Order & Delivery

What is this workflow ?

This worflow is relevant to track the sales process which involves a pre sales / an order, followed by a delivery. The delivery can happen on a next day and be handled by another user that the one who registered the pre sales, typically a delivery officer in a vehicle carrying the stock. With this workflow, you will benefit from the following features:

• Synchronised customer database between web and mobile

• Multi criteria search of customers

• Geo visualisation of customers and deliveries to do

• Real time GPS tracking

• Definition and monitoring of the journey plan

• Google Maps Navigation

• Quantity and value of product sold / returned

• Means of payment / payment details

• Expected / Effective delivery date

• Picture taking

• Electronic signature

The sales can also assign the delivery activity to a particular driver

Who is this workflow for?

• For order taking: sales representatives, front desk officers

• For deliveries: delivery officers, truck drivers

What KPIs will you get ?

Field Force Monitoring

• User On Boarding (Log in, active on the app)

• Field Activity (activity levels per day per user)

• Time worked (start, end time, visit and transport time, visits per hour)

• GPS tracking (movements during the day, timeline with customer visited)

• New customer created (per user, per day, per type, etc)

• Visits (number of visits, time spent, % of customer portfolio visited)

Workflow specific

• Calls (Visits) / strike rate

• Sales volume and value, per product, sales rep, customer

• Customers in debt, credit amount

• Deliveries monitoring (status, payment, etc)

FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.