Plan → Route → Visit → Order
- Route plan and actuals
- Visit steps and photos
- Order and no-order reason
Smartup · Industries
Smartup connects planning, routes, visits, shelf execution, orders, delivery and payment in one operating cycle-with sell-in, sell-out and receivables under control.
When the plan, check-in, visit steps and photos are disconnected from the order, managers reconstruct execution from messages and separate reports.
When OSA/OOS, share of shelf and promotion execution are collected manually, the decision arrives after the event in the outlet.
When stock, price, receivables and credit limits are checked in separate systems, financial risk becomes visible after shipment.
Five management workstreams
Plan → Route → Visit → Order
Commercial Director · RSM / Supervisor
Plan → Route → Visit → Order
Trade Marketing · Supervisor
Visit → Photo → Recognition → Action
Operations Director · Commercial Director
Sell-in → Stock → Sell-out → Replenishment
CFO · Credit Control
Order → Limit → Shipment → Payment
CEO · Functional leaders
Exception → Cause → Owner → New plan
Management geography
Distribution group → Uzbekistan → Tashkent → Distributor: Tashkent → Beverage portfolio → Outlet #128
Distribution group → Kazakhstan → Almaty → Distributor: Almaty → Beverage portfolio → Outlet #128
Distribution group → Kyrgyzstan → Bishkek → Distributor: Bishkek → Beverage portfolio → Outlet #128
Distribution group → Tajikistan → Dushanbe → Distributor: Dushanbe → Beverage portfolio → Outlet #128
System interaction
Customers, SKUs, prices, contracts, limits and stock come from the agreed systems of record.
Routes, visits, shelf execution, orders, delivery and AR controls stay connected to owners and documents.
Confirmed operations, statuses, payments and BI facts return to the agreed systems.
Closed-loop FMCG/CPG execution
Targets, assortment and tasks are assigned by territory, role and outlet.
The decision feeds the next planning cycle
Targets, assortment and tasks are assigned by territory, role and outlet.
Open moduleThe visit plan defines the outlets and the team’s working sequence for the day.
Open moduleCheck-in, required steps, forms and photos are recorded at the outlet.
Open modulePhotos support checks for availability, OSA/OOS, share of shelf and promotion execution.
Open moduleThe order uses current prices, stock and customer terms.
Open moduleThe order moves through reservation, picking, shipment and delivery documents.
Open moduleReceivables, ageing, limits and promise-to-pay stay connected to the customer and order.
Open moduleThe manager receives an exception with context and chooses the next action.
Open moduleEvidence and context
A visit leaves a trace in the system: the steps, the photograph of the display and the location are recorded in the outlet rather than retold after the shift
Sales, stock and debt are gathered from source documents, so the report is not consolidated by hand before the meeting
Share of shelf and missing items are read off the photograph, and that same photograph remains the report’s evidence
A breach of the credit limit is visible while the order is being entered, before the goods leave for the customer
A regional confectionery distributor connected field visits, mobile orders, accounts receivable and inventory across branches and dealers. See the implemented operating model.
↗ArticlesCredit control before shipment: designing the decision flowHow to connect orders, credit limits, overdue receivables and recorded payments before shipment, with clear exceptions and an auditable decision trail.
↗Smartup can operate as an execution layer alongside an existing ERP or with its native ERP and accounting core within an agreed scope. Master-data and financial-data ownership, exchange rules, offline workflows, marking and country requirements are validated for each project.
No. Smartup can manage the agreed distribution workflow alongside the existing ERP and exchange master data, documents and statuses. If the native Smartup ERP and accounting core is required, its scope and migration boundaries are defined separately.
With source data ready, the workflow defined and owners assigned, the first productive scope can launch from four weeks. The actual timeline depends on modules, integrations, migration and acceptance criteria.