Products · Field operations
A sales rep app for SAP Business One, where the customer is standing.
A rep on a route has the account, the pricing and the stock figure in hand, takes the order in front of the customer, and it becomes a SAP Business One® sales document. No paper, no evening data entry, no call to the office to check a price.
- Carries
- Customer accounts, contract pricing and stock, on the device
- Works
- With no signal, and syncs when the van comes back into range
- Posts
- Orders as SAP Business One sales documents, once, however many retries it takes
Sales Rep App: Price and stock
Sunrise Market · Wholesale B
12/cs · 412 cs
24/cs · 1,240 cs
12/cs · 38 cs left
6/cs · 208 cs
Their price, from SAP Business One
One stop, start to finish
What a rep actually does between arriving and leaving
Five steps, one app, no gap where something gets written on paper. Step through it.
Sales Rep App: Open the route
Tuesday · Route 4
9 stops
Stop 3 of 9 · Net 30
Stop 4 of 9 · Net 15
Stop 5 of 9 · COD
Stop 6 of 9 · Net 30
Today · Route 4
Offline
Coverage is not something a rep can plan around
So the app does not require it. Here is a normal day, with the connection shown underneath.
- 07:40
Sync before leaving
Customers, pricing, stock and the day's route come down to the device.
Connected
- 09:15
First stops
Orders submit as they are taken. Each one appears in SAP Business One within seconds.
Connected
- 11:20
Signal drops
Industrial park, no coverage. The app keeps working from what it holds.
No signal
- 13:05
Three more orders
Written, confirmed with the customer, and queued locally. Nothing is lost.
No signal
- 14:30
Back in coverage
The queue sends in order. The rep sees each one confirm.
Connected
- 17:00
Day closed
Every order is a SAP Business One document. There is no evening data entry.
Connected
On the device
What the rep is carrying
All of it comes from SAP Business One and syncs back to it. None of it is a separate list somebody maintains.
The account
Terms, balance, credit position, ship-to addresses and what this customer bought last time, as SAP Business One holds it.
Their pricing
Price list, volume breaks and special prices for this account. The rep quotes the number that will appear on the invoice.
Live stock
Availability by warehouse, so nothing is promised that shipped this morning.
Scan or search
Add lines by scanning a barcode off the shelf or searching the catalog. Faster than reading a code aloud.
Quotes and orders
A quote where the customer needs to think about it, an order where they do not. Both become SAP Business One documents.
Routes and visits
The day's stops in sequence, with visit outcomes recorded against the account rather than in a notebook.
What changes
The evening shift that disappears
Before
- 01Rep writes the order on a pad, or texts it in.
- 02Calls the office to check a price or whether something is in stock.
- 03Orders arrive at the office in the evening, or the next morning.
- 04Somebody types them in, guessing at anything unclear.
- 05Errors surface when the customer receives the wrong thing.
After
- 01Rep opens the customer and sees terms, balance and last order.
- 02Prices and stock are already there, resolved for this account.
- 03The order is built and confirmed with the customer present.
- 04It posts to SAP Business One on submit, or queues and sends when there is signal.
- 05The office sees the order without touching it.
The wider architecture
What the field team connects to
Reps cover the customers who need a visit. These cover the rest of the operation.
- CoreSAP Business OneThe system of record everything else reads from and writes to.Overview
- Layer 01B2B eCommerceCustomers who order themselvesA portal with their pricing, live stock and account history. Orders arrive as SAP Business One sales documents.See it
- Layer 02Inventory CountingMaking the stock figure trueBarcode counts and cycle counts, with variances reviewed before anything posts to the ledger.See it
- Layer 03Price Label PrintingThe shelf edgeLabels generated from the same item and price data, so what is on the shelf matches the invoice.See it
- Layer 04Integrations & APIsEverything else you runCarriers, payment providers, storefronts and legacy systems, connected through a layer you can see into.See it
Questions
About the app
Next step
Put it in a rep's hand for a day.
The honest test is one route with one rep. Bring your worst signal area and your most awkward pricing.