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.
Josh · Field rep · Riverside Fuel & Go
Josh finishes his shelf check at Riverside Fuel & Go at 10:12. The cooler is low on sparkling water and cold brew. He opens a new order, and the cart shows only products in this account's price book, at this account's prices. He adds 6 cases of sparkling water and 12 of cold brew, 18 units in all. The store manager, J. Chen, signs on the phone at 10:22. The order is saved on the device and submits at the next sync.
- The store's own price bookThe cart only offers what this account can order, at its agreed price, so there's nothing to correct later.
- Signed in storeThe manager signs on the screen. The signature and the time are saved with the order.
- Placed without a signalThe order waits on the phone and submits with the rest of the visit when Josh syncs.
Josh syncs at 10:40. The order is on the account before the store has restocked the cooler.
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this example