Modules · Field sales

Van sales that post to your books

Load the van, sell offline, print the e-invoice, collect cash, card or transfer, and close the day. Each sale updates stock, the customer’s balance and the ledger.

How a van day works

  1. Load the van

    Transfer stock from the warehouse to the van, which is its own stock location. Unload what comes back.

  2. Follow the day’s route

    Each rep opens the journey plan for today. Skipped visits need a reason; customers not visited show in the office.

  3. Check in at the customer

    Check-in and check-out record the time and where the rep stood.

  4. Sell and invoice

    The rep sells from the van’s stock at the customer’s prices and prints the invoice with its e-invoice QR.

  5. Collect

    Cash, card or bank transfer, with the cheque or transfer reference.

  6. Close the day

    The rep counts cash and stock; the office approves the close.

Control from the office

Credit limits in the field

An order over the customer’s limit is held or refused, as your settings say. An invoice over the limit is refused.

Discount ceilings per rep

Each rep has a maximum discount; a line above it is refused.

A catalogue per rep

Reps sell only the items their catalogue holds.

Works offline

Visits, orders, invoices, payments and returns queue on the phone and sync when the signal returns.

Returns in the field

Returns are taken at the customer and credited by your approval and inspection rules.

Targets

A monthly sales target per rep, with progress on the rep’s home screen.

Questions buyers ask about van sales

Can a rep take orders and sell from the van in the same app?

Yes. A rep can take an order for later delivery, or invoice on the spot from the van’s stock.

What works without signal?

Check-in, check-out, skipped visits, orders, invoices, payments and returns. Loading the van and the end-of-day close need a connection.

Is the printed invoice e-invoicing compliant?

Axon Suite signs the invoice and issues its QR, which prints on the rep’s Bluetooth printer. An invoice made offline gets its QR once the van syncs.

Can we see what each rep collected?

Yes. Every payment is recorded against the rep, and the end-of-day close lists collections for the office to approve.

Does the sale reach the accounts?

Yes. The invoice posts its journal to receivables, sales and VAT, and the stock it took leaves the van at cost.

Not in Axon Suite yet

Said here so neither side spends a demo on it.

  • Merchandising: shelf photos, planograms and surveys
  • Route optimisation by road distance and traffic
  • Check-in refused outside a radius of the customer
  • Commission calculation
  • Truck dispatch by load

See your own van sale reach the ledger in 30 minutes.

Book a demo
Chat on WhatsApp