Retail & Modern Trade Sales Force Automation Cloud Software for Philippine Retail Chains

It is one cloud app built around a branch call calendar. A key account manager works branches for chains such as SM, Robinsons, Puregold, 7-Eleven, Alfamart, Mercury Drug and Watsons across Luzon, Visayas and Mindanao, with listing reviews, promo sign-off and shelf audits logged at every stop. Call plans, KPIs and dashboards stay on the same platform whether the branch sits in Metro Manila or a provincial capital.

Yes. The app is offline-first. Inside a branch stockroom, on a ferry crossing to a Visayas call, or in a province where a typhoon has cut mobile signal for days, reps still capture orders, shelf photos, GPS and timestamps on-device. Everything syncs to the cloud once the connection returns, and conflict handling stops duplicate or stale entries reaching the branch order.

At each call, the rep or KAM checks the branch's live listing, confirms shelf price and promo pricing against plan, and places the order against current stock and scheme terms. Promotional execution, POSM placement and price compliance are logged with a geo-tagged photo, so a promo is only marked live once it is confirmed on the shelf, not just booked on paper.

It mirrors the real chain: distributor to sub-distributor or direct branch delivery to the retail branch shelf. Reps and KAMs capture the branch-level order and the flow moves to the cloud DMS for allocation and dispatch. Primary stock movement and branch-level sell-out stay visible in one view, so a brand can see stock moving from the distributor down to a specific branch.

Reps and KAMs log cash, bank transfer, GCash, Maya and InstaPay settlement against each invoice, with a reference captured for every digital payment. Outstanding balances and credit ageing show on screen before the next call is booked, and PESONet handles bulk or scheduled distributor settlements outside the branch visit itself.

Branches are tagged by chain and format: hypermarket, supermarket, convenience and pharmacy. Call templates assign a cadence per format, so a hypermarket branch might sit on a weekly KAM cycle while a convenience or pharmacy branch runs on a shorter loop. Coverage reports flag any branch missed against its plan, broken down by chain and region.

Branches are mapped by location across the three island groups, and route planning sequences the week around combined road and inter-island travel rather than a single road network. When a typhoon closes a port or delays a flight, the plan reshuffles calls automatically so KAMs and reps still cover their assigned branches within the week.

Reps run a configurable audit at each visit: on-shelf availability for every listed SKU, planogram compliance, facings, price checks, POSM placement and competitor activity, all backed by a geo-tagged photo. Out-of-stock, delisting and substitution events log automatically. Range compliance and promo execution reports roll up by chain, format and region for buyer reviews and brand teams.

Yes. Orders and stock checks carry batch and expiry, so near-expiry stock on a branch shelf is flagged for rotation or return before it becomes a write-off. This supports FDA-aligned traceability for food, drink, personal care and pharmacy lines, where batch discipline protects both the brand and the retail chain.

Leadership sees peso sell-out, branch coverage, range compliance and collections with drill-down by chain, region and format. Brand teams see SKU penetration and share-of-shelf trends. 1Voice AI answers plain-language questions such as which Cebu branches fell short of target this week, with no custom report. The rep app supports a field force working across Tagalog-speaking Luzon and Cebuano-speaking Visayas and Mindanao, so training and day-to-day use fit a multi-region team.