Field Sales Panel
Equip your field team with the power of a single panel
Field reps handle their own accounts and enter orders in their place; permissions open and close comfortably, module by module.
Field Permissions
Assigned accounts and module-by-module permissions
Each rep sees only the accounts handed to them and carries out transactions in their place.
- The rep sees the accounts handed to them
- Can carry out orders and transactions in the account's place
- Module permission toggles: orders, payments
- Call record and cheque/note permissions
Lists & Reports
Sieved account lists and reports
Find your field priorities quickly and take them out.
Smart filters
Sieve accounts with a balance, a full cart or overdue debt in a single tap.
Province-based view
Ease your field plan by clustering the account list by province.
Excel export
Take the account list into Excel with a single tap.
Per-account due report
See the due breakdown for each account right away while in the field.
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