Connect a sale and its receipt
Give the office a clearer trail from the customer transaction to collection.
Field distribution
Follow a field sale through to the receipt.
Distributors lose track of a day when the bill, the cash collected, the expense, and the person who made the sale sit in different places. LITFusion is built for that roadside workflow.
Built around your business
Turn daily activity into a clearer business view.
A field team's day is a sequence of sales, receipts, expenses, and follow-ups. Keeping those activities tied to the employee and customer makes it easier for the office to review the day's work and investigate a missing receipt or unexplained expense.
Review field activity
Keep employee activity and expense records available for daily supervision.
Resolve differences sooner
Compare the day's bills, receipts, and expenses using consistent references.
Solution capabilities to scope
What your field distribution solution should connect.
Build the scope around the records your team uses, the decisions it makes, and the exceptions it needs to manage.
01 / SOLUTION AREA
Roadside sales and billing
Record the customer transaction, items, quantities, and bill so the office can review the sale using a consistent reference.
02 / SOLUTION AREA
Payment receipts and collections
Keep the receipt associated with the sale or customer it belongs to, and define how the office checks collections against billed activity.
03 / SOLUTION AREA
Expenses and employee activity
Capture the expenses and employee activity needed to explain the field team’s working day and support supervisor review.
04 / SOLUTION AREA
Daily reconciliation
Agree how bills, receipts, expenses, and unresolved differences are reviewed, including the devices and connectivity needed by your team.
Recommended starting point
LITFusion
Discuss your operating requirements with LITPL to confirm product fit, configuration, integrations, and implementation scope.
Explore the solution approach ↗An example operational workflow
How the work moves from start to finish.
Follow a typical transaction through the business. We adapt the sequence, approvals, and handovers to your operation during discovery.
- 01
Identify the customer and seller
Use the customer and employee references needed to keep the roadside transaction attributable to the right people.
Key record
Customer and employee reference
- 02
Record the sale
Enter the items, quantities, and applicable prices, then generate the bill for the transaction.
Key record
Field sales bill
- 03
Capture the collection
Record the payment receipt against the relevant sale or customer record for office reconciliation.
Key record
Payment receipt
- 04
Record daily expenses
Keep expense details and employee activity with the working day's records for review.
Key record
Expense and activity record
- 05
Reconcile the day
Review billed sales, collected payments, recorded expenses, and unresolved differences with the office team.
Key record
Daily sales and collection review
Reporting priorities
Know what to review.
Know which records support it.
Agree report definitions, date ranges, ownership, and source transactions before implementation. Use these industry-specific views as a starting point for your reporting scope.
- Field sales by customer and employee
- Payment receipts and collection differences
- Daily expense records
- Employee activity and daily reconciliation
Implementation approach
A practical path from discovery to daily use.
Agree the scope and acceptance criteria first, then prepare the data and people who will run the process.
- 01
Discover the operation
Walk through a real transaction with your operations and accounts teams. Agree the priorities, exceptions, and reports.
- 02
Design and configure
Confirm product fit, responsibilities, approvals, and data fields. Scope any add-ons, custom workflows, and integrations.
- 03
Prepare opening data
Clean and map master records, opening stock, balances, and active transactions. Reconcile the data before migration.
- 04
Test and train
Run representative transactions and exceptions with your users. Verify calculations, reports, access, and operating procedures.
- 05
Go live and review
Agree the cutover plan and support arrangements. Review early transactions and resolve issues with the responsible team.
Before you decide
Your industry questions, answered.
Can the team work offline or connect to our ERP?
Confirm connectivity, device requirements, synchronization, and ERP integration during the walkthrough. Use a complete field sale and collection example to check the required behaviour before including these functions in the implementation scope.
What determines the implementation scope and cost?
The scope depends on your users, locations, opening data, approvals, reporting, and integrations. We review a representative workflow and agree what uses standard functionality, what needs configuration, and what needs additional development before preparing the proposal.