Sales Field-Force & GPS Visit Tracking for ERPNext

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 2 to 4 weeks: 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.