage of planned calls that resulted in an invoice. Core measure of rep productivity.
Percentage of active outlets that purchased at least once in the period.
How closely reps follow their pre-planned journey routes. Measures route discipline.
Visits where rep GPS matched registered customer location within geofence radius.
Average hours per day the rep spends in the field from day start to day end.
Average hours per day spent inside customer locations based on check-in/check-out.
Request a demo and see how Vertex SFA can give your team complete visibility and control over field sales and merchandising operations.