Beat - Zoho ERP

The Beat app for Zoho ERP users is built to support sales and delivery teams with clearly defined, role-based access to customer, order, and payment workflows. By connecting field sales execution directly with Zoho ERP, the app ensures accurate data, faster operations, and better coordination across sales, delivery, and fulfillment teams. What sales teams can accomplish with this app: • Create and update customers on the go. Add new customers or modify existing customer details directly from the field. • Create and manage sales orders. Convert customer requirements into sales orders using the correct pricing, products, and tax rules. • Collect payments and update records. Record payments at the point of collection and sync them in real time for faster reconciliation. • View product catalogs and categories. Access up-to-date product and category information. • Follow assigned beat routes. View predefined beat routes to plan customer visits without manual coordination. Give management a view of an employee's activity on the field. • Plan customer meetings optimally. Know exactly which customers or territories to cover each day, with beat plans mapped and managed centrally. Use in-built maps to plan routes and log mileage efficiently. • Update status of customer meetings. Add notes and details about each customer meeting to enhance visibility within the sales team. What delivery teams can do with this app: • Access assigned customer lists. View customer details relevant to delivery operations. • View sales orders, invoices, and credit notes. Refer to confirmed documents during delivery to ensure accurate hand-offs. • Update packaging details during dispatch or delivery. Record packaging information as deliveries are executed. • Create sales returns directly from the field. Capture returns during delivery and sync them immediately with Zoho ERP. • Collect payments and record them in real time. Accept payments during delivery and ensure instant updates to financial records. • Follow beat routes for efficient deliveries. View assigned routes to optimize delivery planning and execution. Real-World Use Cases and Scenarios: • When a sales representative visits a customer: The salesperson creates/updates profiles, checks stock, places an order, and records payment. Everything syncs to Zoho ERP in real time. • When goods are delivered: The delivery executive views the invoice, updates packaging, and collects payment on the spot. • When a customer returns goods: The delivery person creates a return directly in the app, instantly updating inventory and finance records.