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SyncBiller Marketplace

Field Sales & Distribution

Complete field-sales execution over the existing B2B engine: beats, visits, orders, approvals, delivery, collections, returns, targets and offline/mobile workflows.

Workflow diagram — not a screenshot

Field Sales & Distribution

1Beat plans, routes and customer visits
2Mobile order capture, collections and returns
3Delivery, targets, approvals and supervisor controls
4Tenant and company scoped access

Who should use it

Owners, administrators and operational teams that need field sales & distribution inside the same governed tenant as their Tally-connected workflows.

Business problem solved

Complete field-sales execution over the existing B2B engine: beats, visits, orders, approvals, delivery, collections, returns, targets and offline/mobile workflows.

Requirements

An active SyncBiller tenant, the required module entitlement and the appropriate role/company assignment. Authenticated workspace: /subscriber/b2b.

Detailed capabilities

What the module supports

Beat plans, routes and customer visits

A published Field Sales & Distribution capability available within its tenant and permission boundaries.

Mobile order capture, collections and returns

A published Field Sales & Distribution capability available within its tenant and permission boundaries.

Delivery, targets, approvals and supervisor controls

A published Field Sales & Distribution capability available within its tenant and permission boundaries.

Tenant and company scoped access

A shared SyncBiller control applied to the module workspace.

Role-aware actions and audit evidence

A shared SyncBiller control applied to the module workspace.

Search, filters and operational exports

A shared SyncBiller control applied to the module workspace.

Responsive web workspace

A shared SyncBiller control applied to the module workspace.

Clear Tally/Connector authority boundaries

A shared SyncBiller control applied to the module workspace.

Workflow

From entitlement to governed action

1

Enable

Platform availability and tenant entitlement are checked.

2

Assign

Administrators assign company, branch and role access.

3

Operate

Users work in the Field Sales & Distribution screens and APIs.

4

Review

Statuses, approvals, exports and audit evidence remain visible.

Platform coverage

Web, mobile and accounting boundaries

SaaS functionality

The browser workspace exposes the published Field Sales & Distribution screens, search, filters and actions after entitlement and role checks.

Mobile functionality

Supported field actions are available in the authorised mobile experience, including offline queues where implemented.

Tally & Connector

Connector interaction is used only by implemented flows. Tally-authoritative accounting results are not presented as posted until the corresponding acknowledgement exists.

Workflow demo

Field Sales & Distribution from access to audited outcome

No product screenshot is published until it has been captured from the authenticated module route with safe demo data. The diagram below is explicitly not a screenshot.

Workflow diagram — not a screenshot

TenantEntitlementRole / companyModule actionAudit / status

Reports

Operational lists, statuses and exports are exposed where implemented. Core financial reporting remains available separately in Reports Centre.

Permissions

Module entitlement, tenant membership, role and company/branch access are enforced before data or actions are returned.

Audit & state

Pending, approved, queued, acknowledged and failed states are kept distinct; the UI does not turn an unconfirmed external action into success.

FAQ

Questions about this module

Is Field Sales & Distribution included in core SyncBiller?

Marketplace entitlement is separate from the core subscription unless its current commercial configuration explicitly says otherwise.

Does this page guarantee every provider or hardware integration?

No. Provider, device and physical output integrations require their configured service and real UAT.

Can administrators control access?

Yes. Module entitlement is combined with tenant roles and company or branch assignments.

Does it overwrite Tally accounting?

No. Connector-bound accounting actions remain queued or pending until Tally acknowledgement is received.