Van sales manual

Van sales (or route-based selling / van selling) refers to the model where a field seller travels with a vehicle loaded with goods and sells directly to their customers during a route. Swifto manages the complete cycle from the back office: you plan the route, load the truck (issue note), the seller takes payment in the field via the mobile app, and on return the unsold goods are brought back into stock (return note) before the sales reports are reviewed.

The module is accessible via the left-hand side menu: Field seller (truck icon). It groups the route screens and a Settings submenu (assignments, loading templates, numbering prefixes…).

Module screens

This screen organizes routes as a calendar: you schedule which seller visits which customers and on which date. Each scheduled visit becomes a marker the seller finds again in the mobile app.

The issue note (BS) records the stock carried onboard: the list of items and quantities loaded into the seller's vehicle before the route. The colored dot shows the synchronization status with the mobile app.

Table columns

Synchronization statuses (dot)

At the end of the route, the seller brings back the unsold goods. The return note (RN) reintegrates them into stock. Each return distinguishes intact goods (resalable) from defective goods.

Sales reports consolidate what the seller has reported from the field: the sales made at each customer, but also the non-sales (visit without a sale) with their reason. It is the tool for tracking route performance, by seller and by customer.

This screen defines each field seller's portfolio: you attach customers (or customer groups) to a seller. It is the basis for splitting into territories: on mobile, each seller only sees the customers assigned to them.

The back office (this interface) and the field communicate via the Swifto Seller mobile app, installed on the seller's smartphone / terminal. Synchronization moves data in both directions: the load goes down to mobile, sales and returns come back up to Swifto.

flowchart LR
  P([Visit
scheduling]):::s --> C[Issue note
Truck loading]:::p
  C --> SY[(Mobile sync
Swifto Seller)]:::st
  SY --> T[Route /
Customer visits]:::p
  T --> V([Field sales]):::ok
  T --> N([Non-sales
+ reason]):::ko
  V --> R[Return note
Unsold goods]:::p
  N --> R
  R --> S2[(Stock reintegrated)]:::st
  V --> RP[Sales report]:::p
  N --> RP
  classDef p fill:#FFFBEB,stroke:#F59E0B,color:#92400E;
  classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef st fill:#FEF3C7,stroke:#D97706,color:#92400E;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

Scheduling → Loading → Mobile sync → Route & sales → Return of unsold goods → Report.

Indicative matrix — each action depends on the privileges (create / edit / delete) defined on your company's profiles.