by Ursula Brady | Jul 24, 2024 | Business Process
Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location. Review Existing Credit Notes: Check previous credit notes, the amount, and status. Create New Credit Note: Create a new credit note with...
by Ursula Brady | Jul 24, 2024 | Business Process
Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location. Start New Order: Pricing & Promotional Merchandise available automatically calculated. Add Promotional Merchandise: Add the chosen...
by Ursula Brady | Jul 24, 2024 | Business Process
Business Process Overview Begin Start of Day Guide: User details captured automatically Input Details: Capture warehouse location, vehicle registration, and vehicle details. Payment Details: Record start-of-day balances and card reader details for any payment...
by Ursula Brady | Jul 20, 2024 | Business Process
Business Process Overview Create visit on site: Schedule start time & check in (geolocation and start time tracked). Capture Order: Capture new order, with specific pricing and promotions available. Review tasks: Complete auto-scheduled tasks or create ad hoc....
by Ursula Brady | Jul 20, 2024 | Business Process
Business Process Overview Account Creation: Create new account, capturing compulsory details such as name, address and contact details. Capture Geolocation: Trigger the capture of geo coordinates to increase future visit accuracy Assign initial attributes: Define...
