Field¶

One screen.

Field Sales — Visits and Returns¶

Field

For representatives working away from the office: logging a visit, and collecting goods a customer is sending back.

Three tabs: Visits (the log), Log Visit (checking in), and Returns (collecting and approving).

On Visits: customer, start, end, the coordinates if they were captured, notes, tasks and status.

Field	What goes in it
Customer	Required on both Log Visit and Returns. Type-ahead.
Notes	Optional, three lines.
Item, Quantity, Condition, Reason	A return. Condition is sellable, damaged or expired.

Button	When you can use it	What it does
Check in	Once a customer is chosen.	Requests the device location, waits about three seconds and logs the visit either way — a refused or slow fix does not lose the visit, it just records no coordinates. Then switches to the Visits tab.
Log return	Once a customer and an item are chosen.	Logs the return, awaiting back-office approval.
Approve	Only for someone with permission to decide returns.	Asks first, warning that this issues a credit memo to the customer and takes the stock back. It is the only button on this screen that moves money.
Reject	Same.	Asks first, warning that no credit memo is issued and the goods stay where they are. The confirm button is red.

A representative sees the return listed but no Approve or Reject button — those appear only for someone with edit permission on returns.
The visit start time is the moment the button is pressed.

Where	What it says
Visits	No visits logged