How to Manage Field Collections and Cash Custody from Sales Representatives
Eliminate unrecorded payments and delayed banking by establishing a transparent 3-stage cash custody trail from field to cashier.
In many wholesale distribution businesses, significant working capital sits in the pockets of sales representatives in the form of cash and unbanked cheques.
When collections are tracked on paper or WhatsApp, business owners have no real-time record of who is holding company money, which invoices were paid, or when deposits will clear.
FieldBeat introduces a formal cash custody trail: Collected (in representative possession with photo receipt) → Handed Over (at branch depot) → Deposited (cleared in company bank account).
This eliminates collection float, prevents cash leakage, and enables evening cashiers to balance physical cash envelopes in minutes.
Operational Recommendation for Distributors
Transitioning from manual WhatsApp communication to a structured field platform like FieldBeat doesn't require overhauling your existing accounting software. Your accounting system stays the source of truth for ledgers, while FieldBeat owns field attendance, visits, order booking, and cash custody capture.
Next Steps for Your Sales Operations
- •Audit your current leakage: Calculate how many days field cash and cheques sit with reps before banking.
- •Evaluate visit visibility: Are you relying on verbal WhatsApp claims or verified GPS coordinates?
- •Test offline order booking: Give your frontline team a tool that works seamlessly in concrete warehouses and rural beats.
See How FieldBeat Works for Your Business
Schedule a 15-minute walkthrough configured for your specific wholesale vertical and team size.