## Collect a Customer Payment

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | [Business Process](/content/category/business-process/index.html)

### Business Process Overview  
Check into visit and confirm location: Verify the field user’s presence at the correct location.  
Review Outstanding Balances: Check previous Orders and any outstanding invoices.  
Initiate payment capture: Select invoice(s) that the...

## Capture a Field Order

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | [Business Process](/content/category/business-process/index.html)

### Business Process Overview  
Check Into Visit and Confirm Location: Verify the field user’s presence at the correct location.  
Review Outstanding Balances: Check previous orders and settle any unpaid balances by taking a payment.  
Start New Order: Select products...

## Create a Credit Note

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | [Business Process](/content/category/business-process/index.html)

### Business Process Overview  
Check into visit and confirm location: Verify the field user’s presence at the correct location.  
Review Existing Credit Notes: Check previous credit notes, the amount, and status.  
Create New Credit Note: Create a new credit note with...

## View & Order Promotion Merchandise

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | [Business Process](/content/category/business-process/index.html)

### Business Process Overview  
Check into visit and confirm location: Verify the field user’s presence at the correct location.  
Start New Order: Pricing & Promotional Merchandise available automatically calculated.  
Add Promotional Merchandise: Add the chosen...

## Execute Start of Day

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | [Business Process](/content/category/business-process/index.html)

### Business Process Overview  
Begin Start of Day Guide: User details captured automatically  
Input Details: Capture warehouse location, vehicle registration, and vehicle details.  
Payment Details: Record start-of-day balances and card reader details for any payment...

## Schedule a New Customer Visit In Field

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 20, 2024 | [Business Process](/content/category/business-process/index.html)

### Business Process Overview  
Create visit on site: Schedule start time & check in (geolocation and start time tracked).  
Capture Order: Capture new order, with specific pricing and promotions available.  
Review tasks: Complete auto-scheduled tasks or create ad hoc....