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Beat Planning

What is Beat Planning?

Beat planning or permanent journey plan is a day-level route plan made for field sales/marketing personnel to make visits to a number of stores at a predefined frequency. A beat plan defines whom to visit, when to visit, based on the company’s priorities on stores category/segment. Effective beat planning is essential for FMCG retailers and brands to be able to keep stores sufficiently stocked with in-demand merchandise and replenish them at regular intervals.

While sales beat planning is generally done manually, when handling multiple locations and hundreds of product categories, it poses some serious real-world challenges.

  • Fuzzy, incomplete, and incorrect addresses of the retail outlets is a major issue while planning sales beats
  • Poor communication between retail storekeepers and warehouse managers may lead to improper beat planning
  • Mapping specific vehicles to a specific category of products and specific geographical regions is also part of the planning process
  • On-ground constraint such as salesman’s geographical understanding, route restrictions, traffic congestions, etc. can affect a permanent journey plan
  • Salesmen often face the issue of unfair load balancing in terms of the number of retailer visits, distance traveled and time spent on the road.

How Locus helps FMCG retailers with efficient beat planning

Automated beat planning | Accurate rider allocation | Increased serviceability ratio | Smart routing for Permanent Journey Plans | Analysen und Einblicke

Related Resources

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Due to the very nature of consumer goods, the competition in the FMCG market is always cut-throat. If your product is not available in the store, the customer will easily substitute it with an alternate brand.

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How can Locus help manage your logistics?

  • Die proprietäre Geokodierungs-Engine von Locus wandelt die unscharfsten Adressen in präzise geografische Koordinaten um und hilft so Ihren Führungskräften vor Ort, Adressen leicht zu finden.
  • Digitize all your operational variables such as fleets, delivery persons, etc to come up with the best route plan every day.
  • Track your orders in real-time with the Locus Live Dashboard. Locus’ last-mile delivery app Locus On The Road (LOTR) helps delivery partners process orders.
  • Visualize and tweak your scheduled plans via three key metrics— geography, time, & vehicle(fleet)—with a birds-eye view of your entire operations.
  • Erstellen Sie Ihre eigenen Berichte und analysieren Sie wichtige Parameter, die Sie für wichtige Entscheidungen benötigen.

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