ORDER MANAGEMENT & DELIVERY
Simplifying your sales and delivery process
FieldPro’s order management solution streamlines the entire order process, from recording pre-sales activities to managing approvals and, tracking deliveries. Designed to empower both managers and field teams, this solution ensures accuracy, agility, and customer satisfaction.
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Key elements of FieldPro order management system
Centralized Order Taking, Tracking and Visibility
Provides real-time visibility into order status, from creation to delivery.
Consolidates orders from multiple sales channels (e.g., e-commerce, physical stores, B2B portals) into a single dashboard.
Offers tracking for both customers and internal teams, ensuring transparency and reducing customer inquiries.
Inventory Management and Automation
Syncs inventory levels across multiple locations and channels in real time.
Automates inventory allocation based on rules like location, stock levels, or order priority.
Includes features like low-stock alerts, stock forecasting, and automatic replenishment to prevent stockouts or overstocking.
Customizable Workflow and Integration Capabilities
Supports tailored workflows for order processing, & deliveries & returns.
Integrate seamlessly with other systems like ERP, CRM, payment gateways, shipping carriers, and analytics tools.
Provides APIs and webhooks for easy adaptability to existing technology stacks, ensuring end-to-end operational efficiency
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Sales recommendation engine for optimized orders
Leverage the sales recommendation engine to suggest the best product combinations for customers based on their purchase history, preferences, and sales trends.
This feature helps sales agents offer better product suggestions and increase sales when visiting customers
Delivery tracking with geo-validation
Track every delivery with precision
Features like geo check-ins, timestamps, customer e-signatures, and photo evidence provide transparency and accountability
Route optimization, partial delivery options, and driver availability tracking add flexibility and efficiency to the delivery process.
Performance dashboards for actionable insights
Monitor order and delivery performance in real time with user friendly dashboards
Track KPIs such as delivery timelines, driver efficiency, and sales trends to identify areas for improvement and optimize operations.
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Transformation tools for flexible data processing
Leverage transformation tools to process and format data as it moves through your workflow.
Whether it’s converting data types, aggregating results, or reformatting reports, FieldPro provides flexible transformation options that suit your specific needs.
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How it works: From order to delivery, all in one place
Record and recommend: Field agents capture orders and use the sales recommendation engine to suggest the best products for customers.
Review and approve: Managers review orders instantly and approve them using customizable workflows.
Track deliveries: Assign orders to delivery drivers and monitor their progress using geo-validation and timestamps.
Monitor performance: Use real-time dashboards to track sales, delivery efficiency, and team performance.
Benefits of order management with FieldPro
Streamlined sales and delivery processes
Automate key steps in the order process to save time and reduce manual errors
Improved accuracy in orders and reporting
Real-time synchronization and automated calculations ensure precise order handling and reliable data.
Enhanced customer satisfaction
Faster approvals, accurate deliveries, and proactive tracking create a seamless experience for customers.
SOLUTIONS
Who benefits from the order management feature?
For managers: Improved oversight and operational efficiency
FieldPro’s Order Management feature empowers managers to streamline and optimize order workflows. They can:
Reduce delivery errors: use order tracking and geo-validation tools to ensure precise deliveries and minimize mistakes
Improve operational efficiency: automate order approvals and workflows to save time and reduce bottlenecks.
Enhance customer satisfaction: monitor delivery performance in real-time and ensure on-time order completion.
For field agents: Simplified processes and increased accuracy
Field agents benefit from an intuitive and efficient order management system that simplifies their tasks. They can:
Capture orders seamlessly: record customer orders on-site using customizable workflows that eliminate manual errors.
Track deliveries easily: stay updated on delivery statuses with geo-validation and real-time progress tracking.
Ensure accuracy: rely on integrated tools to provide error-free order processing and exceptional customer service.
Ready to enhance your field operations?
Start your free trial today and see how FieldPro can revolutionize your Field Team Management. Or, book a demo with one of our experts to learn more about how FieldPro can meet your business needs.
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