Feature
Turn-in orders examples
Orders taken in store and sent to the wholesaler, checked and followed up. These stories show a turn-in order from the phone to its transmission reference.
About Turn-in orders in FieldKo →3 examples
In Salesforce
Orders this week, by wholesaler
Sales ops sees every turn-in order sent this week, by wholesaler and status, with references to chase the two that were rejected.Turn-in ordersReporting & Power BINadia · Sales operations manager · Head officeOn 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 RandwickOn 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 5Orders 6Transfer 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.
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