08 · Mobile field

Field rep mobile app

Use the rep mobile shell to work assigned customers, submit orders, record collection claims, and follow your own order statuses.

5 min read · updated 28/05/2026

Who can do this

Role	View stock & batches	Record receipt	Record adjustment	Pack
Field rep	Not allowed	Not allowed	Not allowed	Not allowed

Overview

The field-rep mobile view is a four-tab work surface for the signed-in rep: Beat, Order, Collect, and Orders. Customer detail at /m/rep/customer is a drill-down from the assigned beat, not a fifth primary tab. The view is driven by the active FIELD_REP login and active customer assignments, not by a manually chosen tenant or a global customer search.

Where to find it

After an Owner links a same-tenant login to an active field-rep record, open /m/rep/home. The mobile access gate routes a FIELD_REP user to the rep shell. If the login is unlinked or the rep is archived, rep access is denied.

Key concepts

Assigned customer list — fieldRep.me.customers returns the rep's active assignment rows with customerId, name, status, outstanding, overdue, and creditLimit. Pending or inactive customer status can still appear when the assignment itself is active; the assignment, not the status label, controls the rep write scope.
Rep profile — fieldRep.me.profile resolves from the signed-in tenant user and active rep row.
Own orders — fieldRep.me.orders returns only orders whose field_rep_id is the active rep. Rows include orderId, orderNumber, customerId, customerName, status, totalAmount, createdAt, and deliveryDate, newest first.

The four tabs and customer drill-down

Beat — `/m/rep/home`

See the assigned outlets and each outlet's outstanding or clear status. Open an outlet to carry that assigned customer into the order or collection flow.

Customer drill-down — `/m/rep/customer`

See one assigned outlet's aggregate outstanding, overdue, credit context, and rep-attributed orders. Use the customer actions to start a new order or record a collection claim for this outlet.

Order — `/m/rep/order`

Choose an assigned customer, search products, add quantities, review the estimate, and submit through intake.rep-draft.create. The tenant's consent mode determines whether the draft needs rep confirmation, a signed customer acknowledgement, or owner approval. A below-list line always goes to owner approval.

Collect — `/m/rep/collect`

Choose the assigned customer, select an open invoice or leave the claim on account, enter the amount and optional reference, choose cash, UPI, or cheque, and record a claim through account-credit.rep-claims.create. The invoice picker is scoped to that customer and excludes invoices that are no longer collectible. A claim is pending until an owner-side resolver confirms it; a cheque still needs clearance. The screen shows the Sales targets Capability posture but never invents target numbers when no rep-scoped progress feed exists.

Orders — `/m/rep/orders`

Review the orders returned by fieldRep.me.orders, with the customer, amount, timestamps, delivery date, status, and your attribution. Filter the list to follow pending approval, awaiting customer acknowledgement, confirmed, or rejected work; this tab is your submitted-order view, not the owner's approval queue.

Role notes

Field rep — mobile reads use field-rep.me.read; order drafts use intake.rep-draft.create; collection claims use account-credit.rep-claims.create. The rep cannot edit the master, change consent, approve an order, or confirm a claim.
Owner — sets up the rep login, assignments, channel handles, and consent; owner actions are documented in Field rep master.

Tips & time-savers

Tip

Use Beat to review assigned outlets, then use an outlet's Order or Collect action to carry that customer into the next screen. Opening a primary tab directly falls back to the first assigned outlet; every read and write still re-checks the signed-in rep's active assignment.

While fieldRep.me.customers or fieldRep.me.orders is loading, wait for that query to resolve. An empty customer list means there are no active assignments for this rep; an empty orders list means no rep-attributed orders were returned. Ask the Owner to check assignments or the linked login when either result is unexpected.

Gotchas

Warning

If an outlet is not assigned to you, it will not be a valid target even if you know its customer ID. Order and collection writes re-check the active assignment on the server; changing the mobile view cannot bypass that check.

A collection receipt tells the customer that you recorded a claim. It does not mean the payment has posted. Cash and UPI need owner confirmation; a cheque needs owner confirmation and clearance. For order acknowledgement expiry and owner escalation, read Rep order consent.

Field rep master Field-rep orders Rep collection claims Rep order consent

Was this helpful?