Smarter Outlet Creation with Route-Level Controls: What’s New in Botree SFA

Field execution depends on accurate outlet data, clear hierarchy structures, and reliable validation at every step. When verification is manual, hierarchy mapping is unclear, or location updates lack control, it creates reporting gaps and operational risks.

This release strengthens outlet onboarding, hierarchy management, and location validation within SFA. The focus is on improving market coverage visibility, ensuring structured outlet relationships, and adding stronger validation controls during critical field activities.

Here’s what’s new in this release:

• Restrict Outlet Creation per Route
• Enhanced Authentication and Forgot Password Flow
• Location Update – Mandatory Photo and OTP Validation

Restrict Outlet Creation per Route 

Earlier, salesmen could create unlimited outlets within a route, leading to duplicate entries and data clutter. This made it difficult for administrators to maintain clean and accurate outlet data.

To address this, we introduced route-level outlet creation controls with supervisor validation. Outlet creation is now governed through configurable limits and approval workflows to ensure better data quality and control.

Update Highlights

• Route-Level Outlet Limit: New DMS configuration MaxOutletsPerRoute to control outlet creation per route.
• Supervisor Validation: Outlet approvals validate route limits before confirmation.
• Approval Workflow Support: Handles both single-level and multi-level supervisor approvals.
• Validation Alerts: Approval is blocked if outlet limits are exceeded, with clear alert messages.

Benefits

• Reduced duplicate outlet creation
• Cleaner and more manageable outlet data
• Better administrative control over route-level outlets
• Improved data quality in SFA and DMS systems

Enhanced Authentication and Forgot Password Flow 

SFA login used to depend mostly on static password authentication. It had limited control over password policies and verification methods. The system did not enforce password complexity, password history, Two-Factor Authentication (2FA), or biometric login options. This reduced security controls and makes it difficult to apply stronger authentication standards throughout the application.

To solve this, we added better authentication and password management features. Now, we have customizable security controls and various login options. These changes improve the forgot password process and provide flexible authentication methods for safer and more dependable access to SFA.

Update Highlights

• Two-Factor Authentication: OTP + Password login with configurable delivery modes and OTP validity controls.
• Password less Login: Users can log in using OTP without a password.
• Password Complexity & History: Enforces strong password rules and prevents reuse of previous passwords.
• Mandatory Password Updates: Requires password reset after a configurable number of days.
• Enhanced Forgot Password Flow: CAPTCHA validation with OTP verification and resend controls.
• Biometric & PIN Login: Optional biometric or PIN-based login enabled through settings.
• Account Lock Protection: User IDs blocked after repeated failed login attempts.

Benefits

• Stronger login security and authentication control
• Reduced risk of unauthorized access
• Compliance with modern security policies
• Flexible and secure login options for users
• Improved access governance across SFA

Update Location – Photo Mandatory and OTP Changes

Previously, the SFA location update flow did not require photo capture or OTP validation. Salesmen could update outlet locations without any visual proof or retailer confirmation. There was also no proper way to fix wrong mobile numbers during the process.

To fix this, we improved the location update workflow by requiring photo capture, allowing configurable OTP validation, and creating a controlled method for correcting mobile numbers. These changes make the process more reliable and help prevent misuse during field updates.

Update Highlights

• Mandatory Outlet Photo (Configurable): A new setting makes outlet photo capture compulsory during location updates. Users cannot proceed without uploading a photo, and the image is saved in the Outlet Master report.
• OTP Verification (Optional): When enabled, an OTP is sent to the retailer’s registered mobile number. Location updates are completed only after successful validation. Existing OTP rules (expiry, resend limits, error messages) apply.
• Mobile Number Edit (Configurable): Allows salesmen to correct the retailer’s mobile number during location updates. After OTP verification, the updated number and geo-coordinates are saved and synced with DMS.

Benefits

• More secure and reliable location updates
• Visual proof captured for every update
• Retailer consent ensured through OTP validation
• Controlled correction of mobile numbers
• Improved data accuracy across SFA and DMS systems

Conclusion

This release improves how your field teams find new opportunities, manage outlet hierarchies, and confirm important updates. Each change is designed to boost data accuracy, increase transparency, and cut down on manual work during daily operations.

With organized outlet onboarding, clearer parent and child mapping, and stronger location validation controls, your teams can work with more confidence and reliability. These updates provide better visibility across SFA and DMS while promoting more consistent and efficient field performance.