RepFlow

RepFlow

عربي

RepFlow

Overview

RepFlow is a comprehensive mobile sales application designed for field sales representatives and merchandisers. It enables real-time sales order entry, sales dispatch (order delivery), sales invoice creation, collections in the field, customer management, route planning and seamless synchronization with your ERP or back-office systems.

Optimized for on-the-go usage, RepFlow combines offline capability, GPS tracking and configurable workflows to ensure that every visit is productive and traceable. Sales reps can manage their daily routes, record orders and collections (cash, checks and bank collections) and complete custom forms such as visit forms, merchandising checklists and survey questionnaires directly from their mobile devices.

RepFlow

Benefits

Integrations & Ecosystem

Key Features

Sales Cycle (Order–Dispatch–Invoice)

  • Sales Order creation at the customer site in a few taps.
  • Sales Dispatch (Order Delivery) tracking from van or warehouse.
  • Sales Invoice issuance in the field with pricing and discounts.
  • Product catalogue with images, units and customer-specific price lists.
  • Promotions, free items and line-level discounts supported.

Customer Management & Visits

  • Full customer profiles including contacts, addresses and classifications.
  • Visit history and order/collection timeline per customer.
  • Outstanding balances, credit limits and aging summaries.
  • Tag customers by segment, route or priority for better planning.
  • Capture visit notes, photos and follow-up requirements.

Offline Capability & Sync

  • Work fully offline in areas with no or poor internet connectivity.
  • Local data storage for orders, collections, visits and forms.
  • Automatic synchronization when the device goes online.
  • Queue management and conflict resolution rules.
  • Ensures business continuity for remote and rural routes.

Collections (Cash, Checks & Banks)

  • Cash Collection against specific invoices or on account.
  • Check Collection with bank, due date and check number details.
  • Bank Collection records for direct deposits and transfers.
  • Instant balance and credit limit checks before taking new orders.
  • Collections synced back to ERP/finance for up-to-date customer statements.

Tasks & Activities

  • Create and assign tasks to specific reps or teams.
  • Link tasks to customers, visits, orders or custom forms.
  • Due dates, priorities and reminders for time-sensitive actions.
  • Track completion status and view pending, in-progress and done tasks.
  • Basic CRM-style follow-up management for opportunities and issues.

ERP & Back-Office Integration

  • Real-time or scheduled sync with LOGO ERP and other systems.
  • Up-to-date inventory availability on the mobile device.
  • Customer, product and price list synchronization.
  • Orders and collections posted back to ERP with minimal delay.
  • Flexible integration layer for custom ERP and accounting solutions.

Route Planning & GPS Tracking

  • Daily and weekly route planning with ordered visit sequences.
  • GPS-based location tracking for each check-in/check-out.
  • Visit tracking with timestamps and distance information.
  • Monitor route adherence and coverage for each representative.
  • Location-aware customer search (nearest customers on the map).

Custom Forms & Surveys

  • Configurable custom forms for structured data collection.
  • Examples: visit forms, merchandising checklists, outlet activation forms.
  • Market survey and competitor tracking forms for field intelligence.
  • Attach forms to specific visits, tasks or customers.
  • Instant availability of collected data for reporting and analysis.

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