A field-sales companion for reps visiting customers. Look up the catalogue and contract prices, check stock, and capture orders on the move — orders come back into Order Processing to be picked and invoiced like any other. It is a companion for order capture and account look-up, not the full system.
The problem
When the order waits for the rep to get back.
If a rep can only place an order once they are back at a desk, the day between visit and order is time nobody gets back.
Orders written on paper
A rep takes an order on a pad at the customer, then re-keys it that evening or the next morning, so the order is a day late and copied twice.
Guessing at price and stock
Standing in front of the customer, the rep does not know the contract price or whether an item is in stock, so they promise and hope.
No account context on the visit
The rep cannot see what the customer usually orders or how the account stands, so the visit runs on memory rather than the record.
New accounts wait for the rep’s return
A rep wins a new customer on a visit but cannot set the account up or take a first order until they are back at a desk, so the momentum from the meeting is lost by then.
Overview
The catalogue and the account, in the rep’s hand.
A companion that carries the look-up and the order back to Order Processing.
The catalogue on a mobile device
Browse the catalogue on a mobile device. The same products the office works with.
Catalogueon a mobile device
Sameproducts as the office
Contract prices and a stock check on the visit
The customer’s contract prices on the device. A stock check while still with the customer.
Contractprices to hand
Stockchecked on the visit
Orders captured on the move
Capture the order while with the customer. No re-keying it back at the desk.
On the moveorder capture
Nore-keying later
Orders that come back into Order Processing
Orders come back into Order Processing. Picked and invoiced like any other order.
IntoOrder Processing
Pickedlike any other order
Explore more
More integrations.
Other ways DataFlow reaches your customers and the devices your reps carry.
It is a companion for reps in the field to look up the catalogue and contract prices, check stock, and capture orders on the move. It covers order capture and account look-up, not the full system.
What happens to an order captured on a visit?
It comes back into Order Processing and is picked and invoiced like any other order, so there is nothing to re-key back at the desk.
Can the rep see contract prices and stock?
Yes. The rep can see the customer’s contract prices and check stock on the device while they are still with the customer.
What device does it run on?
It runs on a mobile device, so a rep can carry the catalogue, prices and order capture with them on a visit.
