Upload your store network and ORBIT builds balanced territories, schedules every visit — repeating or dynamic — and puts each route on the rep's phone. Switch on Field Sales and that same route takes orders: your catalogue, tiered pricing, live stock, signatures and a live sales dashboard. Reps work your prospect list on the same round and take a lead on as a customer where they stand. Ask the built-in assistant anything about your own data.
Real screens, real data — no mockups. Start with the overview, then follow the thread from a blank map to an order in your ERP.
Meet ORBIT — the whole platform in 1:54.
Your store list in, balanced territories out — within ±7% on weight, each one geographically whole. Then the visit-days and routes that follow from them.
Take the plan live on a real calendar — a repeating cycle or a day rebuilt from urgency — and watch a change to your master data flow straight into the routes.
A link on the phone, today's calls in driving order, and an order taken on the spot — photographed off a scribbled sheet if that's quicker — then handed to your ERP.
Start with territory & route planning. Switch on Field Sales when you're ready to take orders in the field — same stores, same map, same login. One price per rep, whichever mode you run.
Design balanced territories, build multi-week routes and dispatch every rep's day to their phone — everything you need to cover a network with the fewest kilometres.
Everything in planning, plus full order-taking: your catalogue and price lists on the rep's phone, on-site orders and signatures, and a live sales dashboard back at the office.
Same data, one login — turn Field Sales on when it suits you. Same per-rep price for both modes →
No GIS expertise required. Upload a spreadsheet, set your parameters, and ORBIT does the hard work.
Import stores and reps from Excel into your organisation's master data, grouped by region. GPS, call frequencies, visit windows, contract dates, pre-assigned groups and shopping centres are all respected — and never split.
Pick a region and run the algorithm — balanced, contiguous territories in under a minute. Then schedule visits into Repeating calendars or Dynamic urgency-driven days.
Push plans to reps' phones and track every visit as it happens. When your data changes, flow the updates straight into live plans — no full replan.
ORBIT handles the full workflow from territory design to daily scheduling — in a single tool.
Achieves ±7% weight balance across all territories. No rep gets a massive workload while another sits idle.
No fragmented islands. Every territory is a single connected region — because disconnected territories waste drive time and confuse reps.
Drag stores between territories, polygon-select entire areas, and reassign in one click. Full undo history keeps everything reversible.
Day-by-day visit schedules optimized for travel distance and working hours. Handles variable hours, depots, store visit windows and multi-week planning periods.
Create and compare different territory configurations side by side. Run 2–30 territory counts at once and choose what works best for your business.
Import from your existing spreadsheet format. Export results back to Excel for your team. No new systems to learn — plug into what you already use.
Add, remove or edit stores in master data and ORBIT shows exactly what changed — then flows it into live plans: new stores slotted, dropped stores removed, routes and visits updated. No full replan.
Run a fixed Repeating calendar cycle, or let Dynamic mode build each day from store urgency and last-visit dates. Two planning styles, one tool.
An offline-capable web app: reps see their route, navigate, and mark Start / Finish per stop. GPS is captured on every tap and synced back automatically — even after working with no signal.
One organisation-wide source of truth for stores and reps, partitioned into regions. Edit inline, bulk-upload, and build every scenario from the same clean data.
Keep a list of shops you don't sell to yet. Reps see the ones nearest their route, call on them, and can take a lead on as a customer in the field — while the office watches coverage per rep.
A day rarely runs to plan. From the rep's current position, ORBIT re-sequences everything still outstanding for the shortest drive home — still inside every store's visit window — and rewrites the ETAs, in the same records the office is watching.
Every actual visit is logged — from the mobile app, planning edits, historical last-visit dates, or an external API — with GPS and timestamps, searchable and exportable.
ORBIT's algorithm combines weighted K-means clustering with geographic contiguity constraints and iterative boundary tuning. The result: territories that are compact, connected, and fair — without hours of manual adjustment.
Once territories are cut, ORBIT solves the scheduling problem: which stores does each rep visit on which day, in what order, to minimize drive time while fitting within working hours.
Take a plan live and ORBIT drives it onto a real calendar — with the mode that fits how you work.
No app store, no install headaches — just a link. The rep app is a fast, installable web app that works even when there's no signal.
Re-optimising runs on the server, not the phone: the new order is written to the same visits the office is looking at, so the two can never disagree about the route.
Switch on Field Sales and the route the rep is already following becomes an order pad — catalogue, tiered pricing, VAT, signatures and a live sales view, all built into the same ORBIT they use to plan.
At each stop the rep opens the store's order screen, adds lines from your catalogue at that store's own price tier, and captures the owner's signature to confirm — online or offline.
Load your products once and set a price per customer tier. Reps always sell at the right price, they can see what is actually in the warehouse, VAT is handled for you, and a central change reaches every phone instantly.
No stock feed? The badges simply don’t appear. ORBIT mirrors your supplying system and never claims to own the stock — nothing here reserves or decrements.
Every order flows straight into a live dashboard — revenue, orders, units and coverage, broken down the way you actually run the business.
Capture the owner's signature on the phone to confirm each order. Editing an order's lines clears the signature, so what's signed always matches what's sold.
Per-Division VAT rate, per-product VAT flags and a VAT-inclusive order value — snapshotted at capture so history stays correct even when prices change.
Group confirmed orders into a batch that locks them against edits and hands a clean, auditable set to your accounting or ERP system.
Each committed order can be rendered to a branded PDF and emailed to the store automatically — or downloaded on demand, even without an address on file. See a real one →
In stock, Low or Out of stock against every line, mirrored hourly from your ERP or set by hand where there is no feed. Reps stop promising what the warehouse hasn’t got.
List and ingest orders, products, prices and visits over a clean REST API — feed ORBIT from your ERP, or push its data into your BI and dispatch systems.
The same installable rep app takes orders with no signal all day and syncs the moment it reconnects — no lost sales in low-coverage territory.
A planned day only covers the shops you already sell to. Load your leads, or let reps add the ones they walk past, and ORBIT works them into the route they are already driving — then shows the office which leads have been called on and which haven’t.
Standing in the street the rep gets every unvisited lead in their patch, nearest first — and against each one, how far it would pull them off the route they are already driving.
Prospecting is part of Field Sales — it is order-taking work, so a planning-only division never sees it.
A name, a pin and a note about why it’s worth a call is enough to upload. ORBIT works out which rep each lead belongs to, and turns the list into a coverage picture you can hold someone to.
A visit that comes back as "done" tells you nothing about the shelf. Reps photograph what they find and answer the questions you set — offline, in the store, without a second app.
Photos are included in both modes. Surveys are part of Field Sales, because they are targeted by store type.
Both of these came out of a single call at a single store. One is the order the shopkeeper signs for; the other is the record your office keeps. Open either — they are the real files, not pictures of them.
Headed with the division, priced at that store’s own tier, VAT split out and exempt lines marked, and signed on the phone at the counter. Emailed to the store on commit, or downloaded whenever you want it.
Open the sample →Everything one call produced, on one document: when the rep arrived and left, where the phone was standing, the store’s details, the order taken, every survey answer, and the photos with their captions and timestamps.
Open the sample →Both samples are ORBIT demo data. Your documents carry your own logo, currency and division name.
Stores open, close and move; contracts and call frequencies shift. ORBIT treats master data as the source of truth and flows changes straight into your live plans — so a small change never means a full replan.
Every screen has an assistant that answers in plain language — how to use ORBIT, or what's actually in your data. Answers come back as text, a table or a chart, whichever fits the question.
If your team drives between customer locations, ORBIT can cut your territories and plan your routes.
Manage rep territories across retail, wholesale, and independent channels. Balance call frequency with drive time.
Balance delivery routes across customers with different visit frequencies and order volumes.
Ensure technicians cover their zones without excessive travel between sites or overlapping regions.
Ensure every pharmacy, clinic, and hospital gets the right rep visiting on a reliable schedule.
Territory-cut field teams for promotions, audits, stock checks, and in-store merchandising programs.
Optimize daily driver routes across dense urban store networks. Minimize kilometres, maximize deliveries.
ORBIT powers territory planning for some of Africa's most demanding field sales operations.
Every feature below shipped recently, and every one of them is live now.
Work a list of shops you don't sell to yet. Reps see the unvisited ones nearest their route, add one to the day, capture new leads on the spot, and can take a lead on as a customer and order from it immediately. The office gets coverage per rep and an Excel export.
In stock, Low or Out of stock beside every catalogue line, mirrored from your ERP on an hourly feed — or typed in where there is no feed — with a low-stock band per SKU. Reps stop promising what the warehouse hasn't got.
One tap re-sequences every stop still outstanding — planned, rep-added and prospect calls alike — for the shortest drive from where the rep is now back to their home, and rewrites every ETA in the records the office is watching.
An offline-capable web app — no app store. Reps see their route, mark Start/Finish per stop, and capture GPS on every tap. Plans publish instantly and sync back the moment there's signal.
Take a plan live on a real calendar: a fixed Repeating cycle, or Dynamic days built from store urgency and last-visit dates. Contract dates, store visit windows and rep hours respected automatically.
Cloud-hosted, multi-tenant platform with org-wide master data partitioned by region, user management and roles. Managers plan; reps see only their own routes.
Reps snap shelf, compliance and proof-of-visit photos on their phone — captured offline, reviewed and commented on before they send, then synced against each visit and viewable straight from the visit log.
Build a questionnaire per store type — tick boxes, pick-lists, a 1–5 scale, counts and free text. Reps answer it offline on the visit; the office gets a results table and a dashboard by rep, store type and date.
A documented REST API for stores, reps, visits, plans and orders — pull committed order batches straight into finance, or take them as Excel. It runs both ways: orders raised in your ERP push back into ORBIT.
White-label ORBIT under your own brand — app name, colours, logo and subdomain — with a partner console for managing client accounts and recurring commission on every subscription.
Ask questions about your own data — or about how ORBIT works — and get back text, a table or a chart. Scoped to your partition, limited by your role, read-only, and fully logged.
A simple per-rep monthly rate, with planning seats for your office team included. Run territory & route planning on its own, or switch on Field Sales for full order-taking — at the same price.
One price for both modes. Minimum of 10 billable reps; custom pricing applies above 100. Prices exclude VAT.
Both modes are billed per billable rep per month (planning seats included), with annual discounts and custom pricing for teams of more than 100 billable reps. See how billing works →
We'll walk you through the full workflow — territory cutting, tactical planning, and export — using a real sample from your store network. No commitment, no sales pressure.
Or email us directly at info@opsi.co.za
We'll be in touch within one business day to schedule your session.