Beat - Zoho ERP App

Navigating the Beat - Zoho ERP Android App

The Beat - Zoho ERP Android app has five tabs at the bottom of every screen:

Home

The Home screen shows a summary of the beats scheduled for today. At the top, three cards display the total number of beats, the number of sales beats, and the number of delivery beats.

Below the summary, the Your Beats section lists all beats for the day. Each beat is tagged as SALES or DELIVERY. Tap Map View to see all beat locations on a map.

SALES beat cards show the beat ID and the number of scheduled visits. DELIVERY beat cards show the delivery run name and date.

Tap Start Beat on any card to begin that beat.

My Beats

The My Beats tab shows sales beats in a calendar grouped by week. Tap a week to expand it and view the beats scheduled for each day in that week.

Each beat entry shows:

• The scheduled date.
• The route name.
• Visit progress (for example, 0 Visited out of 3).
• The route type (for example, Sales Route).
• The current status (for example, Yet To Start).

Customers

The Customers tab shows the list of customers assigned to the salesperson. Each entry shows the customer name, email address, receivables amount, and unused credits. Use the Active filter to view currently active customers.

Tap a customer to open their detail page. The detail page has three tabs:

• Details: Shows the customer’s contact details and additional information.
• Transactions: Shows all transactions for the customer, including off-beat transactions.
• Comments: Shows comments added to the customer record.

Create Off-Beat Transactions

An off-beat transaction is a quote, sales order, or customer payment created for an assigned customer outside a scheduled sales beat that you have started and that is currently in progress. In other words, you create it from the customer’s details instead of during a customer visit within an active beat.

To create an off-beat transaction:

• Go to the Customers tab.
• Tap the required customer.
• Tap the More icon at the top right of the customer detail page.
• Select one of the following options:
  • Create Quote
  • Create Sales Order
  • Record Customer Payment
• Fill in the transaction details and tap SAVE AS DRAFT.

Off-beat transactions appear in the Transactions tab of the customer details page alongside other sales transactions.

Items

The Items tab shows the product catalog. Each item displays its name, sales price, and quantity. Click an item to view its details, transactions involing that item, and the actions performed on it.

More

The More tab provides access to Settings, where you can configure app-level preferences. It also lists any custom modules your distribution admin has granted you access to under the Custom Modules section.

Custom modules let salespersons capture business-specific information during customer visits. Tap a custom module to view its records. Tap a record to view its details. Tap + to create a new record.