The app lets you perform inventory checks and custom tasks. Tap a visit from the store cockpit to open the navigation pane for the visit.
- Conduct a Store Check
Use questions in Store Check to gather meaningful information about the store or Point of Sale (POS). - Execute an Inventory Check Task
Inventory task lets you record the for KPI values of a product or a product category. - Execute a Custom Task
You can enter KPI values for custom tasks. KPIs are listed in sections based on the product that the KPI is related to. KPIs that aren't related to a product are listed at the top. - Order Management
Use the Orders module to place orders based on various order types during store visits. The inventory reflects as stock and is updated when a device is synced. - Tasks
Tasks are activities that must be completed before a due date. Sales reps can create tasks by using templates. They can see all existing tasks on the Task Overview card of the main menu. Sales reps can specify a due date for the task and associate a user with the task. They can use multiple options to filter search results and copy a customer task. - Customer Tasks
Sales reps can either review the customer tasks that their supervisor created or create customer tasks during visits. They can see all existing customer tasks in the Customer Task Overview module. For the customer tasks that they create, they can specify a due date for the task and associate a customer to the task. Sales reps can use multiple options to filter their customer task search results and copy customer tasks. - Answer Surveys While Executing Visits
Answer the surveys shown in a visit while executing the visit. You can answer the survey only in the data type that's defined in the job definition template. You can add new products to the survey list. Additionally, you can use the filter option to quickly search a product for which you need to record a survey answer.