Manage In-Store Activities

You can manage your in-store activities and supporting activities for a store visit.

In-Store Activities

As a sales representative, you can prepare for the day using the appointments and accounts pages. Your mobile application facilitates viewing of appointments visits with a guided tasks list without checking in to an appointment. You can do the following in-store activities:

Inventory Audit: Perform inventory audits to update shelf stock, placement, and so on.
Account and Promotion Compliance Audit Surveys: Capture entries for accounts and promotions using surveys.
Promotion Presentation: Present promotions at the retail stores and add the promotions to the shopping cart to enhance sales.
Order Delivery: You can deliver shipments for orders and collect payments, print receipts, and so on.

Supplementary Activities

Use the Main menu to get a quick view of the features that you can use in your application without having to check in to a route or an appointment. You can perform synchronization, edit the settings, view and reload your inventory, and so on. Some of the key supporting activities that you can perform for an appointment during your store visit are:

Shopping Cart: Order products, view order history, order details, and capture signature for orders.
Notes: Capture notes using speech for follow-up details of the store.
Photos: Take pictures on the move to support in-store tasks and promotion activities besides using automated store binders and attachments.
Product Assortments: Use product assortments and planograms to leverage your sales.
Merchandising Materials: Share merchandising materials and planograms with the retail stores.
Store Binders: Use store binders to view marketing content.

As a sales person, you can now use the multiple Units of Measure (UOMs) which working on the Order Entry or Inventory . You can now select the the units for products, specify multiple units for same product, and convert the units for product which can help with pricing calculations.