Orders & turn-in orders

Take the order in store. Get it to the wholesaler without re-keying.

Reps build orders from each store's price list, with case quantities, deals and a signature, even offline. Turn-in orders go straight to the wholesaler, checked, confirmed and followed up automatically.

Book a DemoSee How It Works
The problem

Orders taken on paper get lost on the way to the warehouse.

Orders written down by hand.Reps note orders on paper or in a spreadsheet, then type them up later.
The wrong price or pack size.Without the store's own price list on the device, deals and case quantities get missed.
No record of what was agreed.When an order is disputed, there's no signature or confirmation to point to.
What it does

Every part of the order, from cart to confirmation.

Place an orderBuild a cart from the account's price book, capture the customer's signature and submit, even offline.
Store price lists and dealsCase quantities, deals and discounts from the store's own price list.
Line discountsDiscounts are saved as a percentage, with the amount saved separately.
Edit ordersChange an order in Place Order, and filter products by category.
Customer signatureThe store signs on the device, and the signature is saved with the order.
Orders tabOrders with signatures on the FieldKo Orders tab in Salesforce.
Order PDFsScheduled order PDFs emailed to customers, and a confirmation PDF for every turn-in order.
Turn-in ordersChecked orders go to the wholesaler automatically, every 15 minutes by default.
Order reportsTrack orders in standard Salesforce reports by rep, store or region, or against visit activity.
What you'll see

The order on the phone. The status in Salesforce.

In the FieldKo Atlas app
9:41
Order Summary
Metro Grocer Bondi Jct · Store price list
Sparkling Water12×1L · $86.40−4+
Cola−10%24×375ml · $151.20−6+
Orange Juice6×2L · $62.10−3+
Total · 13 cases$299.70
Customer Signature
J. Nguyen · 10:02 AM
Submit Order · 13 Cases

Reps build the order from the store's price list, adjust case quantities, and capture the store's signature before submitting.

In Salesforce
FieldKo OrdersTurn-in orders · Today
Metro NSW
Metro Grocer Bondi Jct13 cases · $299.70Received
FreshCo Randwick8 cases · $184.20Sent
City Mart Kingsford21 cases · $462.90Retrying
Value Foods Maroubra5 cases · $96.50Needs attention
1 order needs attention: product code not recognized on line 2. It was flagged before sending.

Head office sees which turn-in orders were received, sent or retried, and which need attention.

Turn-in orders

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:

The handoff today
With FieldKo
TodayOrders are re-keyed.

Reps write orders down, then email, phone or upload them later. Each step is another chance for errors and delays.

With FieldKoThe order goes straight from the app to the wholesaler.

No re-keying, and every order is checked against the wholesaler's rules before sending.

TodayBad orders go missing without anyone knowing.

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.

With FieldKoProblems are caught before sending.

Orders aren't silently dropped downstream. Failed orders are retried automatically, and partly received orders aren't resent.

TodayThere's no proof the order was sent.

Stores and reps can't easily show what was ordered, when it was sent, or which reference to quote when they chase it.

With FieldKoA signed confirmation for every order.

Stores and reps get a signed confirmation with a transmission reference to quote.

TodayHead office can't see what's happening.

Managers can't tell which orders went through, which failed, or why.

With FieldKoFull visibility for head office.

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.

  1. 1
    Take 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.
  2. 2
    Only 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.
  3. 3
    Checks 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.
  4. 4
    Automatic sending.Checked orders go to the wholesaler automatically, every 15 minutes by default. The rep doesn't need to do anything else.
  5. 5
    Confirmation 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.
  6. 6
    Automatic 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.
  7. 7
    Exceptions 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.
Read the turn-in orders guide →
Order ConfirmationMetro Grocer Bondi JctStore 4127 · Today • 10:02 AM
PDF
Transmission referenceTX-48213907Received
Sparkling Water 12×1L4$86.40
Cola 24×375ml6$151.20
Orange Juice 6×2L3$62.10
Total · 13 cases$299.70
Store signature · J. NguyenEmailed to store contact
cc rep
Questions

Common questions

Do orders work offline?

Yes. Reps can build and submit orders with no signal. A turn-in order is held until every line item has synced, so a half-finished order is never sent.

Where do prices come from?

From the products, price books and contracts set up in Salesforce, so reps order from each store's own price list.

Which wholesalers can FieldKo send turn-in orders to?

Turn-in orders connect to the wholesaler's ordering system. Tell us which wholesalers you work with and we'll confirm the connection during setup.

What happens if an order fails?

Failed orders are retried automatically, and your team gets one summary email listing what needs attention. Partly received orders aren't resent, and an admin can resend an order with one click.

Can we report on orders in Salesforce?

Yes. Orders are Salesforce records, so you can report on them by rep, store or region, or against visit activity.

Best practices

Related best practices.

Strategy & LeadershipFrom a store visit to a reliable order and replenishment hand-offMake in-store order capture accurate, authorized and traceable rather than relying on re-keying.2 min readRetail Execution ExcellenceOn-shelf availability: from finding gaps to fixing causesUnderstand out-of-stocks, diagnose why a shopper cannot find a product and design a corrective-action workflow.4 min readRetail Execution ExcellenceWhat a great store visit looks likeA practical field visit playbook that moves from preparation to observation, action, proof and follow-through.4 min read
Browse all best practices →

See an order go from the store to the wholesaler.

We'll walk you through an order taken in the app, checked, sent and confirmed, with the PDF the store receives.

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