Cash collection

Record cash collected from retailers by sales representatives. Monitor debt levels.


What is this workflow ?

This workflow helps track the money that is collected by the sales representative from the retailer, if previous sales have not been paid entirely. It is also called "Debt recovery". This is to allow the retailer to pay back his debt, and stay within his credit limit. This workflow will contribute to lowering the debt level associated with the retailer, which will prevent him from purchasing if it goes beyond a certain level defined.

With it you will capture the following data:

  • Amount recovered

  • Type of payment (cash, mobile money, etc)

Who is this workflow for?

  • Sales Representatives

  • Van Sales Men

  • Tricycles Sales Men

  • Any other sales roles where the sales is done directly to the retailer

What KPIs will you get ?

Workflow specific

  • Amount collected

  • Debt level per retailer

  • Debt level per sales representative

FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.


I am very happy to count Optimetriks as our IT partner for our sales digitisation effort. I appreciate their reactivity in rolling out software solutions that are relevant for us, that produce the right analytical data to understand our distribution at a granular level."

Ziobeieton Yeo

West Africa General Manager



Ready to try this workflow ?