Zeymo Mobile · Field sales

Your salesman’s whole day,
in his pocket.

Plan the week, visit with a GPS stamp, sell on the spot, collect cash and cheques, hand over to the cashier — one app, wired straight into your ERP. No paper, no “I’ll enter it when I’m back.”

Call cycle: the week planned day by day — a visit at Acme Industries and a follow-up call, with done items belowMy Sales: commission earned this month, expected at month end, paid year-to-date, and sales & collection target barsCustomer 360: outstanding balance, overdue amount, YTD sales, average pay days, sales trend and ageing buckets
A rep’s day

Six steps, zero paperwork

1
Plan
The call cycle lays out the week — visits, calls and follow-ups, day by day. Yesterday’s history sits right under today’s plan.
2
Visit
Check in at the customer with a GPS-stamped visit and log the outcome. Managers see coverage, not guesswork.
3
Sell
Open the customer, tap “previously ordered”, adjust quantities, done — a clean order with the same tax and discount math as the office.
4
Collect
Take cash and cheques on the spot — cheque number, bank and due date captured properly, receipts issued from the phone.
5
Hand over
End the day with a formal hand-over sheet to the cashier. The ledger posts when the cashier accepts — cash that reconciles itself.
6
See where you stand
Commission earned, expected at month end, sales and collection targets, and a peer ranking — live, not at month close.
For the rep

Everything about the customer, before the handshake

  • Customer 360: balance, overdue, YTD sales, average pay-days, top products
  • Statement of account — exported to PDF and emailed from the phone
  • Every invoice, order, receipt and visit, in one place
  • Customer locations pinned on GPS — find the shop, not the street
  • One-tap reorder of what they bought last time
For the cash

Collections that survive an audit

  • Multi-tender collection: cash and cheques, with number, bank and due date
  • “Money held” view — what’s in the rep’s bag right now, cash and cheques
  • Formal hand-over sheet to the cashier at day’s end
  • The ledger posts when the cashier accepts — no double entry, no gaps
Sales Management on mobile: 93% of company target, ahead of pace, and a reps-versus-target chart
For the manager

Oversight without a laptop

  • Company target gauge, paced against the month — ahead or behind, at a glance
  • Every rep against target, with profit and margin (hidden from reps)
  • Peer ranking that keeps the team honest
  • Create orders on a rep’s behalf, allocate salesmen to customers
  • GPS-stamped visit history — coverage you can verify

And when you’re driving: ask Zed“How are my salesmen doing against target?” — and get the answer read from live data.

📱 iOS & Android🔒 Biometric login📍 GPS-stamped visits🧾 PDF statements & receipts💱 Your currency & timezone
Questions

Straight answers

Does it work offline?

The salesman app needs a connection — it works against your live ERP so stock, prices and balances are always current. For tills that must sell through an outage, the Zeymo POS terminal app keeps a local database.

Can my reps see profit and margins?

No — profit is hidden from reps by design. Reps see their own sales, targets, commission and peer rank; managers see the same plus profit, margin and per-rep drill-downs.

What does the office see?

Everything, live: GPS-stamped visits, orders as they’re placed, money held in the field, hand-overs pending acceptance, and each rep against target in the Sales Management view.

Which phones does it run on?

iOS and Android, with biometric login (Face ID / fingerprint). It’s the same Zeymo mobile app — salesman tools are one module on the home screen, gated by each user’s permissions.

Do I need the whole ERP?

The mobile app comes with the Professional tier of Zeymo One, working over the Sales and Inventory modules. If you run another ERP, talk to us — the modular platform is built for exactly that conversation.

Put it on your reps’ phones this month.

A 30-minute demo with your products and your route — then decide.

Book a demo