Daily work

Home, Plan, and Customers after you are on duty

After branch check-in, use Home, Plan, and Customers to work the day.

Home

Home has two tabs: Plan and Timeline.

Plan tab

• Greeting and your position (Sales, Driver, or Crew)
• Banner if you have not checked in at the branch
• Today's destinations — Open starts a customer visit
• Active visit card with checkout
• Today Task — invoices (sales) or packing-slip codes (driver/crew)

Timeline tab

Today's field events grouped by customer (check-in/out, sales documents, new customers). Pull down to refresh.

Logout is on the avatar menu.

Coming soon on Home

• Work performance totals (customer / invoice / payment / packing counts are not shown on the screen)
• Messages and Notifications icons do nothing yet

Plan

The Plan tab lists today's destinations. Open a stop to go to the customer visit screen.

If a plan exists, use Add customer to plan:

1. Search customers who are not already on the plan.
2. For sales plans, you can pick outstanding invoices to attach.
3. Confirm Add to plan.

You cannot create a new daily plan on the phone — only extend an existing one.

Coming soon on Plan

• Picking packing slips when adding a customer to a logistics plan

Customers

Search and sort the list by Name, Code, or Distance. Tap a row for the profile.

Create (FAB) is available only after branch check-in. The form includes code, name, phone, NFC ID (typed), address, map location, and optional contacts.

Visit a customer

Open a destination from the plan, or open the visit route from the profile.

1. Complete Customer check-in (GPS) when sales actions are locked.
2. Then you can use Sales actions.

Without branch check-in you see Branch check-in is required. Without a visit check-in for that customer you see that you must check in to the customer.

Sales request and sales order

Create sales request and Create sales order (no packing) send a document with the first loaded product and quantity 1. There is no product picker or cart on the phone.

For full line items, create the documents on the web.

Payments

Outstanding invoices on the profile/visit list have Create payment.

1. Confirm invoice code, status, and balance.
2. Enter amount (starts at the remaining balance) and optional notes.
3. Record the payment. GPS is attached when available.

Amount must be greater than zero and not more than the balance. The same branch + customer visit rules apply.

What drivers can do today

Drivers and crew follow the logistics plan and see packing-slip codes on Home. Changing packing slip status on mobile is Coming soon — complete slips on the web.