Field and van sales

Vans and reps selling on a route, with each van's stock, sales, collections and cash checked at the end of the day.

Find it: Sell, then Field sales, or search field sales in Kila

Field and van sales is for businesses that sell from vans and through reps who visit shops on set days. A rep loads stock in the morning, sells, takes orders and collects payments along the route on a phone, and comes back in the evening. Kila keeps each van as a stock location, so you see what left on the van, what was sold, what came back and whether the cash and M-Pesa match.

Who it suits

Part of the set-up for Wholesale & distribution.
Can be added by Shop, Food & drink service, Stay, Appointments, Fitness & memberships, Jobs & repair, Professional services, Health care, Production, Education, Logistics & field and General.

Distributors and wholesalers first, and any business with reps on the road.

What is included

Switch	What it does	To start
Route visits	Each rep’s planned stops for the day, visited or not with a reason, with an optional location.	On
Rep targets	Monthly sales, collection and visit targets for each rep, and their progress.	On
Selling with no signal	Reps’ approved phones keep selling, collecting and recording visits offline within the device’s limits; everything syncs once.	On

Where to find it

Sell › Field sales: “Vans and reps on the road: loads, sales, collections, visits and the end of each day.” Its tabs are My route, Reps’ routes, Targets, Performance and Settings.
Sell › My route: a rep’s own day on the phone, with the stops planned for today.

Van sales start off: “Switch van sales on under Settings to load vans and sell from them.” Until then, reps take orders and collect on their routes.

Switch it on

Needs Stock switched on first.
On from the start for Wholesale & distribution.
Other businesses: the owner switches it on under Administration › Business profile, when the plan has it.

A wholesale and distribution business has it as soon as its plan does. For any other kind of business it is optional: the owner switches it on under Administration › Business profile. See Switch a module on.

Plans

On the Growth and Enterprise plans. Enterprise is arranged with Kila’s sales team.

Plan	A month	Branches	Users	Tills	Active products	Sales per month	Field and van sales
Starter	KES 2,500	2	5	3	1,000	3,000	Not included
Business	KES 7,500	6	30	12	10,000	15,000	Not included
Growth	KES 14,500	12	50	24	50,000	60,000	Included
Enterprise	Through sales	From 25	From 100	From 50	From 200,000	From 500,000	Included

Stock: each van is a stock location.
Delivery: deliveries to the customer’s door.
Credit: selling on account to the shops a rep visits.