Know what's on the shelf in every store.
Check your range, score shelf compliance from a photo, take orders and roll out promotions across every account. Every result syncs to your Salesforce org.
See which contracted products are in each store.
Reps record which of an account's contracted products are on the shelf, with quantities if your company tracks them. Your admin sets up the product sets once in Salesforce.
AI that sees the shelf for you.
Take a photo of the bay and FieldKo picks out the products, facings, price tags and promo signage in a few seconds, so reps stop counting by hand and you can compare shelf share from one store to the next.
Smart Camera runs quality checks as the photo is taken, so the image is usable before the rep leaves the aisle.
When a shelf slips, the right manager hears about it.
Vision AI turns store photos into scores, reports and alerts, so a problem on the shelf is fixed on the next visit, not the next quarter.
Turn a gap on the shelf into an order.
Reps build a cart from the account's price book, capture the customer's signature, and submit, even with no connection. Price books and contracts are set up in Salesforce.
Roll out the same work across every store.
Plan visits with the same tasks across many accounts and reps at once. Keep reusable account lists for regular rollouts, and track every visit's status from Salesforce.
From the store floor to the distribution center, without re-keying.
In consumer goods, a lot of orders are turn-in orders. A brand's field rep visits a retail store, agrees an order with the store manager, and "turns it in" to the wholesaler's distribution center (DC), which fulfills it.
That handoff is usually where things go wrong:
Reps write orders down, then email, phone or upload them later. Each step is another chance for errors and delays.
No re-keying, and every order is checked against the wholesaler's rules before sending.
Wholesaler systems often accept an order and drop it later if the store number or a product code is wrong, with no alert. Nobody finds out until the store says its stock never arrived.
Orders aren't silently dropped downstream. Failed orders are retried automatically, and partly received orders aren't resent.
Stores and reps can't easily show what was ordered, when it was sent, or which reference to quote when they chase it.
Stores and reps get a signed confirmation with a transmission reference to quote.
Managers can't tell which orders went through, which failed, or why.
Order status, logs and failure alerts let head office manage the exceptions without chasing reps.
How it works
FieldKo connects the rep's order directly to the wholesaler's ordering system. The rep takes the order in the FieldKo mobile app, and FieldKo checks it, sends it, confirms it was received and follows up, automatically.
- 1Take the order in store.The rep builds the order in the FieldKo app from the store's own price list, with case quantities, deals and discounts. The store can sign on the device. It works offline and syncs when the device is back online.
- 2Only complete orders are sent.FieldKo holds each order until every line item has synced, so a half-finished order is never sent to the wholesaler.
- 3Checks before sending.FieldKo checks every order before it leaves: a valid store number, a valid region, a recognized product code on every line, and sensible quantities. Problems are flagged while they can still be fixed, not after the store waits for stock that never comes.
- 4Automatic sending.Checked orders go to the wholesaler automatically, every 15 minutes by default. The rep doesn't need to do anything else.
- 5Confirmation of receipt.FieldKo checks the wholesaler's response against what was sent, line by line and case by case, and records the transmission reference. If an order was only partly received, FieldKo stops it being resent so the store doesn't get duplicate stock, and flags it for review.
- 6Automatic order confirmation.Once an order is sent, FieldKo creates a branded confirmation PDF with the line items, totals, the wholesaler's transmission reference and the store's signature. It emails the PDF to the store contact and copies the rep and anyone else you choose.
- 7Exceptions are handled for you.Failed orders are retried automatically. Your team gets one summary email listing what needs attention, and every attempt is logged in full. An admin can resend an order with one click.
Plan the whole team's month from Salesforce.
Managers plan, roll out and track field work in Salesforce. Reps see the plan in the FieldKo Atlas app after their next sync.
Read the manager guide →