PocketSales — Field Sales

PocketSales is a fast field sales app for distributors, wholesalers and FMCG teams — GST-ready in India, VAT-ready elsewhere. Replace WhatsApp order taking, Excel attendance, and scattered payment follow-ups with one fast app your reps actually want to use. WHAT YOU GET ORDER MANAGEMENT • Book orders from any client visit in 30 seconds • Auto-apply party-wise special prices + free-with-qty schemes • Push to Tally Prime in one click (or every confirm, automatic) • Compliant tax invoices — GST in India, VAT elsewhere — sharable on WhatsApp • Auto-fill bill number when Tally generates one — no double typing PAYMENTS + COLLECTIONS • Track outstanding balance per client across all your shops • PDC cheque register, bounce / clear workflow • WhatsApp payment reminders with a payment QR attached • Aging buckets so your collections rep knows who to chase first • Founder's daily evening summary lands each evening FIELD OPERATIONS • My Day — every rep sees their own route on a map: distance covered, each visit with its time and outcome, and playback of the whole day • Team Map — see where the team is right now, who is active, how far each has travelled • Geofenced attendance — reps check in only when at the shop • Visit log with photo proof + a reason picker when no order was taken • Beat plan — assign clients to days, rep sees "Today's beat" sorted by GPS proximity from where they are now • Explicit check-out, so a visit records when the rep arrived AND left • Shareable product catalog — send a live price list by link, set when it expires WORKS OFFLINE • Reps in dead zones (warehouses, basements, transit) keep capturing orders, payments and visits — everything syncs the moment they're back online with idempotency keys to prevent duplicates TALLY INTEGRATION • Tally Lite agent — install once on your accountant's PC • Continuous 6h auto-pull from Tally • Per-field conflict policy (Tally wins accounting, PS keeps mobile) • Send-to-accountant monthly pack: sales/returns/payment CSVs REPORTS + EXPORTS • Sales / GST / attendance / payroll — all CSV-ready • Audit log on every change with who-did-what-and-when • Daily morning briefing email — what to chase today • Daily evening DSR — how the day went, top performer LANGUAGES • English, हिंदी and العربية out of the box, right-to-left included. Each user picks their own — it follows their account across phone and web. SUPPORT • Founder replies within 4 hours, Monday to Saturday. • Every WhatsApp message lands on the founder's phone — no bots. Made for distributors who care about their books. Website: https://pocketsales.app Privacy: https://pocketsales.app/privacy