Field sales
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

How to place an order during a sales rep visit

To place an order, on the [Visit actions] detail of the mobile app, perform the “Order placement“ action (Fig. 1).

Fig. 1  Placing the order

scr_field_force_order_products.png 

When the action is completed, a new order will be automatically added. It will be connected to the current visit and the account that are specified in the visit.

See also

How to perform a sales rep visit action

How to edit the list of products in the order

How to monitor SKU

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