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- Sales Field-Force & GPS Visit Tracking for ERPNext
A build-to-order ERPNext app that puts your field-sales beat plans,
GPS check-ins and on-site order capture inside ERPNext — tied to your real Customer and Sales Order records.
ECOSIRE builds, installs and supports it; it is not an instant download.
What is Sales Field-Force & GPS Visit Tracking for ERPNext?
A build-to-order ERPNext app that puts your field-sales beat plans, GPS check-ins and on-site order capture inside ERPNext — tied to your real Customer and Sales Order records. ECOSIRE builds, installs and supports it; it is not an instant download. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
FMCG and distribution companies run their field teams on WhatsApp photos, paper beat sheets and spreadsheets that never reconcile with ERPNext. You can see the Sales Order a rep booked, but not whether they actually stood at the outlet, when they arrived, which planned outlets they skipped, or whether the "market visit" happened at all. ERPNext core has no concept of a beat plan, a GPS check-in, or a geo-fenced attendance punch — Employee Checkin captures a timestamp but not a customer-anchored location, and there is no mobile flow that ties a rep's on-ground movement to the Customer and Sales Order records the business already trusts. That gap is where revenue leaks: phantom visits, unworked routes, and orders booked from the rep's home.
ECOSIRE builds a proper Frappe app — its own module with versioned DocTypes such as Beat Plan, Beat Plan Outlet (child table), Field Visit, Visit Order Item and Field Attendance — installed cleanly into your existing ERPNext bench so it upgrades and backs up with everything else. Each Field Visit is a Link to the standard Customer, so every check-in rolls up natively into that customer's dashboard and your existing reports. The mobile capture flow (a Frappe web form / PWA served from the same site, no separate app store dependency) records check-in and check-out with device latitude/longitude, and a hooks.py validate doc event runs the Haversine distance between the captured coordinate and the customer's stored geo-point — check-ins outside the geo-fence radius are flagged or blocked per your policy. Proof-of-visit photos attach as standard Frappe File records against the visit; on-site orders captured in the Visit Order Item child table can be submitted straight into a draft ERPNext Sales Order via a whitelisted server method.
Under the hood it is ordinary, maintainable Frappe: server scripts and Python controllers enforce the geo-fence and sequence-of-visit rules; client scripts drive the mobile form's GPS capture and conditional fields; a scheduler event (scheduler_events in hooks.py) rolls up daily beat adherence — planned vs actual outlets covered — and can email or Notification-alert supervisors on missed routes. Access is governed by Frappe Role Profiles and permission rules plus User Permissions on Sales Person / territory, so a rep only sees their own beat and a Regional Manager sees their region. Everything is reachable over the Frappe REST API and custom whitelisted methods (@frappe.whitelist()), so a dashboard, Power BI, or a future native app can read the same data. We build against Frappe/ERPNext v15 and v16.
Because this is build-to-order, nothing ships until we have agreed your scope on a short scoping call — your outlet master, geo-fence radius policy, beat cadence, order-capture rules and role hierarchy. From confirmed scope, typical delivery is one working week: we develop on a staging bench, run UAT against your real data, then install to your production ERPNext with a rollback plan. You receive the full source code for your version, a git repository handover, technical and user documentation, a training session, and a post-go-live support window. There are no invented download links, no "10,000 companies use this" claims, and no seat you pay for before it exists — you get software written for your distribution model and owned by you.
What you get
- Installable source code for your ERPNext version (v15 or v16), owned by you
- Installation and configuration on your production bench, including geo-fence radius, beat cadence and role setup
- Technical documentation: DocType schema, hooks, whitelisted methods and API endpoints
- User guide plus a live training session for reps, supervisors and admins
- UAT on a staging bench against your real outlet and customer data, with a documented rollback plan
- Post-go-live support window for defect fixes and configuration questions
- Git repository handover with full commit history
- Handover session covering upgrade, backup and how to extend the app
Who this is for
FMCG National Sales Manager
Runs distribution across many territories and needs proof that planned beats are actually worked. Wants planned-vs-actual outlet coverage, geo-verified visits and missed-route alerts rolling up inside ERPNext, not a separate tracking tool that never reconciles with orders.
Distribution Company IT / ERPNext Admin
Owns the ERPNext bench and refuses bolt-on SaaS that breaks upgrades. Needs a clean Frappe app with proper DocTypes, permission rules and REST access that installs into the existing site and is fully documented and owned in-house.
Regional / Area Sales Supervisor
Manages a team of reps on the ground and needs the day's beat, live geo-fenced check-ins and proof-of-visit photos for their region only — without being able to see other regions — plus daily adherence numbers to coach the team.
Field Sales Representative
Works outlets on a mobile phone, often on patchy networks. Needs a fast check-in/check-out flow, auto-filled outlet list from the beat plan, quick photo upload and on-site order capture that lands as a real ERPNext Sales Order.
How Sales Field-Force & GPS Visit Tracking for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Fit to your distribution model | Built to your beats, geo-fence policy and roles | Fully bespoke but you specify everything | Generic feature set, bend your process to it | No field-force concept at all |
| Customer-anchored visits | `Field Visit` links to standard `Customer` | Possible if you design it well | Often a separate silo, loose ERPNext link | Only Employee Checkin timestamp, no customer geo |
| Geo-fence enforcement | Server-side Haversine validate, configurable radius | Buildable but you own the logic | Varies; often display-only, not enforced | None |
| Beat / route planning | `Beat Plan` DocType with adherence roll-up | Design and build from scratch | Sometimes included, rarely ERPNext-native | Not available |
| On-site order to Sales Order | Whitelisted method posts to draft `Sales Order` | You build the integration | Export/import or shaky sync | Manual desk entry only |
| Ownership & source | Full source + git repo handover, you own it | You own it (and the maintenance burden) | Vendor-locked, per-seat SaaS | N/A |
| Delivery model | Build-to-order, one working week from confirmed scope | Months, unpredictable scope creep | Instant install, but generic | Immediate, but no capability |
| Support & upgrades | Post-go-live window + v15/v16 tested | Your team or none | Vendor SLA, upgrade at their pace | Core ERPNext support only |
Frequently Asked Questions about Sales Field-Force & GPS Visit Tracking
Is this an instant download from the Frappe marketplace?
No. This is a build-to-order app that ECOSIRE develops, installs and supports specifically for your distribution model. There is no instant download — we agree your scope on a scoping call first, then build it against your ERPNext site.
How long does delivery take?
Typical delivery is one working week from confirmed scope. The timeline depends on how many custom rules you need (geo-fence policy, order-capture logic, role hierarchy, integrations). We confirm the exact schedule after the scoping call, before any build work starts.
Which ERPNext versions do you support, and what about future updates?
We build and test against Frappe/ERPNext v15 and v16. You receive the full source and git repository, so you own it. During the post-go-live support window we fix defects and answer configuration questions; version upgrades or new features beyond that window are handled as a separate scoped engagement.
Does it work on the reps' phones without a separate app to install?
Yes. The mobile capture runs as a Frappe web form / PWA served from your own ERPNext site, so reps just open a link — no app-store dependency or extra per-seat license. GPS capture uses the device's browser geolocation.
How does the GPS check-in stop reps faking a visit?
Each customer stores a geo-point. On check-in, a server-side `validate` doc event computes the Haversine distance between the rep's captured coordinate and the customer location and compares it to your configured geo-fence radius. Out-of-fence check-ins are flagged or blocked per your policy, and timestamps are recorded server-side, not trusted from the device.
Does data stay inside our ERPNext, and can we get it out?
Yes. Everything lives as native DocTypes in your own ERPNext database — no external SaaS holds your data. Visits link to the standard `Customer`, and all records are reachable through the Frappe REST API and whitelisted methods for dashboards, Power BI or a future native app.
Can on-site orders become real Sales Orders?
Yes. Orders captured on a visit sit in a child table and post to a draft ERPNext `Sales Order` via a whitelisted server method, so your existing pricing, stock and approval flows apply. We scope the exact rules (draft vs submit, price list, credit checks) with you during scoping.
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Sales Field-Force & GPS Visit Tracking
A build-to-order ERPNext app that puts your field-sales beat plans, GPS check-ins and on-site order capture inside ERPNext — tied to your real Customer and Sales Order records. ECOSIRE builds, installs and supports it; it is not an instant download.
- Dedicated Frappe app + module installed into your existing ERPNext bench, upgrading and backing up alongside core
- `Field Visit` DocType Link-connected to the standard `Customer` so check-ins roll up natively on the customer dashboard and reports
- GPS check-in/check-out capturing device latitude/longitude with server-side timestamps, not client-trusted times
- Geo-fence enforcement via a `hooks.py` `validate` doc event running Haversine distance against the customer's stored geo-point, with configurable radius