FieldMaxPro Help Center

Getting Started

Introduction

Outlets Module

Outlet Overview

Outlet Creation

Outlet Navigation

Schedules Module

Schedule Overview

Adding a Schedule

Viewing Schedules

Visits Module

Visit Overview

Carrying Out a Visit

Shelf Check

Store Check

Sales

Invoice

Image

Merchandise

Visibility

Notes

Medical Detailing

Visit Summary

Inventory Module

Inventory Overview

Inventory Navigation

Orders Module

Orders Overview

Orders Navigation

Receivables Module

Receivables Overview

Receivables Navigation

Activity Module

Activity Overview

Activity Navigation

To-Do Module

To-Do Overview

To-Do Navigation

Briefs Module

Briefs Overview

Settings Module

Settings Overview

Settings Navigation

Carrying out a visit

This tab has a timer that helps you keep track of the time spent conducting a visit at a particular outlet, which is displayed at the top of the screen. Then, you see all the actions that can be carried out while visiting an outlet. This is shown and explained briefly below.

Video Summary

Carrying out a visit is also shown and explained briefly in the video below.