Articles on: Solutions Documentation

FieldPro Sales - Lists



Introduction


FieldPro Sales provides various lists to manage different aspects of sales operations, including customer details, product information, and asset tracking.


These lists help streamline the data management process, ensuring all necessary information is easily accessible and well-organized.


Key Lists and Their Attributes


Customers List


The Customers Lists are critical components for managing mobile user assignments/duties


This is where all customer information captured on field is recorded.


It is made of the following attributes:


Attribute tag

Attribute label

Attribute type

'_name

Customer name

Text

'_channel

Channel

Single choice

'_type

Type

Single choice

'_image_url

Outside Picture

Picture

'_location

GPS location

GPS

'_customer_segmentation

Customer Segmentation

Single choice

'_customer_status

Customer Status

Single choice

'_phone_number

Phone number

Phone number

'_position

Position

Text

'_custom_id

ID

Text

'_address

Address

Text

'_city

City

Text

'_email

Email

Text

'_comments

Comments

Text

'_image_url_inside

Inside Picture

Picture

'_route_day

Route Day

Multiple choice

'_visit_frequency

Visit Frequency

Single choice

'_has_sales_assets

Sales Asset

Single choice



SKU list


SKU (Stock Keeping Unit) list is a detailed and organized record of all products in a business's inventory.


Each SKU is a unique identifier for a specific product or item, allowing for efficient inventory management, tracking, and organization.


The SKU list ensures that all relevant information for storing, managing, and selling products is accurately recorded and easily accessible.


Below are the diffferent attributes in an SKU List Schema:


Attribute tag

Attribute label

Attribute type

_name

Name

Text

_category

Category

Single choice

_brand

Brand Name

Single Choice

_code

Code

Text

imageurl

Image

Picture

_vat

VAT

Decimal

customertype

Customer Type

Single Choice

pricewithout_vat

Price without VAT

Decimal

_format

Format

Single Choice

nbrunits

Number of units

Integer

_weight

Weight

Decima



Competitors SKU list


Competitor SKU list is a detailed catalog of products offered by competing businesses, organized by their Stock Keeping Units (SKUs).


Analyzing competitor SKU lists often provides valuable insights into a companies product offerings, pricing strategies, inventory management, and market positioning.


Below are the diffferent attributes in an SKU List Schema:


Attribute tag

Attribute label

Attribute type

_name

Name

Text

_category

Category

Single choice

_brand

Brand Name

Single Choice

_code

Code

Text

imageurl

Image

Picture

_vat

VAT

Decimal

customertype

Customer Type

Single Choice

pricewithout_vat

Price excluding VAT

Decimal

_endconsumerprice

End consumer price

Decimal

_format

Format

Single Choice

nbrunits

Number of units

Integer

_weight

Weight

Decimal



Street Vendors list


A Field/Street Vendors list is a comprehensive record of all vendors operating in outdoor or temporary locations, such as street markets, fairs, and public spaces.


This list is essential for managing and organizing the activities of these vendors, ensuring compliance with regulations.


Below are the diffferent attributes in a street vendors list Schema:


Attribute tag

Attribute label

Attribute type

firstname

First Name

Text

lastname

Last Name

Text

_gender

Gender

Single choice

_phone

Phone

Phone number

_town

Town of origin

Text

_religion

Religion

Single Choice

vendorsaccount

Vendors account

Text

vendorsbank

Vendors Bank

Text

vendorbvn

Vendors ID

Textl

idtype

ID Type

Single Choice

idpicture

ID Picture

Picture

facepicture

Face picture

Picture

_signature

Signature

Picture

nextof_kin_number

Next of Kin Phone Number

Phone number

lastactive

Activity Status

Single Choice



Vans Lists


Vans Lists refers to a record of sales representatives who operate vans as part of their sales activities, along with details of the stock they carry in their vans.


This type of list helps in managing vans sales men operations, tracking inventory on-the-go, and ensuring efficient distribution of products.


Below are the attributes


Attribute tag

Attribute label

Attribute type

Comments

"_van _id"

Van ID

Text

"_van _type"

Van Type

Single Choice

"_van _picture"

Van Picture

Picture

"_comments"

Comments

Text



Assets Lists


An asset List is a detailed inventory or catalog of all assets owned or managed by an individual, organization, or entity.


These assets can include physical items, such as equipment, machinery, vehicles, and company property.


Below are the different attributes under the asset list schema


Attribute tag

Attribute label

Attribute type

Comments

"_asset _id"

Asset ID

Text

"_asset _picture"

Asset Picture

Picture

"_asset _type"

Asset Type

Single Choice

"_other_asset _id"

Other Asset ID

Text

"_entry_date"

Entry Date

Date

"_asset _capacity"

Asset Capacity

Single Choice

"_status"

Status

Single choice



Branding Materials Lists


Branding materials are comprehensively all items and resources used to establish and promote a brand's identity.


This list ensures that all branding elements are consistently used in workflows reinforcing the brand's image presence.


Below are the different attributes under the asset list schema


Attribute tag

Attribute label

Attribute type

_type

Type

Single Choice

posmpicture

Picture

Picture

*posm *name

Name

Text

_quantity

Quantity

Decimal

_code

Code

Text

_brand

Brand

Multiple Choice



Target Lists


Target lists contains structured plan that outlines specific targets a business aims to achieve over a set period, typically a month.


These targets can include sales values, volume goals, and other performance metrics. Establishing clear targets helps in guiding the efforts of sales teams, measuring progress, and ensuring alignment with business objectives.


Below are the diffferent attributes in a target list:


Attribute tag

Attribute label

Attribute type

targettype

Target type

Single Choice

userid

Unique ID

Text

kpitype

KPI type

Single choice

secondtype_target

Second target type

Single choice

secondtarget_id

Second target ID

Text

targetvalue

Target Value

Decimal

volumetarget_per_day

Volume Target

Decimal

valuetarget_per_day

Value target

Decimal

valuetarget_per_month

Value target per Month

Decimal

_month

Month

Decimal

_year

Year

Decimal

_period

Period

Single Choice

startdate

Start Date

Date

enddate

End Date

Date



By leveraging these lists, businesses optimize their processes, improve communication, and achieve their strategic objectives, leading to sustained growth.

Updated on: 17/01/2025

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