Customer context
Accounts, branches, contacts, assignments and territory access.
Odoo integration
Your field workflow, in the same business context.
Connect the application experience to the Odoo environment your business uses. Begin with your version, modules, customer data and the documents your team works with.
01
CONNECTED RECORDS
One data cycle across field and office
Prepare the records and permissions that keep the customer journey consistent.
Commercial data
Products, units, price lists, discounts and customer terms.
Sales documents
Orders, invoices, deliveries and returns in their business states.
Receivables and collection
Balances, due invoices, payments and matching according to permission.
Synchronization status
Know what is queued, sent, accepted or needs attention.
Scoped access
Companies, teams, roles and territories define what each user sees.
Map the working process
Identify which actions begin in the field and which need office review or approval.
Prepare the data and access
Review company scope, users, customer assignments, products and commercial settings.
Verify a complete scenario
Walk through a representative workflow and review the resulting records and states before rollout.