Start the Sales Day
Use My Day start/end logs for attendance and field activity, with operational information available to management.
Find and Visit Customers
Search customers, use QR lookup, view customer information, outstanding balances, credit limits and transaction history.
Take Orders
Capture customer orders directly at the outlet with pricing, discounts, offers and product information available to the salesperson.
Invoice in the Field
Create invoices, process returns, take payments and print customer invoices through a compatible Bluetooth pocket printer.
Collect Outstanding
Receive full or partial payments, settle several invoices, check previous payments and print collection receipts.
Check Stock
View product availability, salesman stock and inventory information before confirming a customer order.
Manage Deliveries
See delivery locations on a map, obtain directions and update order information during delivery.
Request & Adjust Stock
Request stock, manage unloading, stock-in, stock-out, adjustments and stock-take activities.
Review the Day
Use day-end reports for sales, returns, collections, expenses, item sales and stock variance visibility.
Built for the field, connected to head office.
The value of a mobile SFA app comes from immediate business visibility. Orders, invoices, collections, customer data and stock activity can become part of the same connected workflow used by office teams and management.
- Reduce manual order entry
- Reduce delayed sales reporting
- Give salespeople the information they need at customer visits
- Improve visibility of collections and customer outstanding
- Connect field activity to inventory and accounting