Distribution - Overview
The Distribution module in Zoho ERP helps you organize and manage field sales operations. You can create sales regions, set up routes within each region, schedule salesperson visits through journey plans, and track field activity through beats.
Sales regions define your market areas. Routes are created within each region to set the path for customer visits. Journey plans are mapped to routes and define when a salesperson will visit. Beats are automatically generated from journey plans. One-time journey plans produce a single beat; recurring journey plans produce beats based on the plan’s duration and visit frequency.
In addition to planned beats, you can create delivery runs to assign shipments to a delivery agent for a specific date, independent of any route or journey plan. Delivery runs move through Draft, Scheduled, In Progress, and Completed statuses.
Note: To enable Distribution, navigate to Settings > Setup & Configurations > Configure Modules. Check Beat Management under Distribution, agree to the terms and conditions, and click Save. Beat Management will be listed on the left sidebar.