Field Sales App
Taking an order in the field
Browse live stock, add items to an order, and submit to the ERP from your phone.
4 min read
Field reps can check real-time stock levels and create sales orders on the spot. Orders submitted from the app appear immediately in the ERP's sales order queue.
- 1Open the customer record and tap New Order.
- 2Browse products by category or search by name. Quantities and prices reflect live ERP data.
- 3Add items and adjust quantities. The app shows available stock for each item.
- 4Review the order total and tap Submit. The order appears in Sales → Sales Orders in the ERP.
If you lose connectivity mid-order, the app saves a draft locally. Submit it when you are back online.