Feature
Orders examples
Orders taken from each account's price list, signed on the phone, even offline. These stories show an order from shelf to Salesforce.
About Orders in FieldKo →6 examples
On the phoneWorks Offline
Order from the shelf, signed on the spot
The rep builds an 18-unit order from the store's price book and the manager signs on the phone, with no signal in the store.OrdersOffline syncJosh · Field rep · Riverside Fuel & GoOn the phoneWorks OfflineTurn-in order reaches the wholesaler
An order taken in store is checked, sent to the wholesaler with a transmission reference, and the store gets a signed PDF in minutes.Turn-in ordersOrdersTom · Field rep · Corner Fresh RandwickIn SalesforceCall compliance and strike rate, by rep
A field sales manager sees each rep's share of planned visits completed and share of visits that produced an order, on one dashboard.Reporting & Power BIOrdersClaire · Field sales manager · Sydney Metro teamIn SalesforceLarge order, approved before it ships
Any order over $5,000 is sent for approval when it syncs, and the key account manager approves it in Salesforce.OrdersApprovalsAutomationRob · National account manager · Head officeIn SalesforceAn outbound call, run like a visit
An inside sales rep works through 28 planned calls to small accounts, with the same questions on every call and orders taken on the phone.Store visits & call cyclesSurveysOrdersEllie · Inside sales rep · Customer service teamOn the phoneWorks OfflineOrder taken in store, sent to the cash and carry
A rep takes an order in a UK independent and sends it to the store's wholesaler, so the retailer doesn't have to re-order it.Turn-in ordersOrdersJames · Field rep · Patel's Food & Wine, BradfordOther features
Store visits & call cycles 29Route planning 4Recurring visits 2Tasks & field campaigns 2Surveys 20Core ranging 8Barcode scanning 4Vision AI 2Shelf Health Scorecards 5Pack-outs 5Turn-in orders 3Transfer visits 4Leave requests 1Offline sync 37Reporting & Power BI 22Experience Cloud portal 1Salesforce setup 9Incidents 1Visit reminders 1Dashboards 1Smart Camera 1Notifications 1Automation 3Approvals 1Chatter 1All examples →
Store names, people and figures in these examples are illustrative.
See what a store visit looks like in FieldKo.
Tell us how your team runs store visits today and we'll walk you through the same visit in the app and in Salesforce.