KOOPS SFA — Know What’s Happening in the Field, While It’s Still Happening

The blind spot

You Know What Was Planned.
Do You Know What Happened?

Most field teams report the day at the end of the day — from memory, on WhatsApp, in a format nobody can add up. Here is yesterday, as most companies actually receive it.

Field report · Tuesday
West beat · Suresh Patil Submitted 9:40 PM, from memory

Outlets planned for the day14

Outlets actually visited?11 — 3 skipped

Orders booked, and at which outlets?₹42,180 across 7

Why the 3 outlets were skipped?Shop shut · twice

Distance claimed for the day84 km

Distance actually travelled?41 km, geo-verified

Payments collected on the beat?₹9,600 recovered

Time actually spent inside outlets?2 h 12 m of 9 h

With KOOPS, none of those are questions. They are the report. Filed automatically, as it happened

How it works

One Rep. One Beat.
One Day, Accounted For.

Everything KOOPS does for a field team happens at a moment in the day. So here is the day — and what the product is doing at each point in it.

Before the beat · Route planning

Visit the Right Customer at the Right Time.

KOOPS plans the shortest, smartest beat for every rep, every day — then measures it against what actually happened. Route optimisation stops being a plan on paper and becomes fewer missed customers and lower fuel spend.

West beat · TuesdayPlanned vs actual

8:02 start Om Kirana Ganesh Stores New Era · missed Sai Traders · missed

Planned journey Actually travelled Not covered

Planned14 outlets

Covered11

Missed3

Distance41 km

✓Route optimisation. Auto-plans the shortest, smartest beat for every rep, every day.

✓PJP vs actual. Planned journey against real visits, so coverage gaps surface the same evening.

✓Customer priority. Ranks outlets by value, so the high-value ones never get skipped.

✓Multiple routes. Alternate beats for festivals, holidays and seasonal demand shifts.

At the counter · AI order intelligence

It Knows Who’s Due to Buy — and What They’ll Buy.

Before the rep parks, KOOPS has already ranked today’s beat by who is overdue for an order and how likely each shop is to buy. At the counter, one tap on the wand prepares the whole order — right products, right quantities, right scheme, right units.

Today’s beat · Mall Road, ShimlaRanked by AI

SG Sharma General StoreLast order 12 days ago · buys every 10 Will buy86%

HP Himalaya ProvisionLast order 8 days ago · buys weekly Will buy74%

KK Kwality KiranaLast order 3 days ago · buys fortnightly Will buy52%

MM Mall Road MartLast order 26 days ago · going quiet Will buy31%

Today’s beat9 outlets · 4 due now Visit the top of the list first

←AI ORDER SUGGESTION ⌕ ✨ ▽ ✓

Tap to build the order

Tap the wand to build this order

Sugar · P4₹84.74 · buys 20 KG every visit 20 KG₹1,694.92

Salt · p1s₹20.34 after 10% + 10% 3.005 KG₹61.12

Scheme applied4 available · best one chosen +1 free−₹100.00

Order total₹0.00 Order ready

✓Order ageing. Every outlet ranked by how overdue it is against its own buying rhythm.

✓Order probability. A live score for how likely each shop is to buy today.

✓One-tap order. The wand builds the full order — products, quantities, scheme, units.

✓Silent-outlet alerts. Shops drifting past their cycle surface before they are lost.

After the order · Secondary sales

Most Systems See One Level.
KOOPS Sees All of Them.

You know what you billed. Below that invoice sit four more levels, and almost every field system goes dark at the first one. KOOPS runs n-level order management the way Indian distribution actually works — so you know what is moving, what is stuck, and at which level.

Your network, as KOOPS reads it

COCompany 1₹1.4 Cr

Most field systems stop here

CNCNF 4₹31 L

DBDistributors 62₹94 L

DLDealers 840₹68 L

RTRetailers 11,400₹44 L

Four levels below the invoice you raised — and KOOPS tells you which level the stock is sitting at.

01 Multi-level order management

One order engine across every level. Each party places upward and receives downward on the same screen, with its own approvals, credit rules and price list.

02 Territory sales analytics

Compare zone against zone and beat against beat on the same measure, so a gap shows up as a number rather than a hunch at the review meeting.

03 Secondary sales targets

Set sell-out targets below the first level and track them daily, down to the beat and the SKU — not just what you billed to the distributor.

04 Customer stock intelligence

Live stock at every outlet before the next order is planned, so nobody pushes goods into a shop that is already sitting on them.

All day long · Location intelligence

Know Where Your Team Is, and What They’re Doing.

Geo attendance opens the day, geofenced outlets confirm each visit, every order and photo is stamped with a location and a time, and travel distance adds itself up for the expense claim. One screen, the whole field force, live.

Field board · West zoneLive · 6 reps

Suresh · in outletSP Nisha · in outletNR Amit · travellingAK KiranKM

Activity, as it happens

10:38 Suresh checked inOm Kirana · inside geofence

10:52 Order booked ₹1,9552 lines · scheme applied

10:54 Shelf photo capturedGeo-tagged, live camera only

11:06 ₹9,600 collectedReceipt issued from the app

11:20 New Era Mart skippedReason logged: shop shut

✓Geo attendance. The day opens from an approved location, not a WhatsApp message — time and place recorded automatically.

✓Geo fencing. A ring around every outlet, so a visit cannot be logged from the tea stall across the road.

✓Geo tagging & feedback. Every check-in, order, form and photo carries its exact place and time.

✓Auto travel expense. Distance adds itself up and becomes a claim at your configured rate.

Depth

Your Rules Decide.
Not the Rep on the Counter.

Underneath every order sits a workflow engine that enforces your commercial rules, and an AI layer that keeps learning each outlet. Neither needs anyone to remember anything.

What the AI does

It learns each outlet, not each product.

Two shops on the same street buy differently. KOOPS builds the picture per outlet — what they buy, how often, in what size, at what value — and works from that.

✓Order suggestions drawn from that outlet’s own six-month history.

✓Order probability scoring every line, so reps spend effort where it converts.

✓Suggested add-ons to reach a target order value — enter ₹2,072 and KOOPS fills the gap.

✓Stock-aware — suggest only what the distributor can actually supply today.

✓Silent-outlet detection — flags shops that have quietly stopped buying.

Fill the gap

Name a number. KOOPS reaches it.

Enter the order value you want from this outlet and KOOPS proposes exactly what closes the gap — from what that shop already buys, and only what the distributor can supply today.

Enter target order value₹2,072.33

Sugar · 20 KG₹2,000.00

Salt · 3.005 KG₹72.12

Gap closedAutomatically₹2,072.12

A real rule

“If the outlet is overdue, Accounts decides.”

Your reps should not be judging credit on a shop counter. Build the rule once and it applies to every order, every day, without anyone remembering it.

TriggerOrder placed at outletOm Kirana · ₹1,955

↓

CheckAny overdue outstanding?₹12,400 past 45 daysYes

↓

If clear

ThenStraight to dispatchPosted to Tally

If overdue

ThenAccounts approvalNotified · SLA 4 h

↓

ResultApproved with 50% advanceReleased to dispatch, logged against the rep

Approvals · one screen7 pending

₹ Order · ₹1,955 · Om KiranaOVERDUE OUTLET · ACCOUNTS ApproveHold

⛽ Expense · ₹1,240 fuel41 KM AUTO-CALCULATED · MANAGER ApproveHold

◷ Leave · 2 days · Amit K.15–16 SEP · MANAGER ApproveHold

% Discount · 12% on ₹86,400ABOVE ZONE LIMIT · REGIONAL HEAD ApproveHold

Orders, expenses, leave and discounts arrive in one inbox — not three apps and a phone call. Levels, limits, SLAs and escalation are all yours to configure.

Schemes & targets

Set the Offer. Set the Expectation.
KOOPS Enforces Both.

The two levers a sales head actually pulls. Both are configured the same way in KOOPS — pick the mechanism, pick who it applies to, pick the window. Then it runs itself.

Scheme engine

Build the scheme once. It applies itself at every counter.

Applied at order time

Mechanism

Applies to Zone · WestCategory · A-class Beat · Mall RoadSKU group · Staples+ 6 more

Window 01 – 15 SepRepeats monthly

What the rep sees at the counter

Buy 20 KG→10% on base+10% additional→₹20.34 / KG

Percentage, value or slab — stacked in the order you define, on base price or on net.

Buy 5 cases→+1 case free·added to the order

Free goods on the same SKU or a different one, reflected in stock and invoicing automatically.

₹1,756.04−cash discount ₹100→₹1,656.04

Available cash discount shown against each line while the rep is still at the counter.

Slab 10%+1 free case+₹100 cash→Best combination picked

When several schemes qualify, KOOPS applies the one your rules say should win — not whichever the rep remembers.

Target management

Targets for your people and your partners.

Tracked daily

Assign to Sales userTeamDistributor DealerZone

Measure Order valueVolumeCollections New outletsSKU mixProductive calls

Period DailyWeeklyMonthlyQuarterly

Break down by BeatSKUCustomer categoryTerritory

User target

Suresh Patil · West beatPurchase order amount · 01 Jul → 30 Sep ▼ 39.66%36 days left

Critical19%

Target₹50,000

Achieved₹9,520

Difference−₹40,480

Daily target ₹543.48 · achieving ₹176.30

Distributor target

Rajesh Traders · ShimlaSecondary sell-out · monthly ▲ 8.2%on track

78%

Target₹12.0 L

Achieved₹9.4 L

Difference−₹2.6 L

Split across 3 beats and 14 SKUs, tracked daily

Van sales

Selling From the Van, Too.

For teams that carry stock with them, KOOPS runs the whole cycle — load out in the morning, sell and invoice at the counter, and reconcile cash and stock the same evening. No end-of-day guessing about what left the van and what came back.

◆ Stock out, cash in, both reconciled before the van is parked.

1Load in / out managementStock issued to the van and returned against a challan142 cases

↓

2Sell & invoice at the counterOrder, scheme and invoice on the spot31 outlets

↓

3Collect paymentCash or UPI, receipt issued from the app₹64,200

↓

4Reconcile at day endVan stock and cash matched automatically0 variance

The rest of it

Everything Else a Field Team
Runs On.

₹Order management

%Scheme management

◎User & distributor targets

◧Payment collection

↩Sales return

▤Multi-unit ordering

◈Beat & route planner

✎Custom forms & surveys

◐Merchandising & shelf audit

✦News & announcements

▣Media library

◷Leave & attendance

⚙Automated workflows

⇄Multi-level approvals

⛽Rule-based expenses

◈Role-based access

◷Audit history

▦Configurable dashboards

▲Missed visit report

▲Missed order report

◉Territory analytics

✦AI insights

TTally integration

⇔SAP · Zoho · API

▽Offline mode

◧Custom fields

🔔Notifications

Pricing

Starts at ₹15,000 a Year.
A Plan for Every Size of Team.

Growing team, SME or enterprise — the platform is the same, the plan is shaped around you. Start free to try it, or talk to us and we will tell you exactly what yours costs.

KOOPS SFA · Every feature included

Full platform, from₹15,000/ year

No feature is held back on any plan. What changes is the size of the team, the depth of the rollout and how we onboard you — so the number is shaped around your field force, not a tier.

Start Free → Talk to us about plans

Taxes extra as actual.

✓ Free trial, no credit card ✓ We help set up your beats and schemes ✓ Your data stays yours

Plans for every size of field team.

Five reps in one territory or five hundred across the country — there is a plan shaped for it. What changes is team size, module depth and how we onboard you, never which features you are allowed.

Growing teamSMEEnterpriseCustom

Every plan carries the full platform below. Tell us your team size and we will come back with a number — Start Free to try it first, or Talk to us for the right plan.

Included in every plan

✓Beat & route planning
✓PJP vs actual coverage
✓AI order suggestions & probability
✓Multi-unit ordering
✓Full scheme engine
✓Targets for users & distributors
✓Secondary sales, n-level
✓Geo attendance & tracking
✓Auto travel expenses
✓Approvals on one screen
✓Payment collection & returns
✓Custom forms & surveys
✓Van sales
✓Dashboards & reports
✓Tally, Zoho, SAP & API
✓Telephony & HR integrations

FAQs

Frequently Asked Questions.

KOOPS SFA is a field sales platform for teams that sell on the road. It plans each rep's beat, captures visits and orders at the counter with AI assistance, tracks location and expenses, runs your schemes and approvals, and syncs everything to Tally.

It reads that outlet's own buying history — what they buy, how often, in what quantity and at what value — and suggests the right products for today's visit, each scored by how likely it is to convert. You can also enter a target order value and let KOOPS suggest what fills the gap.

Yes. Orders flow from retailer to dealer to distributor to CNF to company, on one platform. You see primary and secondary sales together, with territory analytics and secondary targets down to the beat and SKU.

Yes, and that exact rule is a common one. Workflows are configurable — trigger, condition, who approves, the SLA, escalation and the stop condition. An order at an overdue outlet routes to Accounts before dispatch instead of the rep deciding on the counter.

No. Everything requiring an approval — orders, discounts, expenses, leave — arrives in one inbox, with your own levels, limits and escalation rules applied.

Flat and slab discounts, percentage or value, on base price or net; free-product schemes on the same or a different SKU; cash discounts; and rule-based targeting by area, customer category, beat, SKU group or scheme window. The right scheme applies itself at order time.

It's two-way and native, not a nightly export. Item and party masters, invoices, receipts, ledgers, outstanding and stock stay in sync, so your accounts team keeps working in Tally exactly as they do today and nobody re-enters an order.

Yes. SAP and Zoho Books are supported, and anything else you run can connect through our REST APIs and webhooks — including in-house systems.

It's a fair question, so we're explicit about it. KOOPS records location at check-in, order and photo, travel distance during the working hours you configure, and visits done or skipped with the reason. It does not record anything outside those hours, and never touches calls, messages, personal photos or other apps.

Yes. Reps can check in, take orders, capture forms and photos offline; everything syncs the moment the phone finds a signal.

Yes. Load out against a challan, sell and invoice at the counter, collect payment, and reconcile van stock and cash automatically at day end.

Know What’s Happening in the Field.
While It’s Still Happening.

You Know What Was Planned.
Do You Know What Happened?

One Rep. One Beat.
One Day, Accounted For.

Visit the Right Customer at the Right Time.

It Knows Who’s Due to Buy — and What They’ll Buy.

Most Systems See One Level.
KOOPS Sees All of Them.

Know Where Your Team Is, and What They’re Doing.

Your Rules Decide.
Not the Rep on the Counter.

It learns each outlet, not each product.

Name a number. KOOPS reaches it.

“If the outlet is overdue, Accounts decides.”

Set the Offer. Set the Expectation.
KOOPS Enforces Both.

Build the scheme once. It applies itself at every counter.

Targets for your people and your partners.

Integration Made Simple and Effortless.

Selling From the Van, Too.

Everything Else a Field Team
Runs On.

Starts at ₹15,000 a Year.
A Plan for Every Size of Team.

Plans for every size of field team.

Frequently Asked Questions.

Your Reps Are Already in the Field. Are You With Them?

You Know What Was Planned.Do You Know What Happened?

One Rep. One Beat.One Day, Accounted For.

Visit the Right Customer at the Right Time.

It Knows Who’s Due to Buy — and What They’ll Buy.

Most Systems See One Level.KOOPS Sees All of Them.

Know Where Your Team Is, and What They’re Doing.

Your Rules Decide.Not the Rep on the Counter.

It learns each outlet, not each product.

Name a number. KOOPS reaches it.

“If the outlet is overdue, Accounts decides.”

Set the Offer. Set the Expectation.KOOPS Enforces Both.

Build the scheme once. It applies itself at every counter.

Targets for your people and your partners.

Integration Made Simple and Effortless.

Selling From the Van, Too.

Everything Else a Field TeamRuns On.

Starts at ₹15,000 a Year.A Plan for Every Size of Team.

Plans for every size of field team.

Frequently Asked Questions.

Your Reps Are Already in the Field. Are You With Them?

You Know What Was Planned.
Do You Know What Happened?

One Rep. One Beat.
One Day, Accounted For.

Most Systems See One Level.
KOOPS Sees All of Them.

Your Rules Decide.
Not the Rep on the Counter.

Set the Offer. Set the Expectation.
KOOPS Enforces Both.

Everything Else a Field Team
Runs On.

Starts at ₹15,000 a Year.
A Plan for Every Size of Team.