Fieldmaxpro Help Center

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.