Salesmen portal

The Salesmen portal is a streamlined experience for reps who work outside the full CRM UI — mobile-friendly lists, quick capture, territory-scoped data, and offline order taking.

Please note:

• Reps only see records their role and territory allow — the same RBAC model as the main app; see Roles, permissions, and RBAC.
• Lead capture in the portal feeds the same pipeline as Create and manage leads in the full CRM.
• Without a checked-in customer, Orders history lists only shops on the salesman’s active assigned routes — not every order ever attributed to them.

Portal capabilities

Area	Rep can	Admin configures
Leads	View and update assigned leads	Pipeline stages, required fields
Customers	Browse accounts in territory	Zone, route, and ownership rules
Orders	Place or review orders; queue offline	Product catalog, price lists
Carts	Keep up to 30 active carts; checkout retires the used cart	Catalog and credit rules
Offline data	Download route catalogs, sync outbox	Route assignments, portal access
Activity	Log visits and notes	Interaction types — syncs to Track interactions
Dashboard	See quotas and today’s tasks	KPI widgets — pair with Pulse for stale-lead review

Enable the portal

1. Confirm Salesmen module is enabled under Settings → Modules
2. Create or edit a role with portal-appropriate permissions (for example leads.read_own, orders.write)
3. Assign the role to field users and active routes
4. Share the portal URL or add it to mobile home screen

Offline mode and order outbox

Field coverage often has weak connectivity. Use Offline data in the portal shell to prepare the device before a beat:

1. Open Offline data
2. Download / refresh catalog & images for customers on assigned routes
3. Optionally Switch to offline mode so the app works from cached data and queues orders locally
4. When back online, Sync offline orders from Offline data or the Orders list

Signal	Meaning
Offline mode on	App prefers device cache; new orders go to the local outbox
Connection slow	Network is up but latency is poor — offline mode often feels faster
Pending outbox	Orders waiting to upload
Rejected outbox	Server rejected a queued order — open it from the Orders list to fix

The portal remembers a confirmed session for cold starts so reps are not bounced to login after a brief disconnect. Hung requests time out instead of freezing the UI.

flowchart LR
  Prep[Download catalogs] --> Beat[Take orders on route]
  Beat --> Outbox[Local outbox]
  Outbox --> Online{Back online?}
  Online -->|Yes| Sync[Sync outbox]
  Sync --> CRM[Central orders / Sage]

Orders and carts

• Checked in to a customer — order list is for that shop.
• Not checked in — history is limited to FMCG customers on the salesman’s active routes.
• After checkout, the cart used for the order is removed from the active list (it is not left as an empty cart for the same customer).
• A salesman can keep up to 30 active carts in the stacked-cart UI.

Typical day flow

flowchart LR
  Start[Sign in to portal] --> Today[Today's visits and tasks]
  Today --> Prep[Optional: refresh offline catalogs]
  Prep --> Visit[Log customer visit / check in]
  Visit --> Order[Create or amend order]
  Order --> Sync[Sync outbox if offline]
  Sync --> Manager[Manager visibility in reports]

Pair the portal with Logistics and live map when dispatch needs to see rep location or route progress. Keep FMCG customer status and routes current under Vendors and FMCG customers. Qualified opportunities should stay aligned with Work with deals and pipelines after order capture. Customer-facing access uses the separate Customer portal.