You assign dealers to a salesman's beat from the Beats screen on the phone: type the beat name, add the shops, and put one salesman on that list, or leave it with none. The caveat is the one-beat-per-dealer rule. Gupta Stores can sit on Station Road or on GS Road, not both, and adding it to a new beat moves it and the app shows what moved. Beat assignment salesman work on this book is that move, plus Unassigned for shops on no beat, which only full-access members see. Beats also work on the web in the office. This how-to stays on the phone, because that is where the owner sits when Raju calls from Fancy Bazaar and a new kirana has to go on a list before evening. Five salesmen, about 120 dealers, five road names. The screen is called Beats.
Key Highlights
- The screen is called Beats. Type Station Road, add the twenty-four shops, assign Raju, or leave the list with no salesman
- A dealer belongs to one beat only. Adding Gupta Stores to GS Road moves it off Station Road, and the app shows what moved
- Unassigned lists dealers on no beat. Only full-access members see that view
In This Article
- How do I assign dealers to a salesman's beat?
- Open Beats on the phone
- Beat assignment salesman on Station Road
- The one-beat rule, and the move the app shows
- Unassigned: dealers on no beat
- Beats also work on the web
- Frequently Asked Questions
How do I assign dealers to a salesman's beat?
From Beats, on the phone. The owner types a name the market already uses, Station Road, adds the dealers who sit on that stretch, and assigns one salesman. That is the whole of beat assignment. Raju's name goes on Station Road. Manoj's name goes on GS Road. Fancy Bazaar, NH-37 and Beltola get the other three.
The Salesman app for Tally is where this list lives for the field. What a beat is in distribution sales is the named list itself. This article is the Monday job of building it from the phone while Raju is still on the road.
He WhatsApps at 4:40. "Fancy Bazaar mein naya kirana hai, Gupta ke baad wali gali." The owner opens Beats, finds Fancy Bazaar, adds the party, and the shop is on a list before the van comes back. That is why the how-to stays on the phone even though Beats also run on the web.
Open Beats on the phone
The screen is called Beats. It is a name plus a dealer list, with one salesman assigned or none. There is no date field, no weekday, no walking order, and no visit target. The owner is naming Station Road. Tuesday is still Raju's to walk.
He starts empty. About 120 Tally parties sit in the books and none of them are on a beat yet. He types Station Road, searches Gupta Stores, adds it, then the next kirana, until twenty-four shops sit on that list. He assigns Raju. He repeats for GS Road with Manoj, then Fancy Bazaar, NH-37 and Beltola.
A beat can exist with no salesman. Fancy Bazaar can wait while he decides between two candidates. The shops stay grouped. Nobody in the field is carrying that list until a name is assigned.
Member permissions set view and create rights per register, restrict which ledgers (parties) a member sees, and restrict which voucher types he can use. Raju's working set becomes Station Road. That is the same discipline as restricting salesman access in Tally, applied after the beat exists. The assignment is the list. The permission is who may open the parties on it.
Beat assignment salesman on Station Road
Beat assignment salesman work on this book is a person on a named list. Raju on Station Road. Gupta Stores among the twenty-four. When the owner puts Raju on Station Road, the field job has a boundary. Manoj does not walk those shutters. Raju does not walk GS Road.
The owner can change the person later. If Raju is out for a week, Station Road can move to a fill-in, or sit with none until he is back. The dealer list does not have to be rebuilt. The assignment is the salesman field on that beat.
Beat-wise sales management is this list plus today's load and the order into Tally. Beat assignment is only the first of those. Until Raju is on Station Road, Today's load has no salesman to open it. The godown can still see a dispatch load sheet for the beat. The field cannot.
An order Raju books after he is assigned lands in Tally as a Sales Order, which is the point of salesman order taking without re-entry. The beat did not create the voucher. It named the party he was standing in front of.
The one-beat rule, and the move the app shows
Gupta Stores belongs to one beat only. The owner cannot add it to GS Road and leave a copy on Station Road. When he adds Gupta Stores to GS Road, Gupta Stores leaves Station Road, and the app shows what moved. The move is the confirmation. There is no silent duplicate.
That is the behaviour to watch for on Monday afternoon, when two brothers both claim Gupta Stores. The owner picks GS Road. Station Road loses the party. Raju sees it leave. Manoj sees it arrive. The app showing what moved is how both of them know the argument ended.
If the owner added Gupta Stores to GS Road expecting a shared call, he undoes the move by putting it back on Station Road. Same rule, other direction. One list, one salesman, one party.
A field order collection app for Tally still writes the order against the Tally party. The beat only decides whose list that party sits on when the salesman opens his phone.
Unassigned: dealers on no beat
Unassigned lists dealers on no beat. The new kirana Raju messaged about, before the owner added it to Fancy Bazaar, sits here. So does a party the office created in Tally on Friday and has not placed yet. About 120 dealers on five roads means the leftovers are the ones still in this view.
Only full-access members see Unassigned. Raju does not. Manoj does not. The owner, and anyone else with full access, can open it and place a shop. That is the point of keeping the pile off the field phones. A salesman who sees every unplaced party starts treating them as his.
Placement is the same Beats screen. Pick the dealer from Unassigned, put it on Beltola, assign whoever walks Beltola, or leave Beltola with its existing salesman. The party leaves Unassigned because it now belongs to a beat.
Unassigned is not a sixth beat. It has no salesman field. It is the list of parties that have not been grouped yet.
Beats also work on the web
Beats also work on the web, on the office desktop, the same lists. The owner can build all five roads on Monday morning at the desk if he wants. This how-to stays on the phone because the useful moment is 4:40, when Raju is in Fancy Bazaar and a shutter has to go on a list before evening.
Visit capture waits for the phone. Beats do not. The owner can finish Station Road on the web, then add one kirana from his pocket at a wedding. Both edits land on the same named list. Raju opens Station Road the next morning and Gupta Stores is either on it or it has moved, and the app already showed what moved when the edit happened.
Five salesmen, about 120 dealers, five road names. The screen is called Beats. Type the name, add the shops, put one salesman on it. That is beat assignment.
Frequently Asked Questions
Q: How do I assign dealers to a salesman's beat?
A: Open Beats on the phone. Type the beat name, add the dealers, and assign one salesman, or leave the list with none. Station Road gets Raju and twenty-four shops. GS Road gets Manoj. The screen is called Beats.
Q: What does beat assignment salesman work look like when a dealer already sits on another beat?
A: A dealer belongs to one beat only. Adding Gupta Stores to GS Road moves it off Station Road, and the app shows what moved. There is no silent copy of the same party on a second list.
Q: Who can see dealers that are on no beat?
A: Unassigned lists dealers on no beat, and only full-access members see that view. Raju does not. The owner places those parties onto Station Road or Beltola from the same Beats screen.
Q: Can I build beats on the web instead of the phone?
A: Yes. Beats also work on the web. The lists are the same. This how-to stays on the phone because the owner often has to add a shop while the salesman is still in the market.
Q: Does assigning a salesman put a date or a walking order on the beat?
A: No. A beat is a name plus a dealer list, with one salesman assigned or none. It carries no date, weekday, sequence, or visit target. Raju still decides which shutter he stands in front of first.
Q: Can a beat exist with no salesman on it?
A: Yes. Each beat has one assigned salesman or none. Fancy Bazaar can sit as a named list while the owner decides who walks it. The dealers stay grouped. Unassigned is the other pile, parties on no beat at all.
Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch. Book a free demo.