Datrylo Sales Representative
Your sales team. Connected in the field.
Keep field orders, customer balances and collections connected. Give each representative a focused workspace linked to Datrylo Sales, Inventory and Accounting.
Bring the workflow together
Take the order while you are with the customer
Sign in with a personal PIN, choose the assigned customer and add products to the order. Handle full payment, partial payment or credit according to your sales policy.
Keep collections connected to the balance
See customer debt and invoice history, then record collections when enabled. Carry the representative, payment method and location context into the collection record.
Give managers a clearer view of field work
Review sales performance, targets, commissions and visits. Configure warehouse access, collection permission and required customer visits for the team.
Add it only where you need it
These apps are optional. In Datrylo Manager, choose your workspace and open its Applications tab to install the app you need. Your workspace subscription and app availability determine which apps you can install.
Set up your team before the first use
Configure representatives, customer assignments, warehouses and payment settings. Use an online browser over HTTPS and allow location access for location-required sales. Agree collection and customer-visit policies before giving the team access.