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Guide · Owner

Field sales

Field sales is for salesmen who drive round outlets (cafes, shops) and the managers who run them. Prices follow the customer's tier and are set by the server) or closes with Tidak pesan (no order) / Tidak bertemu (not met), (3) in Pesanan saya (my orders) the salesman marks Dikirim / Terkirim (with the receiver's signature), Terima pembayaran (collect payment), Retur barang (return items), Cetak surat jalan (print delivery note) and Bagikan status (a tracking link for the customer), (4) the manager sets routes (Rute), reads Corong (funnel and KPIs), targets, the Log kunjungan (visit log) with photos, Tugas (tasks), Harga per tier (prices per tier) and van stock (Mobil). With no signal, check-in, visit close, photos, orders and proof of delivery are kept on the device and sent later.

Who it is for
Owner, salesperson, sales supervisor
Time to complete
about 45 minutes
In this guide
9 guides

Start the guide

In this guide

  1. 01Getting access to SalesThree conditions · Step 1: switch the Sales module on (owner) · Step 2: create the roles (owner) · Permission map2 min read
  2. 02Today and check-inThe Today screen · The monthly target strip · Check in · Visit tasks and photos3 min read
  3. 03Outlets, leads and the route planOutlets · Leads · The route plan (manager)2 min read
  4. 04Taking an orderOpening the order screen · The cart · Balance and credit limit · Repeat last order4 min read
  5. 05My ordersThe order list · Marking delivery · Proof of delivery · Cancelling an order4 min read
  6. 06Van stockWhat van stock is · As a salesman · As a manager · When an order is sent2 min read
  7. 07The manager sideFunnel and KPIs · Credit approvals and the credit mode · Check-in distance · Photo retention5 min read
  8. 08Working offlineWhat is kept on the device and sent later · The sync chip · What cannot work offline2 min read
  9. 09Troubleshooting and rolesError messages and fixes · Roles and permissions2 min read

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