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Your role

Sales rep

Your day on the road with a van and a beat, visiting the shops on your phone, selling from the van, taking orders for delivery, and bringing back returns and empties.

As a sales rep you visit the shops on your beat, most days from a van loaded with stock. Kila describes the role as: “Visits the customers on their beat: takes orders, sells from the van, collects, checks shelves, takes back returns and empties, and adds new outlets for approval. No prices, credit limits or other reps’ routes.” At Mombasa Road Distributors, Kevin Otieno covers Syokimau and Embakasi in Van 1.

Kila opens My route on your phone: your van’s day, with its number and whether it is on the road, and Stops today, the shops on today’s beat with where each visit stands.

My route on Kevin Otieno's phone: Van 1's day on the road, and Stops today (1) with each shop's visit.My route on Kevin Otieno's phone: Van 1's day on the road, and Stops today (1) with each shop's visit.
  1. Visit each stop. Open the shop, tap Check in, then sell, take an order or record why there was none: Sell from the van on your route.
  2. Take back what the shop hands you. Damaged or expired goods with Take a return, crates and bottles with Empties back: Take back a market return and Take back crates and empties.
  3. Come back to the depot. The store counts the van back in and the supervisor counts your cash and closes the day: Close a van day.

Your beats and your targets are set by the sales manager: Set reps’ beats and targets.

  • Sell from the van for cash, M-Pesa or on account, and print the receipt.
  • Take orders for delivery, collect payments, and record No order, with the reason, or Not visited.
  • Take back market returns and empties.
Everything the role is allowed to do
General
View dashboard
Catalog
View products and services
Stock
View stock
Customers
View customers
Credit
View credit and agreements
Field sales
Sell, take orders and collect on own route and van
Distribution
Add new outlets on the road and update an outlet’s census details; Take in market returns from outlets on the road, on delivery or at the depot; Record empties and crates out and back, and container deposits; Check shelves at outlets: must-sell lines, facings, shelf prices, displays and photos
Approval limitUp to
Discounts5%

Needs a manager

  • A shop on hold. Kila sells to it for cash and M-Pesa only: On account is not offered.
  • A difference on the van. If the stock counted back in is short, someone other than you decides it in Approvals: at Mombasa Road the area supervisor, the sales manager or the general manager.
  • Crediting a return. You take the goods; the credit controller credits the shop once they are checked at the depot.

Why is On account missing for this shop? The shop is on hold, and the shop says why:

Kila shows:

On hold

Over 30 days late on KES 30,200; no answer to calls. No new credit until paid. No new credit; cash and M-Pesa are fine.

The van card says the device is not registered. Can I still sell? Yes, with a connection: “This device is not registered for selling. Ask an owner or manager to approve it from the till. Until then the till sells only with a connection.”

Who counts my van back in? At Mombasa Road the store counts it, blind: they count what is on the van and Kila compares it once it is sent. See Close a van day.

Last checked on Kila on .

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