Field sales
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Placing orders during field visits

To place an order, on the [Visit actions] detail of the mobile app, perform the “Order placement“ action (Fig. 12).

Fig. 12  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 specified in the visit.

See also

Fulfilling visit agenda

Adding products to order during field visits

SKU Monitoring

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