Territory Planning · Routes · Field Sales

ORBITPlan the routes. Then run the sales day.

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, signatures and a live sales dashboard. Ask the built-in assistant anything about your own data.

±7% Weight balance across all territories
<60s To optimize 1,000+ store networks
5+ Industries served across Africa
ORBIT — Territory Manager
5 territories · 39 stores
Watch It Work

Ninety seconds, then the detail.

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 1:18.

012:11

Territories that make sense

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.

022:25

Planning that stays current

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.

032:40

In the rep's hands

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.

Two Ways to Run ORBIT

One platform, two modes.

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. You only pay for the mode you run.

Mode 1 · Planning

Territory & Route Planning

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.

  • Balanced, contiguous territory cutting (±7%)
  • Multi-week tactical route optimisation
  • Repeating & Dynamic daily planning
  • Offline rep app with GPS visit tracking
  • Visit photos with on-device review & comments
  • Flow-through updates from your master data
Mode 2 · Planning + SFA

Planning + Field Sales

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.

  • Everything in Territory & Route Planning
  • Product catalogue & tiered price lists
  • On-visit orders with VAT & signature capture
  • In-store surveys & audits, reported per rep and store type
  • Live sales dashboard & analytics
  • Commit to batches & hand off to your ERP

Same data, one login — turn Field Sales on when it suits you. Priced separately per mode →

How It Works

From raw data to deployed territories in three steps

No GIS expertise required. Upload a spreadsheet, set your parameters, and ORBIT does the hard work.

1

Load your master data

Import stores and reps from Excel into your organisation's master data, grouped by region. GPS, call frequencies, contract dates, pre-assigned groups and shopping centres are all respected — and never split.

2

Cut territories & build routes

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.

3

Dispatch & keep it live

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.

Features

Everything your planning team needs

ORBIT handles the full workflow from territory design to daily scheduling — in a single tool.

Balanced territories

Achieves ±7% weight balance across all territories. No rep gets a massive workload while another sits idle.

Geographic contiguity

No fragmented islands. Every territory is a single connected region — because disconnected territories waste drive time and confuse reps.

Interactive map editing

Drag stores between territories, polygon-select entire areas, and reassign in one click. Full undo history keeps everything reversible.

Tactical scheduling

Day-by-day visit schedules optimized for travel distance and working hours. Handles variable hours, depots, and multi-week planning periods.

Multiple scenarios

Create and compare different territory configurations side by side. Run 2–30 territory counts at once and choose what works best for your business.

Excel integration

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.

Flow-through updates

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.

Repeating & Dynamic routes

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.

Rep mobile app

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.

Master data & regions

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.

Visit tracking

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.

Territory Cutting

Perfectly balanced regions. Every time.

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.

  • ±7% weight balance guaranteed across all territories
  • Respects pre-assigned stores and shopping centre groupings
  • Guarantees geographic connectivity — no islands, ever
  • Compare 2 to 30 territory counts in a single algorithm run
  • Manual refinement on a live map with instant visual feedback
Territory Cuts 5 6 7 Territory Stores Wt% North 84 19.8 East 79 20.4 Central 91 21.2 South 76 18.9 West 82 19.7 Balance: ±3.2% ⬇ Download Excel
Q1 Week 1 — Central Mon Tue Wed Thu Monday — 16 stops 08:00 Store A1 (Depot) 08:38 Store A2 09:14 Store A3 09:55 Mall Centre 10:50 Store A5 11:32 Store A6 12:18 Store A7 … 9 more stops Distance: 138 km Drive time: 2h 18m Visit time: 5h 42m Total: 8h 00m ✓ ⬇ Export Excel Start 08:00
Tactical Planning

Every rep, every store, every day.

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.

  • Day-by-day route optimization across your full planning period
  • Configurable working hours per day — even different hours each day
  • Start from territory centre or a single shared depot
  • Multi-week planning periods from 1 to 8 weeks
  • Compare coverage and distance across all territories side by side
  • Export daily plans to Excel for immediate dispatch
Repeating Dynamic MON TUE WED THU FRI 14911 812 ·· ··· ▲ Fixed weekly cycle, mapped to the calendar Dynamic — most urgent first Store B7 · 9 days overdue Store C2 · 4 days overdue Store A9 · due today
Daily Planning

Two ways to plan every day.

Take a plan live and ORBIT drives it onto a real calendar — with the mode that fits how you work.

  • Repeating — a fixed weekly cycle mapped across the planning period, so reps follow a predictable, recurring beat.
  • Dynamic — each day is built fresh from store urgency: days since last visit versus the target cadence, seeded by each store's last-visit date.
  • Contract start/end dates gate visits automatically — nothing is scheduled outside a store's active window.
  • Working days, leave, and per-rep hours are all respected.
  • A live dashboard tracks completed vs due, tempo, and off-location visits.
My route ✓ 4 / 12 done Mon 6 Jul · ⏳ 2 to sync · offline ok 1 Zara Sandton City 08:12–08:34 · 22 min Done 2 iStore Sandton 📍 12 Main Rd · 📞 +27 11 555… ⏹ Finish ✗ Not done 3 Ackermans Mall 4 Game Menlyn
Rep Mobile App

Your reps' route, in their pocket.

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.

  • See today's stops in order, with contact, address and tap-to-call phone
  • One tap to Start and Finish each visit — dwell time captured automatically
  • GPS recorded on every button press, flagging off-location visits
  • Photograph the shelf and answer your survey, right on the visit
  • Fully offline: work all day with no coverage, syncs the moment you reconnect
  • Turn-by-turn hand-off to the phone's maps app for navigation
Field Sales · SFA

Turn every planned visit into an order.

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.

Order Capture

An order pad in every rep's pocket.

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.

  • Prices resolve automatically from the store's customer tier
  • VAT applied per line and per Division, snapshotted at capture
  • On-screen customer signature confirms the order
  • Fully offline — orders sync the moment signal returns
  • Every order is filterable, searchable and exportable to Excel
ORBIT — Orders
Orders 500 orders 2026/06/27 2026/07/27 Show committed ⤓ Export Excel DATESTORE REPITEMS TOTAL (INC VAT) STATUS 27 JulD00213R01 3R 144.16 submitted 27 JulD00796R01 3R 300.74 submitted 🔒 27 JulD00384R08 5R 612.87 BATCH-00007 🔒 27 JulD00095R08 1R 77.67 BATCH-00007 🔒 27 JulD00576R08 6R 874.67 BATCH-00007 27 JulD00826R08 2R 109.07 submitted R1.2M REVENUE 2,464 ORDERS R506 AVG ORDER 49% COMMITTED REVENUE TREND peak R68.4k
ORBIT — Products & Pricing
Products (150) ⤒ Upload + Add product CODENAME UNITCATEGORY BARCODEVATACTIVE FMBEV0001Cola caseBeverages 6000131407977 YesYes FMBEV0002Lemonade caseBeverages 6004606354977 YesYes FMDRY0028Tea Bags packDry Goods 6001630767761 YesYes FMHOM0030Bleach caseHome Care 6003961891446 YesYes FMPER0036Body Lotion eachPersonal Care 6008156603516 NoYes PRICE LIST · PER CUSTOMER TYPE PRODUCT RETAIL WHOLESALE KEY ACCOUNT Cola R 9.44 R 8.56 R 7.98 Lemonade R 10.18 R 9.21 R 8.60 Tea Bags R 11.29 R 10.22 R 9.54 Effective from 2026/07/01 · change a price centrally and every rep is current at once
Catalogue & Pricing

Your catalogue and price lists, centrally managed.

Load your products once and set a price per customer tier. Reps always sell at the right price, VAT is handled for you, and a central change reaches every phone instantly.

  • Full product catalogue — units, categories and barcodes
  • Customer types (pricing tiers): wholesale, retail, key account…
  • A price & cost per product, per tier — bulk-uploaded from Excel
  • Per-product VAT flags for correct, auditable tax
  • Change a price centrally and every rep is up to date at once
Live Sales Dashboard

See the sales day as it happens.

Every order flows straight into a live dashboard — revenue, orders, units and coverage, broken down the way you actually run the business.

  • Revenue, order count, average order and units at a glance
  • Trend lines by product category, rep or store type
  • Top products, top stores and territory breakdowns
  • Committed-vs-open and VAT totals, ready for finance
  • Filter to today, 7, 30, 90 days or the year
ORBIT — Sales Dashboard
Sales dashboard 7d 30d 90d 1y R1.2M REVENUE (INCL VAT) 2,464 ORDERS 139,659 UNITS SOLD 933 STORES ORDERING REVENUE TREND 28 Jun peak R68.4k 27 Jul BY PRODUCT CATEGORY Beverages R267.7k Staples R258.8k Dry Goods R173.7k Home Care R142.4k BY REP Maria Pillay R188.8k Liam Pillay R169.3k Kwame Pillay R169.3k Grace Adams R168.4k STORE-TYPE SHARE Retail R655.5k · 53% Wholesale R592.1k · 47% VAT R129.0k · 49% committed to batches · ready for finance

Signed on site

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.

VAT done right

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.

Commit & hand off to your ERP

Group confirmed orders into a batch that locks them against edits and hands a clean, auditable set to your accounting or ERP system.

Emailed PDF invoices

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.

Open API

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.

Offline-first capture

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.

7 Spar Rosebank 09:12–09:31 · 19 min Done 🏬 Store details 🛒 Order 2 items · ✓ Submitted R997.69 📋 Shelf audit ✓ Sent · 6 questions 📷 Add photo ⏳ 1 waiting to send 3 of 4 Review
Photos & Surveys

See what your rep saw.

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 of the shelf, the display, the problem — captured offline, with GPS and a timestamp
  • Reviewed before they send — the rep views, comments on or deletes each photo on the phone first
  • A cap you control — per division, or per store type, so a key account can warrant more evidence than a kiosk
  • Surveys built by you — tick boxes, pick-lists, a 1–5 scale, counts and free text, targeted per store type
  • Answers that can't be fudged — a required survey blocks finishing the visit, enforced on the server, not just in the app
  • Reported the moment it lands — one row per response, one column per question, and a dashboard by rep, store type and date
  • Attach photos to the order PDF — on your download, never on the copy the customer receives

Photos are included in both modes. Surveys are part of Field Sales, because they are targeted by store type.

Data changes ⟳ 3 changes NEW STORES (1) ➕ Store D4 — Vryheid Depot REMOVED (1) ➖ Store B2 — closed CHANGED (1) ✎ Store A7 — moved location territory cadence Apply changes ✓ Live plan updated — routes re-optimised, visits regenerated Completed visits preserved · no full replan
Flow-Through Updates

Your data changes. Your plans keep up.

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.

  • See exactly what changed — added, removed and edited stores, each tagged with its impact
  • New stores are auto-assigned to the right territory and slotted into the nearest route day
  • Removed stores drop out of routes and future visits automatically
  • Dynamic plans absorb changes on the next generated day; Repeating routes are re-optimised in place
  • Completed and in-progress visits are always preserved
  • Per-store day restrictions are respected — a Monday-only customer stays on a Monday
ORBIT — Assistant
Break the stores down by store type 998 stores across two store types. STORES BY TYPE Wholesale 512 Retail 486 ▸ How this was worked out · 969 tokens · 6.7s ↳ store_stats group_by=customer_type Scoped to this partition · read-only · never sees another customer's data Ask about ORBIT or this partition… Ask
New · AI Assistant

Ask your data a question.

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.

  • Answers from your live data — store counts, visit completion, orders by rep or product
  • Explains the product too, so new planners stop waiting on a manual
  • Scoped to the partition you're in. It cannot read another customer's data, and it never changes anything
  • Respects each user's role — a controller can't ask it for the margins their screens hide
  • Shows its working: every figure lists the lookup that produced it
  • Full usage log for administrators — who asked what, when, and what it cost
How many stores are in each region? Which products sold most last month? How do I cut territories?
Industries

Built for any field operation with a store network

If your team drives between customer locations, ORBIT can cut your territories and plan your routes.

Sales & Merchandising

Manage rep territories across retail, wholesale, and independent channels. Balance call frequency with drive time.

FMCG & Distribution

Balance delivery routes across customers with different visit frequencies and order volumes.

Field Service

Ensure technicians cover their zones without excessive travel between sites or overlapping regions.

Pharmaceutical

Ensure every pharmacy, clinic, and hospital gets the right rep visiting on a reliable schedule.

Retail Operations

Territory-cut field teams for promotions, audits, stock checks, and in-store merchandising programs.

Van Sales

Optimize daily driver routes across dense urban store networks. Minimize kilometres, maximize deliveries.

Results

Proven in the field

ORBIT powers territory planning for some of Africa's most demanding field sales operations.

+15%
More outlets served
−10%
Lower distribution cost
±7%
Territory weight balance
Recently Shipped

Moving fast — and just getting started

Every feature below shipped recently, and every one of them is live now.

Available Now
Rep Mobile App

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.

Available Now
Daily Planning — Repeating & Dynamic

Take a plan live on a real calendar: a fixed Repeating cycle, or Dynamic days built from store urgency and last-visit dates. Contract windows and rep hours respected automatically.

Available Now
Team accounts, regions & roles

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.

Available Now
Photos from the field

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.

Available Now
In-store surveys

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.

Available Now
REST API & ERP hand-off

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.

Available Now
Reseller Programme

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.

Available Now
AI assistant

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.

Pricing

Priced per rep — pick your mode

A simple per-rep monthly rate, with planning seats for your office team included. Run territory & route planning on its own, or add Field Sales for full order-taking — each mode is priced separately, so you only pay for what you run.

Mode 1 · Per rep / month
Territory & Route Planning
Balanced territories, routes and the rep app
  • Territory cutting & tactical route planning
  • Repeating & Dynamic daily planning
  • Offline rep app + GPS visit tracking
  • Flow-through updates & Excel import/export
  • Multiple partitions, scenarios & users
  • Guided onboarding & support
See Planning Pricing
Mode 2 · Higher per-rep rate
Planning + Field Sales
Adds full SFA order-taking & analytics
  • Everything in Territory & Route Planning
  • Product catalogue & tiered price lists
  • On-visit orders with VAT & signatures
  • Live sales dashboard & analytics
  • Commit to batches, ERP hand-off & PDF invoices
  • Priority support & quarterly review
See Field Sales Pricing

Both modes are billed per billable rep per month (planning seats included), with volume & annual discounts and multi-partition Enterprise options. Every plan starts with a free pilot on one region using your own data. See how billing works →

Request a Demo

See ORBIT in action with your own data.

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.

  • 30-minute online session tailored to your store network
  • See your own territories optimized live in the session
  • Free feasibility assessment for your store count and geography
  • No software to install — we share our screen

Or email us directly at info@opsi.co.za

Book your free demo

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