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Journey · Sales and orders

An ordertaken in thecustomer's shop

The rep checks in at the shop and books the order at the right price.

4 steps

Step by step

  1. Step 1

    Checked in at the shop

    The rep checks in at the customer's shop, and it only counts inside the assigned location. The manager sees it on a live team map.

    Check-in · Field Sales App → GPS & Fleet

  2. Step 2

    The order, at the right price

    Standing in the shop, the rep takes the order at the right price, against live stock, and it reaches Sales as a sales order.

    Sales order · Field Sales App → Sales

  3. Step 3

    The warehouse picks it

    The warehouse picks the rep's order on a scanner. Nobody emails a spreadsheet.

    Pick list · Sales → Stock → Warehouse Scanner

  4. Step 4

    The visit counts as a day worked

    Each visit records what was worked and by whom, and payroll counts the day worked.

    Visit · Field Sales App → HR Self-Service

Live on ERPNext

Run it on the real screens

The demo opens on a demo company in a new tab. You make, in order: Sales Order → Pick List.

See it live (opens in a new tab)

All 43 journeys

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