Turn-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.
Tom · Field rep · Corner Fresh Randwick
Tom takes a 13-case order at Corner Fresh Randwick at 10:02: four of sparkling water, six of cola and three of orange juice, $299.70 in total. The store buys through its wholesaler, so he sends it as a turn-in order. The store manager, J. Nguyen, signs on the phone. When Tom syncs at 10:09, the order is checked and sent to the wholesaler with reference TX-48213907, and a PDF confirmation goes to the store contact with Tom copied.
- Built once, in storeThe order uses the account's price book and is signed by the store, so nobody types it again.
- Sent to the wholesaler for the storeA turn-in order goes to the store's chosen wholesaler with a transmission reference you can trace.
- A receipt the store keepsThe store contact gets a signed PDF confirmation by email, and the rep is copied.
Tom syncs at 10:09. Sales ops can see the order and its reference straight away.
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