DFIE › Sales order booking app

Sales Executive app

A sales executive app that books orders and sees what each customer owes

Sales Executives have their own phone app in DFIE. They book orders within the limits you set for each company, and see their customers’ outstanding bills before they take the next order.

Orders against limits

Order booking follows the per-company limits Admin sets for each Sales Executive.

Outstanding at their fingertips

Customers and their open bills, each with its bill date, listed in the app. Collection visits can be recorded there too, offline if needed.

Part of the same system

Whatever is booked flows to Accounts and Admin without being re-typed, and Sales Executive sales appear in the sales dashboard.

Used by: Sales Executive, Admin, Accounts

Common questions

Does the sales app work as an installable app?

Yes. It installs on the phone from the browser, like the Delivery Executive app.

Related features

Solutions

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