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Set up your team on mobile

Growmax ARC has two mobile apps: the Buyer Mobile App for your customers, and the Field Sales Mobile App for your sales representatives. Setting your team up means getting your reps on the road with journey plans and making the buyer app feel like your business.

Before you start​

  • Create your staff users and set their roles in Settings > Users & Teams — the role & permission editor gives you granular permissions. See Manage users, teams, and permissions.
  • Set your logo and brand identity in Settings > App branding so both buyer-facing apps carry your branding.

Plan your reps' field visits​

Route planning is done in the Admin Console:

  1. Go to Sales > Route Planning.
  2. Create a journey plan for your field representatives.
  3. Assign representatives to the plan.
  4. View the planned visits for each rep — reps see their daily visit plan in the Field Sales App, with GPS check-in and check-out at each customer location.

Get the right people on the right app​

  1. Your sales representatives use the Field Sales Mobile App — offline order capture, journey plans, Customer 360, their quotes, orders and invoices, and their commission summary. See The Field Sales App.
  2. Your customers use the Buyer Mobile App — OTP login, delivery-address setup, your branded home feed, ordering with COD or online payment, and live order tracking. See The Buyer Mobile App.
  3. Approve new buyer registrations — including ones that come through the app — from the Pending Approvals tab in the customer list.

Manage the buyer app's home feed​

What buyers see when they open the app is up to you:

  1. Go to Storefront > Themes in the Admin Console.
  2. Add, reorder, and edit home-page sections — slideshows, banners, category tiles, brand strips, quick links, and promo tiles.
  3. Click Publish. Your changes appear in the buyer app and on your web portal with no development work needed.

See Manage buyer home content for the full walkthrough.

Tips​

  • Customer addresses can include GPS coordinates, which supports field visits and deliveries — keep them up to date on the customer record.
  • Use bulk reassignment in the customer list when a rep's territory changes, so their app shows the right customers straight away.
  • Commission visibility is per rep: each rep sees only their own commission summary and ledger in the field app, while managers review the full ledger by order or by person in the Admin Console.