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DIRECT SALES

Sell, invoice and collect in one stop.

Ride sales, van sales, cash van — whatever you call it, the rep sells from what is on the truck, raises the invoice at the door, and drives to the next stop.

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  • Prints at the door
  • Cash, card or terms
  • Works with no signal
Invoice · selling off the truckRoute 22 · van 4Bayview ConvenienceCashBalance$2,015.75Catalog filtered to truck stock onlyCola 330mlCase of 24on van 186×$18.40$110.40Energy Drink 250mlCase of 24on van 93×$32.60$97.80Iced Tea 500mlCase of 12on van 114×$11.20$44.80Subtotal$253.00Tax 8.5%$21.51Total$274.51SIGNED ON GLASSPaid in fullCash · $274.51Print receiptEmail invoiceStop 4 of 12
The catalog is filtered to truck stock, the invoice is priced and taxed on the spot, the customer signs on glass and the cash is taken before the rep leaves.
Sell from truck stock Never sell what is not on the vehicle.
Invoice at the door Priced and tax-correct, printed or emailed.
Signature on glass Stored against the invoice as proof.
Payment on the spot Cash, cheque or card, posted to the invoice.

One visit, start to finish

Everything that closes a stop happens at the stop — nothing waits for the office.

Sell from truck stock

The catalog is filtered to what is on the vehicle, so a rep can never sell what is not there.

Invoice at the door

A priced, tax-correct invoice on the spot — printed to a Bluetooth receipt printer or emailed.

Signature capture

Sign on glass, stored against the invoice as proof of delivery for any later dispute.

Take payment on the spot

Cash, cheque or card. Payments post against the invoice and reconcile at settlement.

Credits and returns

Stales, breakage and returns become a credit on the same visit, with a reason code.

Offline first

Backrooms, walk-in coolers, rural routes. Everything works with no signal and syncs later.

Everything that can happen at one stop

A direct-sales visit is rarely just a sale. Eight of these can happen at the same door, on the same customer record, in the same visit.

ONE STOP · BAYVIEW CONVENIENCEeight things, one visitSell from vanPriced and invoiced againstwhat is actually loaded.Deliver an orderBill what was delivered,or bill the full order.Issue a quoteValid for a period, and itconverts when accepted.Take paymentCash, card or cheque, witha receipt printed there.Promise to payA dated commitment on therecord, not a shrug.Raise a creditStales, breakage or shorts,each with a reason code.Collect containersCrates and kegs countedback onto the van.Shelf photosMerchandising evidence,timestamped at the visit.All of it against the same customer record, in one visit, with or without a signal.
Van stockthe catalogue is what is actually loaded
One recordsale, credit and payment on the same customer
Evidencesignature, shelf photo and reason codes
No signalall of it queues and syncs later

How a direct-sales day runs

Three steps, and the thing each one hands the next.

1Load the truckWhat went out is recorded,so the app knows what sellsTruck stock2Sell and invoicePriced, signed, printedand paid at the doorCash + returns3Settle the routeMoney and cases reconcilebefore the rep goes home
Recording truck stock at load-out is what makes the last step possible — you cannot settle a van against a number nobody wrote down.

Getting paid, and knowing what you are owed

The rep sees the balance before writing another line — and every outcome at the door reaches the office the same day.

BEFORE THE SALEAT THE DOORWHAT THE OFFICE SEESBayview Conveniencewhat they owe you today$1,240.502 invoices overdueShown before the rep writesanother line, not after.Pay nowCash, card or cheque · receipt printedPromise to payA date, recorded against the customerOn their termsInvoice ages against the accountPayment postedagainst the invoice it paidPromise diarisedand visible on the next visitInvoice agedin the receivables the office runsCash taken on the round and anything the rep spent both land in that evening’s van settlement.Nothing waits for a paper book to come back to the office.
No selling into a bad debtThe outstanding balance and what is overdue are on screen before the rep adds a line, not discovered next month.
A promise is a record“Next Tuesday” becomes a dated commitment against the customer, visible on the next visit.
Cash is accounted forWhat was collected and what the rep spent both land in that evening’s settlement.

The day has to balance before anyone goes home

Settlement is the part presales never has to do. Cases and money both reconcile against what actually left the depot.

VAN SETTLEMENT · ROUTE 22Cases640 loaded outSOLD381RET42ON VAN217381 + 42 + 217 = 640accounts for every caseMoney$8,420.60 invoicedCASH$3,180.00CARD$2,740.60ON ACCOUNT$2,500.00$3,180.00 + $2,740.60 + $2,500.00 = $8,420.60balances to the centThe rep cannot go home on a number that does not reconcile.
Every case and every cent is accounted for — sold, returned, still on the van, collected or on account.
No end-of-day guessworkVan stock is counted against what was loaded, not against what someone remembers.
Cash is accounted forEvery payment posts to an invoice, so the drawer matches the paperwork.
Shrink shows up earlyA short van is visible the same day instead of at the next stock count.

Everything the direct-sales operation covers

From walking the vehicle in the morning to the van balancing at night.

Start of day Walk the vehicle, confirm the load and record the odometer before departing.
Sell from van stock The catalogue is filtered to what is on the truck, with cases remaining per line.
Invoice at the door Raised, signed and settled on the spot, against the stock that just left the van.
Deliver a pre-sold order Bill only what was actually delivered, or bill the full order — your call per stop.
Quotes at the door Issue, revise, decline or void a quote without leaving the visit.
Contract pricing Their price list, contract prices, quantity breaks and live promotions.
Discounts & charges Manual price, line and order discounts, and freight, all inside your rules.
Payment on the spot Cash, card or cheque, with a receipt printed before the rep leaves.
Promise to pay A dated commitment recorded against the customer when they cannot pay today.
Outstanding balance What this customer owes, and what is overdue, before another line is written.
Credits at the door Stales, breakage and shorts credited on the visit, each with a reason code.
Returns onto the van Stock taken back is recorded against the route, not found at the depot later.
Returnable containers Crates, kegs and pallets counted out and counted back.
Merchandising photos The shelf as the rep left it, timestamped against the visit.
Tasks at the visit What this customer needs beyond the sale, presented at the door.
Expenses on the round Fuel and incidentals recorded against the route, not on a scrap of paper.
Printing at the door Invoice, receipt, delivery note and credit, to a mobile printer.
Van settlement Cases and cash both reconciled, with stock kept aboard or handed back to the depot.

Works with the books you already keep

Invoices and payments raised on the truck land in your accounting system without a second entry.

QuickBooks OnlineTwo-way sync QuickBooks DesktopWeb Connector NetSuiteSuiteTalk XeroIn development

Frequently asked questions

Can a rep collect against an older invoice?
Yes. The customer’s outstanding balance and overdue invoices are on screen at the visit, so a rep can take money against an invoice raised weeks ago and print a receipt for it — the payment posts against the invoice it actually paid.
What happens when the customer cannot pay today?
The rep records a promise to pay with a date. It sits against the customer rather than in someone’s memory, and it is shown again on the next visit, so the follow-up does not depend on the same rep being on the route.
Do you track returnable containers?
Yes — crates, kegs and pallets are counted out with the load and counted back at the visit, so the container balance is part of the same settlement as the cases and the cash.
Can reps record what they spent on the round?
Yes. Fuel and incidental spend is entered against the route and appears in that evening’s van settlement alongside the cash counted, so the day reconciles without a shoebox of receipts.
Can one rep do direct sales and presales?
Yes. A rep can sell off the truck at one stop and presell the next — both flows live in the same app and settle together at the end of the day.
What can the app print at the door?
A priced, tax-correct invoice or receipt to a Bluetooth receipt printer, or the same document emailed to the customer before the rep leaves the stop.
How are returns and stales handled?
As a credit on the same visit, against the original invoice and with a reason code, so the value and the cause are both recorded rather than argued about later.
What happens if the van does not balance?
Settlement shows the difference between what was loaded, what was sold, what came back and what is still on the vehicle. The variance is visible that day rather than at the next stock count.
Does direct sales work with no signal?
Yes. Truck stock, pricing, customers and invoices are held on the device. Invoices, payments and signatures queue locally and sync when a connection returns.

See a route settle in OrderPulse

Bring one van, one day of invoices and last week’s load sheet. We’ll settle it on screen and show you where the variance sits.

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