The sales process on the mobile application

Available for all profiles depending on the configuration.

* You can click on the images to enlarge them

The mobile application allows you to carry out the different tasks needed to prepare a UV, assigned to different user profiles (salesperson, manager, workshop manager, secretary, etc.).

This feature is subject to
 an option being activated and must be configured beforehand. Please contact your sales representative for more information.

1. The menu is different according to the profiles.

E.g. Manager profile                      Workshop manager profile

2. The Preparation button gives you access to the list of UVs concerned.

Below, for example, the first task for the Workshop Manager is the Arrival in mechanics workshop. 

The Manager’s first task may be the Definition of the Sales Channel.

3. Click on the pictogram to confirm that the task has been completed.

4. Using the Notifications, you can be notified about the tasks to be performed.

To create a specific profile for the Workshop Manager, please contact technical support.

Pictogram definitions.

You now know how to use the sales process on the mobile application.