A sales rep app for a drinks distributor.

How a drinks distributor in Kedah and Perlis gave 12 sales reps the right prices in every shop, and gave the sales manager a clear view of every visit.

sales.yourcompany.my
BVBeverages HQ
SearchCtrl K
Visits
Route plans
Customers
Orders47
Money
Collections6
Invoices
Warehouse
Stock
Deliveries
YKYee Keong · Sales manager

Visits today

Team North8Missed3
Live from 8 phones
Visits done52 of 99
Orders takenRM 41,86047 orders
CollectedRM 12,4306 payments
Missed visits3reasons given
RepVisitsOrdersCollectedLast check-⁠in
HNHanafiAlor Setar B6 of 14RM 5,090RM 2,150Kafe Delima · 10:52
SRSaravananJitra A8 of 12RM 6,720RM 1,800Kedai Hock Lee · 10:47
THTeik HockKangar C7 of 15RM 4,980–Kopitiam Sena · 10:55
ZKZakuanPendang9 of 13RM 7,410RM 3,260Mart Tualang · 10:40
SHSwee HuatArau5 of 11RM 3,150–Missed 1 · owner away
MNMuniandyGurun B6 of 12RM 5,420RM 2,100Kedai Bedong Jaya · 10:49
LMLokmanKuala Kedah4 of 10RM 2,880RM 1,320Missed 2 · shop closed
GSGuan SengChanglun7 of 12RM 6,210RM 1,800Kedai Jaya Baru · 10:51
HNHanafiAlor Setar B6 of 14
12345678
Kedai Runcit Soon LeeOrder RM 846
Restoran Laman BayuOrder RM 1,284
Mini Mart CahayaNo order · still has 20 ctn
Kedai Kopi Hong KeeOrder RM 612 · cheque RM 2,150
Mart Simpang KualaOrder RM 1,930
Kafe DelimaOrder RM 418
Mini Market Sri MurniNext · collect RM 3,480
Message HanafiOpen his route
Today’s route

Alor Setar B · 14 shops · Hanafi

6 of 14 visitedNext at about 11:20
Orders RM 5,090 · collected RM 2,150
Kedai Runcit Soon LeeJalan Pasar · order takenRM 846
Restoran Laman BayuTaman Uda · order takenRM 1,284
Mini Mart CahayaNo order · still has stock–
Kedai Kopi Hong KeeOrder and chequeRM 612
Mart Simpang KualaPetrol station shopRM 1,930
Kafe DelimaOrder takenRM 418
7Mini Market Sri MurniNext · collect RM 3,480Due
7 more shops after this
TodayCustomersOrdersCollect
10:58

On screen: Routes, orders and cheques on the rep’s phone.A real project. The business isn’t named, and names and figures on the screens are changed.

Business
Drinks distributor, Kedah and Perlis
Team
About 45 staff: 12 sales reps
Customers
About 1,200 shops, kopitiams and petrol station marts
Works with
SQL Account, WhatsApp
First version
4–⁠5 weeks
Project size
Business system, from RM 15k
Before

How selling worked before.

Twelve reps, a printed price list and a notebook each, and orders sent to the office on WhatsApp at 6 pm.

  • Reps carried a printed price list. Shops on special prices were remembered, or not.

  • Orders were written in a notebook and sent to the office on WhatsApp at the end of the day.

  • Reps couldn’t see stock, so they promised drinks that had already run out.

What we built

A day on the road, in five screens.

Reps kept visiting the same shops. Everything they need is now on their phone, and the sales manager sees it as it happens.

01Route plan

Every rep starts the day with a route.

The sales manager plans the week by rep and area, and shops not visited in three weeks are added.

sales.yourcompany.my

Route plans · week of 5 Oct

Team North8Next week
Send to phones
Area · shopsTue 6Wed 7 · todayThu 8
HNHanafi
Simpang Kuala12
Alor Setar B14
Alor Setar A13
SRSaravanan
Kodiang10
Jitra A12
Jitra B12
THTeik Hock
Kuala Perlis13
Kangar C15
Beseri14 +3
ZKZakuan
Tokai10
Pendang13
Sungai Tiang12
SHSwee Huat
Simpang Empat9
Arau11
Chuping10 +3
MNMuniandy
Bedong11
Gurun B12
Gurun A12
LMLokman
Langgar8
Kuala Kedah10
Alor Janggus11
GSGuan Seng
Sintok11
Changlun12
Kuala Nerang12
6 shops not visited in 3 weeks are added to Thursday’s plans (+3), and marked for the reps.
02Customer page

In the shop, the rep sees everything about that customer.

They see the shop’s prices, today’s stock, what it owes and what it usually buys, without calling the office.

Mini Market Sri Murni

Price list C · 30 days · Hanafi

OwesRM 3,480RM 1,980 overdue
Credit leftRM 4,520of RM 8,000
Their prices, per carton
Mineral water 1.5L840 ctn in stock
RM 10.80
Isotonic drink 500ml312 ctn in stock
RM 28.50
Soya bean 300mlOnly 36 ctn left
RM 19.20
Chrysanthemum tea205 ctn in stock
RM 17.60
Last orderWed 30 Sep · RM 1,500.00
CollectNew order
TodayCustomersOrdersCollect
11:24
03Taking an order

Orders start from what the shop usually buys.

The rep adjusts quantities, the credit limit is checked, and the order goes straight into SQL Account.

New order

Price list C · delivery Thu 8 Oct

Their usual · cartons
Mineral water 1.5LRM 10.80 · usually 30
−30+
Isotonic drink 500mlRM 28.50 · usually 10
−10+
Soya bean 300mlRM 19.20 · only 36 left
−12+
Chrysanthemum teaRM 17.60 · usually 8
−8+
Sparkling orangeRM 26.40 · new this month
−0+
Within the credit limitRM 3,539.80 left after this order.
RM 980.20Send order
TodayCustomersOrdersCollect
11:31
04Collecting payment

Cheques recorded in the shop, with a photo.

The rep picks the invoices it pays and sends a WhatsApp receipt, and accounts sees it before the cheque arrives.

Collect payment

Mini Market Sri Murni · owes RM 3,480

ChequeCashTransfer
PayDate 7·10
Ringgit
RM 3,480.00
⑈004817⑈ 0123⑆ 5520
Photo · 11:35 amRead RM 3,480.00
Pays these invoices
INV-3058826 Aug · 12 days overdue
RM 1,980.00
INV-3095130 Sep · not due yet
RM 1,500.00
Cheque no.004817
Save · receipt to Pn Murni
11:36
05Missed visits

A missed shop comes with a reason, the same day.

The rep checks in with a reason, plus a photo if the shop is closed, and the manager follows up.

sales.yourcompany.my

Missed visits · Wed 7 Oct

Today3This week7
Message reps
Visits done52 of 99by 11:00 am
Missed today3each with a reason
Not visited in 3 weeks6added to Thursday’s plans
SHSwee HuatArauKedai Ah Kiat10:20 · owner awayVisit Thu 8 Oct
LMLokmanKuala KedahKedai Runcit Kuala Mas9:40 · shop closedOrdered by phone
LMLokmanKuala KedahMini Mart Seri Kuala10:15 · closed for renovationVisit Mon 12 Oct
Not visited in 3 weeks 6Added to plans
Kedai Kopi Ban HinBeseri · last visit 15 SepTHTeik Hock
Mini Market Seri PerlisChuping · last visit 14 SepSHSwee Huat
4 more, all on Thursday’s plans

Each part is a feature with its own fixed price, agreed before we start. See how this project was priced or get a fixed quote for yours →

From the road to the office.

From the shop counter at 9 am to the owner’s summary in the evening.

  • Sales reps

    Follow today’s route, take orders and collect cheques, all on one phone.

  • YKSales manager · Yee Keong

    Plans the week’s routes, and sees visits, orders and collections live.

  • RYOffice admin · Ruby

    Gets orders already typed, with the right prices.

  • GCAccounts · Grace

    Sees every cheque and the invoices it pays, on the same day.

  • LCOwner · Lai Chun

    Sees sales and collections by rep every evening.

Since the notebooks went
  • No more end-⁠of-⁠day order messages.
  • No more promising drinks that are out of stock.
  • Every cheque matched to its invoices on the day.
Cost and timeline

Orders in the shop first, then routes.

In two phases, so reps were taking orders in the app within weeks.

Phase 1 · 4–⁠5 weeks

Orders in the shop

Phase 2 · 3–⁠4 weeks

Routes and collections

Project sizeFrom RM 15kBusiness system · first 3 months of care included?How we price a project

Want an app like this for your sales team?

Questions about this system.

What did this project cost?

Business system, from RM 15k. Every feature had a fixed price, agreed before work started, and the first 3 months of hosting and care were included.

Do reps need new phones?

No. The app opens in the browser on the phones they already use. There is nothing to install.

What if there’s no signal in the shop?

The rep keeps working. Orders and payments are saved on the phone and sent when the signal comes back.

Does it work with SQL Account?

Yes. Customers, price lists and stock come from SQL Account, and orders and payments go back into it, so the office doesn’t retype them.

Can we add deliveries and collections later?

Yes. The app sits on the same system as your orders, so delivery proof and collections can be added when you’re ready.

Another question? Ask on WhatsAppWe reply within one working day.

Free consultation

Tell us how you work today.

We’ll show you what we’d build first and what it costs. Free, no obligation.

  1. 1

    Send us a message

    Pick what sounds familiar and a time. We reply within one working day.

  2. 2

    A free 30-⁠minute call

    On WhatsApp or Google Meet. We look at how you work today.

  3. 3

    A fixed price for every feature

    Your written quote within 3 working days of the call.

Your free consultation30 min
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