Side panel · BP-07Beat Planner

Routes that cover every outlet, at the right frequency.

Draw beats on a real map, set how often each outlet should be visited, and let the planner balance the load across salesmen. Coverage gaps show up before they become lost shelf space.

Beat Planner / Territory South
Week 41
Beat 07 · Tue18 outlets · 6.8 km · 7h 10m
2 coverage gapsA-class outlets missed last week
Rebalance suggestedMove 3 outlets to Beat 09, save 40 min
Visit frequencyWeekly to monthlySet per outlet class, A to D
Beat balanceBy time and valueNot just outlet count
Coverage gapsFlagged dailyOutlets missed against plan
What's in Beat Planner

Built for the beat, not the boardroom.

Every feature below is something a salesman, distributor or sales manager touches in a normal working week.

Outlets on a live map

Every retailer, wholesaler and chemist plotted with its class, last visit, average order and the distributor that serves it.

Permanent journey plans

Build a fixed weekly cycle per salesman. Monday is Beat 3, Tuesday is Beat 7. Changes roll forward without rebuilding the month.

AI beat rebalancing

When one beat runs 26 outlets and another runs 11, the planner proposes moves that even out travel time and order value.

Coverage and frequency

See which A-class outlets were missed this week and which C-class outlets are being visited more often than they earn.

Route order

Outlets are sequenced to cut back-tracking, so the salesman starts near the first shop and ends near the distributor point.

Distributor territories

Beats sit inside distributor territories, so every order flows to the right stockist without manual routing.

How it runs

STEP 01

Import outlets

Upload your outlet list from a spreadsheet or your existing DMS. Addresses are geocoded and pinned.

STEP 02

Classify

Tag outlets by class, channel and potential. Frequency rules follow automatically.

STEP 03

Draw beats

Lasso outlets on the map or let the planner suggest beats from distance and value.

STEP 04

Assign and publish

Assign beats to salesmen by day. The plan lands on their phones the next morning.

Label data
Beat PlannerBP-07
Outlet classesA, B, C, D or your own labels
Visit frequencyWeekly, fortnightly, monthly, custom
Map dataGeocoded addresses, manual pin correction
Bulk changesMove outlets between beats in one step
ExportsBeat sheets as PDF and spreadsheet

Works with the rest of the pack

  • Shares one outlet master, one product list and one price list with every other module.
  • Changes made at head office reach salesman phones the next morning, or instantly when online.
  • Every action is logged with who did it and when, for audits and claim checks.
  • Data can be exported at any time as spreadsheet or through the API on Bulk Pack.
Ingredients list

Beat Planner questions

01Can we keep our existing beat names?
Yes. Beat names, outlet codes and salesman codes are imported as they are, so your team keeps the language it already uses.
02Does rebalancing move outlets on its own?
No. The planner proposes moves with the reason for each one. A sales manager approves them before anything changes.
03What if an address will not geocode?
The outlet is listed for review. The salesman can drop a pin at the shop on the next visit and the map updates.
Free beat couponValid for 1 route30 days

Best started this month.

Pick one beat and one salesman. Load your outlets, run real orders with suggested quantities and see the sales facts update by evening. If it does not earn its place on the route, walk away.

BatchFB-2026
Net qty1 beat
Salesmen1
CardNot needed