At many distributors, orders still wait until the rep gets back to the office. Reps phone or text orders to inside sales, or write them down and key them in at the end of the day. When a customer asks about stock or price, the answer is often “let me check and get back to you.” Credit holds, backorders and pricing problems usually come up only after the rep has left.

FieldOffice gives sales reps real-time access to Infor CloudSuite Distribution (CSD) and SX.e, and it now runs on iPhone as well as iPad. Lance Melnik of Expertek Systems will spend most of this session live in the app, following one rep through a customer visit:

- Before the visit: Review the customer’s contacts, ship-to locations, credit limit and balance, and recent invoices, all pulled live from CSD.
- During the conversation: Search for a product or scan its barcode, check stock across every warehouse, and see this customer’s price.
- Before leaving: Build the order, validate it against CSD, submit it, and email the confirmation to the customer.

You’ll see how FieldOffice helps your team:

- Take fewer orders by phone through CSRs, and stop keying orders twice
- Answer stock and pricing questions while the customer is still there
- See credit status before the order is taken, not after it goes on hold
- Find pricing and backorder issues before the order reaches CSD
- Keep working without a signal; orders sync once the connection is back