Fieldmaxpro Help Center

FAQ 11

• How do I login to FieldMaxPro mobile application
• What do I do if FieldMaxPro is showing me “Could not authenticate user using provided credential” error
• What do I do if FieldMaxPro is showing me “Cannot connect to FieldMaxPro servers” error
• What do I do if my FieldMaxPro app is not synchronizing?
• What do I do if I cannot see all my outlets on my FieldMaxPro app

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Getting Started 0

User Guide (Version 2) 7

• Note Feedback issue
• FieldMaxPro has stopped working issue.
• Synchronization issue
• When you do not see your Location while you are creating outlets.
• Image not showing

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User Guide (Version 3) 1

• Synchronization issue

Introduction 1

• Introduction to FieldMaxPro Dashboard.

Setup 9

• Setting Up Your Locations
• Setting Up Your Order Status
• Setting Up Payment Types
• Setup Fieldrep Products
• Introduction to Setup.

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Dashboard 1

• Dashboard Welcome

Calendar 1

• Using The Calendar

Outlets Module 1

• Viewing Your Outlets

Visits Module 3

• Viewing Your Visits
• Call Objective Module
• Viewing Visit Notes

Sales Module 1

• Viewing Your Sales

Product Availability 2

• View Product Availability Information
• Viewing Product Profile

Viewing Visibility/Merchandizing 1

• Viewing Merchandising Information

Managing Breifs 1

• Viewing Briefs

Field Staff Module 1

• Viewing Your Fieldstaffs

Inventory Management 4

• Inventory Home
• Inventory Checkout
• Inventory Checkin
• Inventory Batches

Introduction 1

• Introduction

The Schedules Module 2

• Introduction to Schedules module
• How to Schedule a New Visit

The Outlets Module 4

• Introduction to the Outlets Module.
• How to Create a New Outlet.
• How to View Outlet's Information.
• How to Edit an Outlet.

Route Plans 2

• Introduction to Route Plans.
• How To Create Route Plans.

The Inventory Module 3

• Introduction to Inventory Module.
• How to Check-in Products.
• How to Check-out Products into your Inventory.

The Visit Process 7

• How to Start and Finish a Visit.
• Taking a Note during a Visit
• Day Summary
• Visit Summary
• Merchandize Images.

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The Orders Module 2

• Introduction to the Orders Module.
• How to Finalize an Order.

The Payments Module 1

• Payments Module.

The Briefs Module 1

• Briefs Module.

The Analytics Module 2

• Introduction to the Analytics Module.
• How to View Today's Sales Summary.

The Settings Module 3

• Introduction to the Settings Module.
• How to do a Master Sync.
• How to Change the Sync Interval.

Introduction 1

• Introduction

Schedules Module 1

• Introduction to Schedules module

The Outlets Module 4

• Introduction to the Outlets Module
• How to Create a New Outlet.
• How to View Outlet's Information.
• How to Edit an Outlet.

Orders module 0

The Visit Module 4

• Introduction
• Starting a visit
• Shelf Check Module:
• Store Check Module: