Darshan play online

Visit plans to for the upcoming 6 days should be synced on offline mobile app for offline view and transaction
User can be able to log orders during their visit to retailer
All product and price master should be available offline for creating orders
Unproductive and visit cancelation should be available as a feature offline
Ability to apply schemes on orders - based on purchase volume and scheme master (at individual product level and total invoice value)
Auto sync the data (two ways) once the mobile app is connected to the internet
Beat plan will be generated on SFDC, and that data will be fetched on the offline app.


Functionalities available on SFDC :
All journey plans to be done on SFDC
All beat planning and linking retailer to beat is managed on SFDC
All reports and dashboards available on online app


Process Areas :
This requirement document covers the following process areas that were discussed in detail for automation offline. These process areas will allow sales representative of Darshan International to streamline the operations of order booking.
Tasks
Orders
Order detail


Task :
Once the journey is planned for the sales representative the task will also be created against the journey based on the Town information in salesforce.
The sales representative can only see the task list.
The Task includes the information of the retailer and
The task list will be created based on the journey created by the TSO.
One Task will contain only one distributor.
Once the sales representative logins he will he able to select the date on which the task list will be visible for him


When you check on the task we will have 2 buttons :
Order This will take us for the order page of the application.

Unproductive- when the sales representative is not able to take any orders from the retailer then he will using this option. This will give us some of the reasons why the sales representative is unproductive as listed below.