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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  — 1/1Pré-visualização ilustrativa

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.

O que é 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.

Recursos Principais

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
`Field Attendance` DocType for geo-fenced day-start/day-end punches tied to `Sales Person`, distinct from generic Employee Checkin
`Beat Plan` + `Beat Plan Outlet` child table for route/beat scheduling per rep per day or cycle
On-site order capture in a `Visit Order Item` child table that posts to a draft ERPNext `Sales Order` via a `@frappe.whitelist()` method
Proof-of-visit photo upload stored as native Frappe `File` attachments against each visit, with optional required-photo policy
Client scripts driving mobile GPS capture, conditional fields and outlet auto-fill from the beat plan
Scheduler event rolling up daily beat adherence (planned vs actual outlets covered) with supervisor Notification/email on missed routes
Role Profiles + permission rules + User Permissions on Sales Person/territory so reps see only their beat and managers see their region
Full Frappe REST API and whitelisted-method access to visit, beat and attendance data for dashboards, Power BI or a future native app
Mobile capture served as a Frappe web form / PWA from your own site — no third-party app-store dependency or per-seat SaaS
Built and tested against Frappe/ERPNext v15 and v16

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

  1. 1

    Você faz o pedido

    Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

  2. 2

    Nós criamos e instalamos

    A ECOSIRE cria, configura e instala no seu ERPNext.

  3. 3

    No ar + suporte

    Você entra no ar em cerca de uma semana útil, com duas semanas de suporte após a entrada em produção. Defeitos no código que entregamos são corrigidos gratuitamente.

Especificações Técnicas

Compatibilidade com ERPNext
—
Licença
A licença precisa de confirmação
Requisito Python
Python 3.10+
Banco de Dados
MariaDB 10.6+

Sobre este Produto

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.

O que você ganha

  • 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

Para quem é isso

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.

Como Sales Field-Force & GPS Visit Tracking for ERPNext se compara

CritérioECOSIREConstrução personalizadaConcorrenteNativo do ERPNext
Fit to your distribution modelBuilt to your beats, geo-fence policy and rolesFully bespoke but you specify everythingGeneric feature set, bend your process to itNo field-force concept at all
Customer-anchored visits`Field Visit` links to standard `Customer`Possible if you design it wellOften a separate silo, loose ERPNext linkOnly Employee Checkin timestamp, no customer geo
Geo-fence enforcementServer-side Haversine validate, configurable radiusBuildable but you own the logicVaries; often display-only, not enforcedNone
Beat / route planning`Beat Plan` DocType with adherence roll-upDesign and build from scratchSometimes included, rarely ERPNext-nativeNot available
On-site order to Sales OrderWhitelisted method posts to draft `Sales Order`You build the integrationExport/import or shaky syncManual desk entry only
Ownership & sourceFull source + git repo handover, you own itYou own it (and the maintenance burden)Vendor-locked, per-seat SaaSN/A
Delivery modelBuild-to-order, one working week from confirmed scopeMonths, unpredictable scope creepInstant install, but genericImmediate, but no capability
Support & upgradesPost-go-live window + v15/v16 testedYour team or noneVendor SLA, upgrade at their paceCore ERPNext support only

Perguntas frequentes sobre 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.

Solicitar orçamento

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

Solicitar orçamento

Conte-nos suas necessidades de Sales Field-Force & GPS Visit Tracking e enviaremos preços, opções de licença e uma proposta personalizada, normalmente em um dia útil.

Sem pagamento agora. Isto envia um pedido de orçamento à nossa equipe — responderemos por e-mail com preços e próximos passos.