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Customer implementation story

IMIR-TRADE GROUP: equipment, field visits and delivery routes in one operating view

A beverage producer connected equipment at retail outlets, field-visit records and delivery routes so managers can review execution during the working day.

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Client
IMIR-TRADE GROUP
Industry
Production and distribution of bottled water and soft drinks
  • Trade equipment register linked to retail outlets
  • Equipment-condition photo reports and maintenance notifications
  • Location, time and duration recorded for sales-representative visits
  • Planned-versus-completed route reports for field visits
  • Calculated routes for delivery drivers

Evidence level

Evidence boundaries

Evidence level
Verified mechanism
Implementation scope
Trade equipment register linked to retail outlets · Equipment-condition photo reports and maintenance notifications · Location, time and duration recorded for sales-representative visits · Planned-versus-completed route reports for field visits · Calculated routes for delivery drivers · Route-execution monitoring during the working day
Operating model
Not disclosed
Measurement window
The public source does not state one measurement period; this page presents the verified implementation mechanism.
What is verified
The implemented mechanism is shown. Outcomes without a verified period, baseline and method are not published.
Country
Not disclosed

One operating day

Equipment, field visits and delivery routes stay connected throughout the day.

Four views show the confirmed IMIR-TRADE GROUP mechanism - from linking equipment to a retail outlet to reviewing delivery-route execution during the working day.

Choose a view or watch the workflow advance automatically.
Two routes, one operating dayRoute execution
01Sales representative
Outlet planVisit recordRoute report
02Delivery driver
Delivery planRoute controlException correction
Illustrative interface - no real employee, retail-outlet or route data is published on this page.

01 · Register

Link each equipment asset to a specific retail outlet

What the system records
Each unit in the equipment register receives a placement and an accountable role.
What management can review
The asset record shows the retail outlet and its latest recorded condition.
How the team responds
The manager moves from the complete asset list to the exact unit and placement.

Trade equipment passport

Each asset shows its placement, accountability and latest inspection evidence.

The record connects equipment to a retail outlet and inspection without replacing the corporate fixed-asset accounting system.

Asset recordCondition recorded during a visit
01Asset
Equipment register unit
02Placement
Retail outlet
03Accountability
Assigned role
04Condition
Latest inspection

From signal to planned work

A photo inspection and maintenance notification put service into the operating plan.

Condition is recorded during the visit. The system flags that maintenance is required, and the service action can be scheduled.

  1. 01
    Photo report

    The image is captured at the retail outlet.

  2. 02
    Condition

    The inspection result is linked to the asset.

  3. 03
    Notification

    The system flags that maintenance is required.

  4. 04
    Planned service

    The service action can be scheduled.

One operating standard

Regions and dealers use the same control standard.

This page shows the confirmed shared-system principle without publishing the client’s geography, internal hierarchy or allocation of authority.

01

Shared system

Common operating data and reports

02

Regions

Connected to the shared system

03

Dealers

Connected to the shared system

04

Field execution

Visits and routes

Illustrative interface - this is a shared-system view, not an organisation chart or a map of the client’s actual presence.

Operating change

From after-the-fact checks to action during the working day.

01

Separate records

  • Equipment placement and condition are not connected to the retail outlet.
  • A completed visit is difficult to compare quickly with the planned route.
  • Delivery-route exceptions depend on information assembled manually.
02

Connected in Smartup

  • The asset, outlet, accountable role and photo inspection remain in one record.
  • The GPS visit record and route report support supervisor review.
  • Delivery execution remains visible while an exception can still be corrected.

Implemented scope

Mechanisms connected in the IMIR-TRADE GROUP case

  • 01Trade equipment register linked to retail outlets
  • 02Equipment-condition photo reports and maintenance notifications
  • 03Location, time and duration recorded for sales-representative visits
  • 04Planned-versus-completed route reports for field visits
  • 05Calculated routes for delivery drivers
  • 06Route-execution monitoring during the working day

Decisions by role

One operating model - five practical answers.

01

Operations director

Where does today’s operation require attention?

Reviews equipment, field visits and delivery in one operating picture.
02

Sales supervisor

Which visits were completed?

Compares the planned route with location, time and visit-duration records.
03

Trade equipment manager

Which asset requires action?

Opens the equipment record with its outlet, photo inspection and service notification.
04

Delivery dispatcher

Where has route execution moved away from plan?

Reviews the current route and can adjust the delivery sequence during the day.
05

Regional manager

Do regions and dealers use the same operating facts?

Reviews comparable execution records across each connected level.
SolutionFMCG/CPG manufacturers - control sales through to the outletPlatform moduleSFA: field sales automationExpert resourceWhat is DMS (Distributor Management System)
Book a working sessionAll cases

Book a 30-minute process review

We will review your distribution process and define the first execution workstream, 3–5 pilot KPIs and data requirements.

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