Mobile DMS App Built for Field Teams, Not Just the Office
A distributor mobile app for field sales teams to mark GPS attendance, execute beat-wise market visits, book retailer orders with automatic stock and credit checks, process returns, create new customers, and track targets, with an AI assistant built in, for field and office teams across the subcontinent.
✨ See what AI actually does →The web dashboard loads the last 30 days of data by default: today's orders, revenue, active users, and sales overview, fed by the mobile app in real time.
| Order ID | Field User | Beat | Status |
|---|---|---|---|
| ORD-7742 | R. Kumar | Civil Lines | Delivered |
| ORD-7739 | S. Verma | Udyog Vihar Phase 3 | Processing |
26+ default reports with configurable filters and CSV export; exported reports are cached for 7 days so the whole team can re-access the same file.
| Report | Filters | Action |
|---|---|---|
| Target vs Achievement Report | Territory, Product, Period | Export |
| Attendance & Coverage Report | Beat, Date Range | Export |
Visit completion, order placement, attendance compliance, and target achievement, tracked per field user from data the app already captures.
| Field User | Visit Completion | Target Achievement |
|---|---|---|
| R. Kumar | 94% | 112% |
| S. Verma | 81% | 76% |
Field Data, Captured Once, Synced Everywhere
From the moment a field user checks in for the day to the report an admin pulls that evening, the same record moves through the app without a manual re-entry step.
GPS Attendance & Beat Opens
Camera + location capture, today's beat on home screenOrder Booked With Auto Validation
Stock, scheme, pricing, credit limitReturns & Approvals Routed
Reason capture to credit noteTargets & Analytics Updated
Timeline, achievement, contributing ordersWeb Dashboard Reflects It Live
26+ reports, exportableReal Apps, Real Reviews
Available on Google Play and the App Store: live listings, not screenshots.
1Channel
1Channel DMS
1Channel CRM
1View
Built for How Field Teams Actually Work
Key features & benefits: drag or use the arrows to see all 12.
GPS Attendance
Attendance marking from the app with camera access and GPS/location capture. Attendance summary visible in the dashboard with coverage and productivity data.
Market Visit Execution
Today's beat on the home page. All beats, customers, and pending approvals visible. Navigate to customer locations with distance display, and call customers directly.
Order Booking
Place orders during visits by selecting customer, warehouse, payment type, and products. Auto-validation of stock availability, schemes, pricing, and credit limit.
Returns Processing
Select order, enter return reason, process return. If a ₹100 order has ₹50 damaged stock returned, a ₹50 credit note is generated after approval.
Customer Creation
New customers created directly from the app with an "Add New Customer" option. Edit customer details, view dashboards, and update outlet information during visits.
Mobile Analytics Dashboard
Weekly/monthly sales trends, top-selling SKUs, order history, and analytics. Active targets with target vs achievement details and contributing-order tracking.
Beat Management
Beats like Udyog Vihar Phase 3, 4, 5. Outlet mapping, field user assignment. Complete beat or specific outlet scheduling with recurring plans.
Target Tracking
Product-based and visit-based targets in app. Achievement counted on order, dispatch, or invoice. Monthly/yearly cycles with automatic recurring generation.
PDF Order Generation
Generate PDF orders during market visits. Recent orders and customer activity visible for quick reference. Order history accessible from the app dashboard.
AI Assistant
Ask anything: "Show my pending orders", "How to place an order?", "Show orders for Civil Lines". Type or browse help topics directly from the app.
Custom Branding
Mobile app logo, brand colors, dark/light mode. Company branding reflects across the app. Theme customization per user preference.
Pending Approvals
Pending approvals visible in the Market section. Approve or reject orders, credit exceptions, returns, and customer creation requests directly from the app.
Where AI Actually Touches the Mobile App, Not Where We Wish It Did
We'd rather show exactly what the AI does than oversell it. Here's what's real today, inside the AI-Powered DMS:
- 💬AI Assistant, built right into the appType a question or browse help topics from inside the mobile app: "Show my pending orders", "How to place an order?" No separate help desk needed.
- 📍Location-based order lookupsAsk by area, not just by customer name: "Show orders for Civil Lines" surfaces every open order tied to that beat.
- 🆘System help & support integrationBrowse help topics inline instead of leaving the app, with the same assistant answering process questions like "How do returns work?"
Go Deeper Into Every Module
How a single field visit actually moves through the app, from check-in to order, return, and target. It connects directly to distributor order management, territory & beat management, distributor analytics, and the AI-powered DMS.
GPS Attendance, Market Visits & Beat Planning
Areas are divided into beats, such as Udyog Vihar Phase 3, 4, 5, with one or more field users and their mapped outlets assigned to each. If today's beat is assigned, it appears right on the app's home page.
How It Works
- Mark attendance from the app with a liveness-verified selfie plus GPS/location capture at check-in, so the office sees a genuine, geo-tagged attendance record
- See today's assigned beat on the home page, with all beats, all customers, and pending approvals visible inside Market
- Navigate to a customer's location and see live distance from the field user's current position; check-in requires being within the outlet's geofence, with a Telephonic visit option to log the call when a field user can't reach the location in person
- Schedule visits for a complete beat or specific outlets, with recurring schedules similar to recurring meetings
- If a visit falls outside today's planned beat, the app asks for a reason (Customer Request, Manager Instruction, Emergency Visit, Area Nearby, or Other) before the check-in completes, so unplanned visits stay explainable without blocking the rep
- Call customers directly from the app during a visit, without switching apps
Why It Matters
- Today's beat on the home screen means a field user never has to hunt for where to go first
- GPS and camera capture at check-in gives the office a real attendance and coverage picture, not a self-reported one
- Recurring beat schedules remove the need to re-plan the same route every single week
| Beat | Customers | Next Stop | Status |
|---|---|---|---|
| Udyog Vihar Phase 3 | 18 | 0.8 km | GPS Locked |
| Udyog Vihar Phase 4 | 12 | 2.1 km | In Progress |
Click a row: every field here is a real column from the actual beat screen.
In-App Order Booking & Returns
Orders are placed during the market visit itself: select customer, warehouse, and payment type, add products with quantities, and the system checks stock, scheme, pricing, and credit limit before the order is confirmed.
How It Works
- Select customer, warehouse, and payment type, then add products and quantities to the order
- Auto-check stock availability, applicable schemes, and pricing rules the moment items are added
- Validate credit limit before confirmation, not after dispatch
- Generate a PDF order directly from the app for the retailer
- Process returns from the same app: select order, enter return reason, process return, initiated at retailer, distributor, super stockist, or field sales level
- Generate a credit note after approval, e.g., a ₹100 order with ₹50 damaged stock returned produces a ₹50 credit note
Why It Matters
- Validation before confirmation catches a stock, scheme, or credit problem before it becomes a dispatch-time surprise
- PDF orders generated on the spot give the retailer a document in hand before the field user leaves the outlet
- Returns handled where the order was placed removes a second system or a phone call back to the office
| Customer | Type | Value | Status |
|---|---|---|---|
| New Krishna Traders | Order | ₹100 | Stock, Scheme & Credit OK |
| New Krishna Traders | Return | ₹50 | Credit Note Pending Approval |
Click a row: every field here is a real column from the actual order/return screen.
Customer Management & Credit Visibility
New customers can be created directly from the app with an "Add New Customer" option, and Customer Master covers every retailer, distributor, and super stockist. Credit and outstanding status are visible the moment an order is placed.
How It Works
- Add a new customer from the app without waiting for office data entry
- Edit customer details, view customer dashboards, and update outlet information during a visit
- Call or navigate to a customer directly from their record
- Validate credit limit automatically at order placement, with outstanding and over-limit status visible on the spot
- Configure what happens over limit: stop orders, allow the first order only, or block until dues are cleared
Why It Matters
- Customer creation from the field means a new outlet can start ordering the same day it's visited
- Credit visibility at the point of sale stops an over-limit order from being placed in the first place, e.g. a customer with a ₹0 limit but ₹2,79,765 already processed shows as over limit immediately
- Configurable over-limit rules let each business decide how strict to be, instead of one fixed policy for everyone
| Customer | Credit Limit | Outstanding | Status |
|---|---|---|---|
| Sharma General Store | ₹0 | ₹2,79,765 | Over Limit |
| City Mart | ₹5,00,000 | ₹0 | Settled |
Click a row: every field here is a real column from the actual customer screen.
Target Tracking & Pending Approvals
The app dashboard shows active targets against achievement, and the Market section surfaces every approval waiting on the field user, both built from the same data the order and visit screens already capture.
How It Works
- Track product-based and visit-based targets, with achievement counted on order placement, dispatch, or invoice generation depending on configuration
- See a timeline of targets, contributing orders, and achievement status, on monthly, quarterly, or yearly cycles
- Generate recurring targets automatically based on configuration, with no manual re-entry each cycle
- View pending approvals for orders, credit exceptions, returns, and customer creation inside the Market section
- Approve or reject directly from the mobile app; by default there are no approvals until a workflow is configured, and workflows can route up to 7 levels deep
Why It Matters
- Target visibility on the home dashboard keeps a field user's own number in view without asking a manager
- Approvals actioned from the field stop a pending order, return, or credit exception from sitting idle because an approver is out of office
- Configurable approval depth fits a two-person team and a seven-level hierarchy with the same workflow engine
| Item | Type | Status |
|---|---|---|
| Monthly Target · ₹8,00,000 | Product-Based | 78% Achieved |
| Credit Exception · Sharma General Store | Approval | Pending |
Click a row: every field here is a real column from the actual target/approval screen.
AI Assistant & App Configuration
An AI assistant sits inside the app for any system question, and branding, theme, and regional settings are configured once and reflected everywhere a user looks.
How It Works
- Ask the AI assistant anything related to the system, by typing or browsing help topics: "Show my pending orders", "How to place an order?", "Show orders for Civil Lines"
- Get help and support without leaving the app, available throughout every screen
- Configure mobile app logo and brand colors; if no logo is uploaded, default 1Channel branding appears, and it switches the moment a client uploads their own
- Set dark mode or light mode individually per user, with per-user theme customization
- Configure regional settings including time zone, date format, and GST/financial year for India
Why It Matters
- An assistant that lives in the app answers a how-to or a lookup question in seconds instead of a support ticket
- Location-based queries like "Show orders for Civil Lines" turn a beat name into a filter, not just a map label
- Branding and regional defaults set once keep every field user's app consistent without a separate rollout
| Query | Response |
|---|---|
| "Show my pending orders" | 4 orders pending dispatch |
| "Show orders for Civil Lines" | 2 open · 1 over credit limit |
Click a row: every field here is a real column from the actual assistant screen.
Mobile Analytics, Field Reports & Web Dashboard
The app dashboard and the web dashboard draw on the same field data: sales trends, attendance, coverage, and 26+ reports that any team member can filter and export.
How It Works
- See weekly/monthly sales trends, top-selling SKUs, order history, and coverage & productivity data in the app dashboard
- Track field team performance by user: visit completion rate, order placement, attendance compliance, and target achievement
- Load the web dashboard with the last 30 days of data by default, showing today's orders, revenue, active users, and order status distribution
- Filter and export any of 26+ default reports to CSV, with exports cached for 7 days so the whole team can re-access the same file
- Set appearance (light, dark, or system) with a live preview, pick from a 15-swatch theme-color palette, and clear app data from the same profile screen
Why It Matters
- App and web dashboards pulling the same data means a field user and an admin are never looking at two different numbers
- Per-user field performance turns beat coverage and attendance into something a manager can actually coach on
- A 7-day shared export cache saves a team from regenerating the same CSV report five times in one week
| Field User | Visit Completion | Target Achievement |
|---|---|---|
| R. Kumar | 94% | 112% |
| S. Verma | 81% | 76% |
Click a row: every field here is a real column from the actual performance report.
Loved by Customers, Recognized by the Industry
"With 1Channel, we've achieved 100% digitisation in sales team movement, order management, and inventory visibility, transforming the way we operate. The most beautiful thing about 1Channel is its ability to be completely customised to meet our organisation's unique requirements."
"1Channel is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox."
"Thanks to 1Channel SFA tool, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region."
"1Channel SFA tool has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements."
"Before 1Channel CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click."
Our recognitions constantly motivate us to push the envelope of excellence and empower our customers with winning ideas each day.
Who Uses Mobile DMS App?
Field teams execute beat-wise market visits, book retailer orders with auto stock and scheme validation, mark GPS attendance, and track sales targets, all from the mobile app.
Distributor mobile app for order booking across on-trade and off-trade outlets. Navigate to customer locations, see distance, and process returns with credit note generation during visits.
Sales order booking app for dealer visits with product catalog browsing, pricing visibility, and credit limit validation. Track weekly/monthly sales trends and top-selling SKUs in the app dashboard.
Retailer ordering app for field teams across beauty retail and kirana networks. Create new customers from the app, generate PDF orders, and track target vs achievement.
Field order management app for medical representatives visiting chemist and pharmacy outlets, with GPS attendance, photo verification, and beat-wise visit scheduling.
Order booking software for field teams across distribution territories. Beat management (Udyog Vihar Phase 3, 4, 5 pattern) with outlet mapping and coverage tracking.
Distributor mobile app for dealer visits with credit limit management (e.g., ₹2,79,765 over-limit visibility) and pending-approval tracking from the field.
Sales order booking app with AI assistant lookups ("Show orders for Civil Lines"), customer dashboard access, and pending approval management from the field.
Pricing
Flexible pricing based on your user count, app features, beat configuration, and distribution network size, from a basic order booking app to a complete mobile DMS with GPS attendance, market visits, returns, targets, and an AI assistant.
Every plan includes cloud hosting, web & mobile access, role management, setup & onboarding, standard reports, technical support, and workflow configuration, with no hidden charges.
Frequently Asked Questions
What Is a Mobile DMS App?▾
How Does GPS Attendance Work in the App?▾
How Does Market Visit Execution Work?▾
How Does Order Booking Work From the App?▾
Can Returns Be Processed From the Mobile App?▾
Can New Customers Be Created From the App?▾
What Analytics Are Available in the App Dashboard?▾
Does the App Include an AI Assistant?▾
How Does Beat Management Work in the App?▾
Can the App Branding Be Customized?▾
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