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The Field Sales App

The Field Sales Mobile App is built for your sales representatives working on the road — including in areas with poor connectivity. Reps can capture orders offline, follow their daily visit plan with GPS check-ins, and carry full customer context in their pocket.

Before you start​

  • Set up your representatives as users in the Admin Console, and plan their visits with journey plans. See Set up your team on mobile.
  • Assign customers to the right representatives so each rep sees their own book of business — you can reassign customers in bulk from the customer list.

What your reps can do in the app​

  1. Follow the daily journey plan — the rep's planned visits for the day, with GPS check-in and check-out at each customer location.
  2. Capture orders offline — reps take orders at the customer site even with no connectivity; the app syncs automatically when connectivity returns.
  3. Work from Customer 360 — full customer context on the go: history, position, and details.
  4. View orders — the rep's own orders, wherever they are. Standalone quote and invoice lists are hidden in the app for now; invoice balances still appear in each customer's ledger in Customer 360.
  5. Track commissions — each rep sees their personal commission summary and full commission ledger.
  6. Show the product catalog — the complete catalog for presenting to customers and building orders.
  7. Stay up to date — in-app notifications keep reps informed.

How offline order capture works​

  1. The rep builds and captures the order at the customer site — no connection required.
  2. The order stays on the device until connectivity returns.
  3. The app syncs automatically, and the order flows into the Admin Console as part of your normal sales process.

Tips​

  • Offline capture means a poor signal never costs you an order — reps can keep selling in low-connectivity areas and let the sync catch up.
  • GPS check-in and check-out give you a verifiable record that planned visits actually happened at the customer location.
  • Because reps can see their own commission summary and ledger, they always know where they stand — without asking your back office.