Field sales reps
Visits, orders, and collections for field reps on mobile — linked to your dashboard and reports.
E-Fatorah field sales replaces Excel-based field tracking with a mobile app and management dashboard: visit schedules, outcomes, orders, and per-rep performance.
What happens in this feature?
- Field visit logs with time, GPS location, and visit outcome.
- Weekly or monthly visit schedules with recurring merchant visits.
- Merchant/customer records for the field team.
- Log a visit from the rep app with notes and photos when needed.
- Rep orders and “my visits today” on mobile.
- Orders joined with other channels in a unified orders view.
Why E-Fatorah for field teams?
Management sees visits, collections, and sales live instead of waiting for a weekly sheet from each rep. Orders enter the same system that already holds stock and invoices.
Practical recommendations
- Build a clear visit schedule per territory before sending the team out.
- Require an outcome on every visit (sale, follow-up, no interest) for fair performance review.
- Use in-app rep orders instead of paper so stock deducts correctly.
- Review rep performance reports weekly with coverage maps.
Operational guides: Visits, Visit schedule, Merchants, and My visits today.