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Beat Management - Preferences

Beat Management Preferences let you set rules for how field activity is managed across beats. You can control whether salespersons need to be near a customer’s location to check in, track their location during a beat, and define what delivery agents must submit before completing a delivery.

To access the Beats preferences:

  • Go to Settings.
  • Navigate to the Module Settings section.
  • Click Beats under Distribution. The Preferences tab opens by default.

Location-based Check-in Verification

Salespersons must be within a set distance of a customer’s location to check in. Attempts from outside the allowed range are blocked.

To set up location-based check-in verification:

  • Go to Settings.
  • Navigate to the Module Settings section.
  • Click Beats under Distribution. The Preferences tab opens by default.
  • Check Location-based check-in verification.
  • Enter the allowed distance in the Check-in radius field. The default is 100 meters.
  • Click Save.

Salesperson Location Tracking

Distribution admins can track where salespersons are during a beat. Tracking starts when a salesperson begins a beat and updates every five minutes.

To turn on salesperson location tracking:

  • Go to Settings.
  • Navigate to the Module Settings section.
  • Click Beats under Distribution. The Preferences tab opens by default.
  • Check Salesperson location tracking.
  • Click Save.

Require Proof of Delivery

Delivery agents must submit proof before they can mark a shipment as delivered. At least one proof method must be turned on.

To require proof of delivery:

  • Go to Settings.
  • Navigate to the Module Settings section.
  • Click Beats under Distribution. The Preferences tab opens by default.
  • Check Require proof of delivery. You can choose from the following proof methods:
    • Photo capture: The agent takes a photo at the point of delivery.
    • Verification code: A unique code is sent to the customer. The agent enters this code to complete the delivery.
  • Click Save.

Note:

  • When Verification code is turned on, deliveries cannot be completed for customers or contact persons without a valid mobile number.
  • The Require proof of delivery preference applies to Delivery Runs. Delivery agents on the Beat - Zoho ERP Android app must submit the required proof before marking a shipment as delivered.

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