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Beats

A beat represents a group of customers or outlets that are visited together as part of a sales route. Beats help organize customer visits into manageable clusters, making it easier for salespersons to plan their daily activities and ensure regular market coverage.

The Beats module in Zoho ERP helps you manage the beats associated with a journey plan and track field activities.

View Beats Associated With Journey Plans

Once you create a journey plan, beats are automatically generated based on the plan’s duration. To view the beats associated with a journey plan:

  • Go to Beat Management on the left sidebar.
  • Click Journey Plans in the Modules bar at the top.
  • Click the journey plan whose beats you want to view. The beats will be listed in the Associated Beats section of the Plan Details tab.

Note: Starting and ending beats, checking in and out customers, creating sales orders, recording customer payments, creating sales returns, and skipping customers during a beat are not supported in the Zoho ERP web app. Salespersons can use the Beat - Zoho ERP Android or iOS apps to perform these actions.

Add Customers to Beats

A customer might not be available during a particular beat but could be available on a later day. Distribution managers can temporarily add the customer to a specific beat so that the salesperson knows they need to visit them during that beat.

Note: You can add customers to a beat only before starting the beat.

To add customers to a beat temporarily:

  • Go to Beat Management on the left sidebar.
  • Click Journey Plans in the Modules bar at the top.
  • Click the journey plan containing the beat.
  • Click the required beat in the Associated Beats section of the Plan Details tab.
  • Click Update Customers at the top.
  • Click + Add Customer and select a customer associated with the sales region to add them to the beat temporarily. The Ad-hoc label will be added next to the customer.
  • Click Skip next to a customer to exclude them from the beat. Provide a Reason and click Save*. The Skipped label will be added next to the customer.
  • Click Save.

Reassign Salespersons

If a salesperson is not available for the day or is unable to manage a beat, distribution managers can reassign the beat to another salesperson.

Note: You can reassign the salesperson who manages the beat only before starting the beat.

To reassign the salesperson of a beat:

  • Go to Beat Management on the left sidebar.
  • Click Journey Plans in the Modules bar at the top.
  • Click the journey plan containing the beat.
  • Click the required beat in the Associated Beats section of the Plan Details tab.
  • Click Reassign Salesperson at the top.
  • Select the salesperson who’ll manage the beat from the Select Salesperson dropdown and click Save.
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