🎉 Free 14-day trial on every plan — no credit card, no sales call, cancel anytime. Start now →
🚐 Van sales automation

Van sales automation that runs your fleet on autopilot

Plan smarter routes, bill at the roadside — online or offline — and let AI suggest what each outlet should order. Every drop syncs to inventory and accounting the moment it happens.

  • No credit card required
  • Set up in under 10 minutes
  • Cancel anytime, keep your data
Van 07 · Today's route
Stops 1–24$3,180 billed
Stop 25 · Mama Njeri StoreAI: +2 items
Van stock · Soda 500ml18 left
ModeOffline · will sync
Route P&L live at head office
How it works

Up and running in three calm steps

1

Plan the beat

Smart routes put reps at the right outlets at the right frequency.

2

Sell at the kerb

Mobile billing with AI order suggestions — even offline.

3

Sync everything

Stock, cash and invoices post the moment signal returns.

01

Routes and beat plans that fit the territory

Cover more outlets with less driving. Adaptable beat plans and smart customer profiling put reps in front of the right stores at the right frequency.

Route planning with adaptable beat plans

Customer profiling and visit frequency rules

Journey plans on the rep's phone

Live route progress at head office

02

AI that tells reps what to sell

Demand-based order recommendations per outlet reduce stock-outs and returns — and a WhatsApp bot lets retailers order between visits without a phone call.

AI order recommendations per outlet

WhatsApp ordering bot for retailers

Promotions and scheme management

Suggested corrective actions on execution gaps

03

A warehouse on wheels

Each van carries live stock. Loading, sales, returns and van-to-van transfers all track in real time, so shrinkage has nowhere to hide.

Van-level inventory with load-out and bank matching

Mobile invoicing and receipt printing

Returns and damaged goods handling

Cash and credit collection tracking

04

Offline where the signal isn't

Rural routes and basement markets don't stop billing. Reps keep invoicing offline; everything — including fiscal compliance — syncs at the next bar of signal.

Full offline billing mode on Android and iOS

Automatic sync and tax-department reporting on reconnect

Scorecard KPIs per rep, van and store

End-of-day settlement posted to accounting

The complete guide

Van sales automation that runs your fleet on autopilot: what you need to know

Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team

What is van sales automation?

Van sales automation (direct store delivery) equips field reps who sell from vehicle stock: route plans and beat schedules, mobile billing at the outlet, van-level inventory, cash and credit collection, and end-of-day settlement. Because much of this happens outside network coverage, serious systems work offline-first and sync — including tax compliance — when signal returns.

KPIs that make routes profitable

  • Strike rate — outlets billed vs outlets visited
  • Drop size — average value per productive visit
  • Route adherence — planned vs actual coverage
  • Van stock variance — load-out vs sales vs returns
  • Collection efficiency — cash and credit recovered on route

PeppyBooks scorecards track these per rep, van and outlet, with AI order suggestions raising drop size at each stop.

1platform for books, stock & CRM
2 clicksfrom report to source document
14 daysfree on every plan
FAQ

Common questions

Does van sales work without internet?

Yes — reps bill fully offline and the app syncs stock, invoices and compliance submissions when connectivity returns.

How do the AI order recommendations work?

The system learns each outlet's demand pattern and suggests order quantities per item, so reps sell to the outlet's real need.

Can retailers order without a rep visit?

Yes — a WhatsApp bot lets retailers browse and order between visits, with orders landing directly in PeppyBooks.

What is a beat plan?

A beat plan is the recurring visit schedule assigning each rep a route of outlets by day — e.g., Monday: Market Road beat. Good beat plans balance coverage frequency against travel time.

Start for free — 14 days, no card