All-in-One Sales Workspace

Everything a sales representative needs, in one place.


The home screen acts as a central hub for the entire sales workflow, giving representatives quick access to customers, products, sales, payments, stock transfers, and visits — all from a single, intuitive interface.

The application is designed to work seamlessly without interruptions. Data synchronization happens automatically in the background, allowing representatives to focus on their work without worrying about connectivity or manual actions.

Smart Visit Management

Planned routes with full location validation

Visits are pre-assigned from the Odoo system, providing each sales representative with a clear daily route and predefined tasks. Representatives cannot create, edit, start, or complete a visit unless they are physically at the assigned location.

Each visit acts as an execution point only, where the representative can perform required actions such as creating sales orders, processing returns, or uploading photos — all within strict time and location constraints to ensure accuracy and accountability.

Customer-Centric Management

Everything a representative needs to manage their customers

Sales representatives can view and manage only their assigned customers, ensuring focused workflows and clear ownership. Based on predefined permissions from Odoo, representatives can add or update customer information when allowed.

From each customer profile, representatives can seamlessly create sales orders, returns, and payment receipts, as well as access the complete transaction history. This provides full visibility and control over customer interactions, all within a single, streamlined experience.

Sales Operations

All sales activities, in one place

This section represents the complete sales workspace for each sales representative. It provides full visibility into all assigned sales transactions, allowing representatives to track, manage, and execute their daily operations with clarity and confidence.

Sales orders are created directly from customer visits or customer profiles, fully synchronized with the Odoo system. Representatives can monitor order statuses, review amounts, and access historical sales records — ensuring accurate follow-up and seamless sales execution.

Payment Management

Accurate collection with full financial visibility

This section enables sales representatives to record and track customer payments directly from the mobile application, ensuring accurate and timely financial updates.

All payment actions are governed by predefined permissions from Odoo, allowing representatives to create payment receipts only when authorized. Each payment is linked to its corresponding customer and transaction, providing clear traceability and reliable financial records.

Stock Transfer Management

Controlled inventory replenishment for field sales

This feature allows sales representatives to request stock transfers in order to replenish their vehicle inventory before heading out for sales. Each transfer ensures that representatives can only sell quantities that are physically available with them.

Stock transfer requests are fully integrated with Odoo inventory workflows and follow predefined approval processes. Once approved, the transferred quantities are reflected in the representative’s stock, maintaining accurate inventory tracking and preventing overselling.

Data Synchronization

Controlled and reliable data alignment with Odoo

The application automatically synchronizes local data with the Odoo system whenever an internet connection is available, ensuring consistency between field operations and the central backend.

A manual synchronization option is also provided to handle exceptional cases or verify that all local changes and system updates are fully aligned. This gives sales representatives confidence that their data is accurately reflected in Odoo at the right time.