Define what the representative needs in the field
List the customer information, product catalogue, prices and transaction types required during a visit. Agree which information should be available offline and which activities depend on an online business-system response.
Separate capture from business confirmation
An order recorded on a mobile device and an order accepted by the ERP are distinct events. The workflow should make the transaction status clear to the user and define how rejected or incomplete records are followed up.
Plan updates in both directions
Consider how new customers, changed prices, product updates, orders, returns and collections move between systems. Decide when changes become available, which system owns the data and what happens if a transfer needs to be retried.
Test the end of the working day
A pilot should cover a complete working cycle: preparing the route, visiting customers, capturing activity, reconnecting and reviewing the results in the office. Include interrupted connectivity and business-rule exceptions in the test.
How QUAYO helps
Sales Vision supports presales, cash van sales, collections, delivery, merchandising and supervisor workflows. QUAYO configures mobile and back-office processes with the integration rules required by your ERP environment.