Empower your field sales reps and merchandisers with AI-powered tools. Real-time order management, GPS tracking, beat planning, share-of-shelf analysis, and deep KPI analytics — all in one platform.
From order capture to shelf compliance — Vertex SFA covers the full cycle for sales reps, merchandisers, managers, and administrators.
Capture orders with product lines, pricing, discounts, and delivery info. Full confirm → dispatch → deliver workflow.
Real-time location with geofence validation. Know exactly when and where reps visit customers — with proof.
Plan daily routes per rep. Track compliance in real time. Identify deviations and optimise territory coverage.
Track all 8 field KPIs — LPPC, BP, ECO, PJP, GEO, TSIM, TSIO, EFOS — with rep-level drill-down and trend analysis.
Build custom reports from 50+ data fields. Export orders, customers, products, visits, beats, and users as ERP-ready CSV.
Super Admin, Client Admin, Manager, and Sales Rep — each with tailored dashboards, permissions, and data access.
Import customers, products, price lists, beats, and users via CSV. Export confirmed orders in SAP, Sage, and Navision formats.
Offline-capable mobile app for field reps. Check in, capture orders, record visits — syncs automatically when back online.
Each client gets their own isolated subdomain with full data separation, independent master data, and custom configuration.
AI-powered tools for shelf compliance, stock auditing, price checking, and real-time visibility across all stores.
AI-powered shelf analysis using photo capture. Automatically detect brand presence, count facings, calculate shelf share %, and identify competitor positioning.
Upload a reference planogram and capture the actual shelf. AI compares both images to score compliance, flag deviations, and list corrective actions.
AI reads price tags, expiry dates, and barcodes from photos. Automatically extract structured data — no manual entry needed.
Configurable questionnaires with gondola-based product selection. Build checklists in the dashboard, execute in the field with smart follow-ups.
Comprehensive stock-on-hand recording with category filters. Real-time stock level monitoring, warehouse stock upload, and automated OOS alerts.
Verify in-store prices against system prices. Flag deviations automatically and track competitive pricing with photo evidence.
Track product expiry dates across stores. FEFO alerts, shelf-life dashboards, and proactive notifications for near-expiry products.
GPS-verified store visits with selfie verification, check-in/check-out tracking, and visit timelines with duration analytics.
After each visit, AI generates actionable insights — performance summary, competitor intelligence, and next-visit priorities.
Companies using Vertex SFA see measurable improvements across their field operations from day one.
Vertex SFA connects field reps, merchandisers, managers, and administrators in one seamless workflow.
Create your tenant, upload master data via CSV (customers, products, price lists, beats), invite your team — ready to go.
Sales reps and merchandisers check in via mobile. GPS logs location, beat plan loads, and today's customers/stores are ready.
Orders captured, shelf photos analysed by AI, stock audits completed, checklists filled — all with geofence validation.
Managers see live KPIs and GPS. Admins confirm orders, export ERP-ready data, and review compliance reports across all teams.
Vertex SFA is designed for companies with field sales and merchandising teams across multiple verticals.
Industry-standard KPIs built specifically for FMCG and distribution field sales teams.
Average SKU lines per invoice. Measures product range selling effectiveness per visit.
Percentage of planned calls that resulted in an invoice. Core measure of rep productivity.
Percentage of active outlets that purchased at least once in the period.
How closely reps follow their pre-planned journey routes. Measures route discipline.
Visits where rep GPS matched customer location within geofence radius.
Average hours per day the rep spends in the field from day start to day end.
Average hours per day spent inside customer locations based on check-in/check-out.
Percentage of orders that include at least one focus/priority SKU. Measures focus product push.
Request a demo and see how Vertex SFA can give your team complete visibility and control over field operations.