Field collection discipline
Collect beat by beat, and know why an outlet was missed
Credit collection works one beat at a time, in a sensible order, with a visit rule that makes sure every missed outlet comes with a reason.
A beat filter on the outstanding list
Choosing a beat lists its customers, each next one the nearest to the one before, starting from where the executive is standing. Customers without a map position come last, and customers with no beat are always included.
- Nearest-first order is by map position (straight-line, not road distance)
- A delivery executive’s list is ordered by nearness to the outlets on the delivery assignment
- A delivery executive set to collect only against delivery customers has no outstanding list at all
A minimum number of collection visits
A minimum number of outlets to visit on a beat, set company by company. Blank or zero means no check.
A reason for every outlet not visited
When a beat ends with fewer outlets visited than the minimum, a reason is recorded for each outlet not visited, from a maintained list. A beat with fewer outlets than the minimum is let through, and with nothing collected the visit simply ends.
- A visit counts when it is saved on the outlet, under that company’s own collection rules
- The reasons are stored against each outlet for later review
Visit frequency and visit priority
Every customer has a visit frequency, from weekly upward, with exceptions for individual customers, and a Visit Frequency report shows who is due. Visits are ranked by the beat, the amount due, how long it has been due, the visit that is due or a promise to pay, and collectors get a target list.
Used by: Sales Executive, Admin