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# FieldPro Direct (Order & Delivery Module)

The **Order & Delivery module** is a dedicated solution designed to manage your entire distribution chain from the moment a sales representative or retailer places an order to the final delivery and payment collection. 

It is specifically built to solve common "pain points," such as disconnected order processes, manual follow-ups with drivers, and a lack of real-time visibility into customer credit limits or order history.

**Why Use the Order Module?**

This module replaces disconnected, manual processes with a streamlined digital workflow. Key benefits include:
• **Enhanced Visibility:** Instantly track **order statuses** and delivery progress without manual follow-ups.
• **Precision Pricing:** Automatically apply **complex pricing rules**, discounts, and promotions (like "Buy X, Get Y") based on the specific customer.
• **Inventory Control:** Maintain accurate records of **stock levels** across both warehouses and delivery vans.
• **Professional Presentation:** A high-quality **product catalogue view** that makes it easier for sales reps to showcase items compared to traditional lists.

**How it Works for Your Team**

The module provides tailored experiences based on the user’s role:

For Sales Representatives (Mobile App)
• **Seamless Ordering:** Sales reps can switch directly from the core app to the order module to place a "New Order" for a customer.
• **Flexibility:** They can **edit orders** within a 24-hour window and view a customer’s **order history** to identify buying patterns.
• **Invoicing:** Generate and print **sales invoices** directly at the customer's location.

For Drivers (Delivery Management)
• **Optimised Routes:** Drivers receive a list of deliveries for their daily route in an efficient sequence.
• **Proof of Delivery:** The app acts as a checklist (delivery manifest) where drivers can collect **proof of delivery**.
• **Van Stock Tracking:** Drivers can track items remaining in their van to ensure no sale opportunity is missed.

For Managers (Web Dashboard)
• **Centralised Control:** View and manage all orders in one place using **filters, sorting, and search** tools.
• **Warehouse Oversight:** Warehouse managers can accept, edit, or reject incoming orders and monitor delivery statuses.
• **Analytics:** Access order analytics to understand performance and fulfillment trends.

**Core Use Cases**
The module supports three primary ways of doing business:

• **Direct Sales:** Sales representatives visit customers in person to take and confirm orders.
• **Van Sales:** Representatives sell products directly from a van, updating stock in real-time and providing instant digital receipts.
• **B2B Distribution:** Managers assign tasks to field agents to visit dealers and collect purchase orders.

**Two Ways to Order: Module vs Retailer App**

It is important to understand how your team and your customers interact with the system:
• **The Order Module (for Sales Reps):** This is a seamless extension within the core FieldPro app. A sales rep logs in, selects a customer, and places an order on their behalf.
• **FieldPro Direct (for Retailers):** This is a separate "Retailer App" (e.g., Nestlé Turkey use case) where the **customers themselves** log in to place orders directly, view their own order history, and participate in loyalty programs.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/c/c/a/eccae9ddfa738000/image_14suubp.png)


**Key Benefits for Your Team**
The system provides a tailored experience for every role in your organisation:

• **For Sales Reps:** Access to a **visual product catalogue** (rather than small text lists), the ability to view **customer buying patterns** through order history, and a 24-hour window to edit orders if needed.
• **For Drivers:** A digital **delivery manifest** (checklist) to confirm loading, **optimised routing** for daily deliveries, and the ability to collect **proof of delivery** or manage debt collection.
• **For Managers:** A centralised dashboard to **filter, sort, and tag** orders, monitor warehouse stock levels, and view real-time **order analytics**.

The module handles complex commercial rules automatically, so your reps don't have to calculate them manually:
• **Pricing Priority:** The system automatically checks if a customer belongs to a **Price Group** (e.g., "Wholesaler"). It applies the group price first; if none exists, it falls back to the generic price.
• **Advanced Promotions:** You can set up **percentage/fixed discounts** or **bundle offers** (e.g., "Buy 3, Get 1 Free") that apply automatically during the checkout process.
• **Packaging Options:** Sell products in different formats (e.g., by the can or by the 6-pack) with unique prices for each.

**Inventory & Delivery Tracking**
• **Stock Visibility:** Track items across **Warehouses** (static) and **Vans** (mobile). When a driver loads their van, the system can automatically deplete stock from the warehouse.
• **The Delivery Journey:** Deliveries move through a clear, color-coded lifecycle: **To Prepare → To Load → In Transit → Delivered/Returned**.
• **Professional Receipts:** You can fully customise **receipt headers** and delivery notes to include your company logo, partner details, and custom templates.


**Key Concepts to Understand**
• **Offline Capability:** Orders created while offline will automatically sync once a data connection is restored.
• **The Order Lifecycle:** Orders are not static; they move through **customisable statuses** (e.g., Draft → Waiting to be Confirmed → Confirmed). This ensures everyone knows exactly where an order stands.
• **Storage Types:** The system distinguishes between **Warehouses** (static storage) and **Vans** (mobile storage). When a driver loads their van, the system can automatically update stock levels via a "Stock Movement".
• **Pricing Groups:** You can categorise customers into **Price Groups**. For example, a "Wholesaler" group might automatically see different prices than a "Retailer" group.
• **ERP Integration:** The module is designed to connect with your existing **external ERP systems** to sync stock levels and prices automatically.


**Analogy for Understanding:** Imagine your sales process is like a **commercial flight**. The **Order Module** is the booking system where the **Sales Rep** (Travel Agent) or the **Retailer** (Passenger) reserves a seat. The **Warehouse Manager** is the ground crew preparing the plane (the order), and the **Driver** is the Pilot, following a pre-planned route to ensure the cargo arrives safely. The **Pricing Engine** is like the airline's automated system—it ensures that a "Frequent Flyer" (Price Group customer) automatically gets their special rate without the agent having to look it up.