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Your role

Area supervisor

You supervise the reps at a distributor, closing each van's day, deciding stock differences on the vans and following how the beats are covered.

As the area supervisor you look after the reps on the road. Kila describes the role as: “Supervises the reps in their depot: approves outlets from the road, reconciles van days, checks shelves and follows coverage. No prices or credit limits.” At Mombasa Road Distributors this is Esther Wambui.

Kila opens your home page. Vans and reps on the road today lists each van’s day and the Differences waiting for a decision; Beats today: coverage and strike rate shows the visits made and the New outlets to approve that reps added on the road.

Esther Wambui's home page at Mombasa Road Distributors: Vans and reps on the road today with Differences waiting for a decision (1), and Beats today: coverage and strike rate with New outlets to approve (2).Esther Wambui's home page at Mombasa Road Distributors: Vans and reps on the road today with Differences waiting for a decision (1), and Beats today: coverage and strike rate with New outlets to approve (2).
  1. Close the vans’ days. When a van is back and the store has counted it in, count the rep’s cash and close the day: Close a van day.
  2. Decide the differences. A van short when counted in waits in Approvals as a Van stock difference for someone other than the rep.
  3. Follow the beats. Distribution › Beats and coverage shows each beat’s visits against the plan: see Set reps’ beats and targets.
  • Reconcile and close the vans’ days, and decide their differences.
  • Follow coverage and the reps’ visits, and see the outlets reps add on the road, waiting for approval.
  • Read the shelf audits under Distribution › Shelf audits.
Everything the role is allowed to do
General
View dashboard; Approve or reject requests
Point of sale
View sales
Stock
View stock
Customers
View customers
Credit
View credit and agreements
Reports
View reports
Field sales
View vans, van days, visits and rep performance; Reconcile van days: cash, M-Pesa and differences
Distribution
Approve or reject outlets added on the road; Check shelves at outlets: must-sell lines, facings, shelf prices, displays and photos

No approval limits: anything that needs approval goes to someone else.

Needs a manager

Prices and credit limits are not yours: orders over a customer’s credit go to the credit controller, the sales manager or the general manager.

Can the rep close their own van’s day? No: someone other than the rep counts the cash, and the count is theirs: I counted this cash and the count is mine. See Close a van day.

Where do I see a van’s difference? On your home page under Differences waiting for a decision, and in Approvals as a Van stock difference.

Who loads and counts the vans? The store. At Mombasa Road the count back in is blind: the store counts what is on the van and Kila compares it once it is sent.

Last checked on Kila on .

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