Documentation

bpm'online sales enterprise
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Field sales

Bpm’online field sales functionality is designed to efficiently schedule the sales reps' visits to sales outlets, build routes on the map, define the visit rules and store the actions during the visits.

By using the mobile app during the visits, the sales rep can conduct presentations, place orders in the system, form lists of products in the orders and record SKU monitoring information.

To access the field sales functionality, install the corresponding package in bpm’online. For this, install the “field sales” extension in the [Installed applications] section of the system designer.  Mode information about installation of the marketplace applications can be found in the separate article.

Attention!

To access the field sales functionality, all sales reps must be licensed separately.

Contents

How to set up rules and actions of a visit

Visit scheduling

Cyclic tasks

Sales rep's actions during a visit

How to control the check-in

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