Knowledge base
Straight answers on setting up and running Targets: the modules, pricing, the app, accounts, people and data, written for the people who have to make it work.
What Targets is, and what it replaces
Targets is one system for companies that sell through distributors: production, company sales, distributor operations, field teams, accounts, HR and hiring share one set of records.
3 min readGetting startedThe eight modules, and what each one does
Every Targets login includes all eight modules. This article says what each covers so you can decide where to start.
5 min readPricing & billingPlans, prices and payment terms
Targets is priced per login per month with every module included: Flex at $15 with no commitment from 5 logins, and one-year plans from $12 to $8 depending on how many logins you have.
4 min readPricing & billingWhat counts as a login, and how billing works
A login is a user who has signed in at least once. Created users who never sign in are free; deactivated users stop being billed from the next month.
3 min readGetting startedGetting started: your first day in Targets
Sign in, set up the company, add the first users and load your master data. Small teams can do this in a day; larger rollouts start with one distributor.
3 min readSales & distributionSetting up geography and hierarchy
Regions, areas, territories and towns, and the managers and reps who own them. Access and reporting both follow this structure.
3 min readSales & distributionAdding products, price lists and discount levels
Products carry category, brand and pack size. Prices live in lists per company, distributor and group. Four discount levels apply automatically, then a manual discount on top.
3 min readSales & distributionOnboarding a distributor
Create the distributor, set opening stock, add their users and decide what they can see. Most distributors are live within a week of the company being set up.
3 min readSales & distributionBuilding a journey plan and approving changes
Permanent journey plans define each rep's route by day. Reps request changes; managers approve them. The plan feeds visits, coverage reports and the rep's daily map.
3 min readSales & distributionBooking an order offline, and what the outbox shows
The Targets app stores the whole working day on the phone. Orders, check-ins, photos and payments wait in a visible outbox and upload when the signal returns.
3 min readSales & distributionDelivering, collecting and closing the day
Delivery staff settle each order in cash, credit or cheque on one screen. At the end of the day the accounts summary, van stock and review close the day.
3 min readSales & distributionReturns, damages and expiries: who books, who confirms
The rep books a return, damage or expiry at the outlet. A manager confirms it before it counts against stock and sales.
3 min readSales & distributionRecording e-commerce and direct-party sales
Direct parties are buyers the company serves without a distributor, such as modern trade. Online sales are recorded under a dedicated e-commerce channel with each marketplace as a customer.
3 min readSales & distributionPosting sales to accounts, and reading the ledger
Delivered sales, returns, discounts and receipts become vouchers automatically. The ledger shows every account down to the voucher behind each line.
3 min readPeople & recruitmentSmart attendance: office network, field geofence and photo
Attendance is checked by the company network in the office and by location and photo in the field. It is included for every login.
3 min readPeople & recruitmentRunning payroll and issuing payslips
Salary structures, tax slabs and payroll cycles produce a payslip for every employee. Attendance, unpaid leave and overtime flow in from the same system.
3 min readPeople & recruitmentCreating a job, sharing its link and screening CVs
Type a title and Targets drafts the job and the interview. Every CV is scored against the job on a published rubric. Video interviews are recorded and graded.
4 min readData, security & AIAI credits: what uses them and how to top up
AI credits pay for AI answers across Targets. The analyser on every report needs none. A pack of 500 credits costs $50.
3 min readSales & distributionPosting invoices to FBR digital invoicing (Pakistan)
Companies in Pakistan can post invoices to FBR digital invoicing from Targets. Posted invoices carry their FBR reference and cannot be edited afterwards.
3 min readData, security & AIHow your data is kept, and what leaves your account
Every company has its own database. Logins are bound to devices, access is set screen by screen, records are never deleted, and AI conversation is off until you opt in.
4 min readGetting startedGoing live: what happens after you sign up
Small teams start the same day. Larger rollouts begin with one distributor and are live in about 45 days, with guided onboarding and no setup fee.
3 min readGetting startedHow to reach a person
Book a demo from any page, message us on WhatsApp, or ask the assistant to hand you over. A person replies during Pakistan business hours.
2 min readData, security & AIConnecting Targets to your ERP, BI tool and other systems
Reports export to Excel and CSV, your BI tool connects to the Targets data warehouse, and ERP integrations such as SAP are scoped as Enterprise projects.
2 min read