Fieldmaxpro Help Center

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.

View all 9

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