Core product

Field sales & automation

Run beat plans, visits, rep orders, targets and location intelligence.

Sales Representatives get a restricted mobile app while managers get planning, tracking and review screens.

  • Rep App
  • Beat plans
  • Geo check-ins
  • Live location, playback and insights
app.operlete.com — field sales & automation
Field sales & automation product view

Field sales & automation

Live in your workspace

What this page covers

Sales Representatives get a restricted mobile app while managers get planning, tracking and review screens.

Rep App

Beat plans

Geo check-ins

Live location, playback and insights

Structure

Plan the route, run the day, review the results.

Beat plans

Assign outlets to reps by day and territory.

  • Weekly routes
  • Outlet sequence
  • Territory mapping

Rep App

A focused phone app with only what reps need.

  • Start/end day
  • Geo check-in
  • Order booking

Location intelligence

See where reps are and where they have been.

  • Live location
  • Route playback
  • Visit insights
Operating flow

How field sales & automation runs day to day.

Five simple steps your team can understand and repeat.

1

Plan beat

Managers set daily routes.

2

Start day

Rep punches in with GPS.

3

Visit outlet

Geo-verified check-in.

4

Book order

Order flows to sales.

5

Review

Playback and target progress.

Visual preview

See field sales & automation in OperLete.

Run beat plans, visits, rep orders, targets and location intelligence.

Field sales & automation detail crop
Field sales & automation compact crop
Field sales & automation second compact crop
Control

Designed with limits, roles and accountability.

OperLete shows only the areas each role should work with, while owners keep control.

GPS

Verified outlet check-ins

60s

Live location refresh

Targets

Rep achievement tracking

Roles

Every user type has a clear use case.

The same platform supports office teams, finance teams, managers and field reps.

Owner: controls plans, organizations, all users and all operating data.
Admin: manages most setup and users, except owners and admins.
Manager roles: run sales, procurement, warehouse, finance, production or quality work by permission.
Sales Representative: uses the restricted mobile Rep App for beats, visits, GPS and orders.
Distributor user: intended for distributor-specific access as the self-service portal expands.

Ready to see this in OperLete?

Review the current modules, roles and rollout path for your FMCG business.

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