How to create customers in the field and review them

When a route rep finds a new store, they create it right there from the Nori app and sell to it on the spot. The supervisor reviews it later on the web.

In the app: create the customer

The app is in Spanish; its labels appear below with their meaning.

1. In Clientes (customers) or Vender (sell), tap Cliente nuevo (new customer).
2. Enter Nombre del negocio (business name) and Teléfono (phone). RFC (opcional) (tax ID) only if the customer will ask for invoices.
3. The app takes the Ubicación (location) from the GPS and shows how accurate it is (for example, "Ubicación lista (±8 m)"). If it's approximate, retry outdoors.
4. If you want, tap Agregar calle, colonia y referencias (street, neighborhood and directions) and Tomar foto (opcional) for the storefront photo.
5. If you're working a route today, Agregar a esta ruta (add to this route) is already checked. Pick the Días de visita (visit days) and the frequency: Semanal (weekly), Quincenal (every two weeks) or Mensual (monthly).
6. Tap Dar de alta (create).

The customer takes the same defaults as one created on the web (price list, payment terms and so on).

"¿Es este?" (Is it this one?)

Before creating the customer, Nori checks whether one already exists with the same phone, the same tax ID or a similar name less than 30 meters away. If it finds one, it asks ¿Es este?:

• Es este (it's this one): uses the existing customer.
• No, es otro cliente (no, it's another customer): creates the new one.

Without signal

Without signal, the customer is saved on the phone and you'll see "Dado de alta sin señal: se envía solo al recuperar la señal. Ya puedes venderle" (created offline; it's sent when the signal returns; you can already sell to it). Sales to that customer wait in the queue behind its creation and go up in order when the signal returns. Offline, the duplicate check uses the customers saved on the phone.

Add it to the route

With Agregar a esta ruta, the customer joins the route with the days and frequency you chose and, if it's the route you're working today, shows up as one more visit.

If your company wants a supervisor to approve these changes, turn on Add a customer to the route in Users and security › Authorizations › Authorization types (Routes group). When it's on, the customer is created but joins the route only once the supervisor approves it; the rep doesn't need to do anything else. When it's off (the default), it joins right away.

On the web: review field customers

Every field customer sends a notice in Nori to the supervisors. You can change who gets it and how in Administration › Parameters › Notices and emails, event Customer created in the field.

1. Go to Business partners › Customers and vendors.
2. Filter by Field customers to review (or Field customers to see them all). Pending ones carry the "Created in the field, to review" badge.
3. Open the customer. The Created in the field box shows who created it and when, the point on the map with its accuracy, the Storefront photo and, if any, the customers it may be the same customer as (same phone, same tax ID or a similar name nearby).
4. Fix whatever is needed (name, tax data, price list, credit) and save.
5. Click Mark as reviewed. If you made a mistake, Remove «Reviewed».

The review is the supervisor's control: in the meantime, the rep can keep selling to the customer.

Why: in SAP Business One a customer is created at the office and the rep waits until it exists. Here it's created on the street, offline, and the control comes afterwards with the reviewed mark.

If you don't see…

• Cliente nuevo in the app: the rep's role needs permission to create business partners.
• Agregar a esta ruta: it only appears if the rep has a route today.
• The point on the map: the phone gave no GPS reading or the app has no location permission. Turn it on in the phone's settings; meanwhile, the customer is saved without a map.
• The customer joining the route: Add a customer to the route is on and the request is waiting in the Authorization tray.
• The customer on the web: the phone hasn't sent it yet. In the app, check Más › Sincronización (More › Sync).