Commerce · Component · sales-visits-mobile-orders
Sales-force visits and assisted ordering
What it does
Plan salesperson visits, show daily tasks, register check-in and completion evidence, review execution and create orders for assigned customers.
Core pattern
Field task planning and check-in + evidence review and linked orders
- Input
- Visit plans, field activity reports and salesperson order requests
- Output
- Visit history, review state and linked sales orders
Key parameters
| Name | Type | Default | Values |
|---|---|---|---|
| salesperson | — | — | — |
| customer_assignment | — | — | — |
| visit_date | — | — | — |
| plan | — | — | — |
| order_items | array | — | — |
Maturity and limits
SFA service, routes, domain tests and acceptance-flow definitions cover visits and visit-to-order behavior. Static source inspection only; no runtime, provider, deployment or test-pass claim.
No root reuse license found; config with credentials present. Tenant isolation and operational correctness require deployment validation. Field evidence may contain personal or location data; recorded check-in alone does not prove physical attendance.
Used in pipelines
Industry tags
- Retail & ecommerceSource-supported industry
For work involving products, customers and fulfillment, use field task planning and check-in followed by evidence review and linked orders.
- Manufacturing & industryTransferable use
For stock, delivery and returns for spare-part orders, use field task planning and check-in followed by evidence review and linked orders.
- Logistics & supply chainTransferable use
Support “Align goods and destinations” with field task planning and check-in followed by evidence review and linked orders.
Skills pack
Contract scaffold and deterministic mock
Download · 10KBSHA-256 8ca07bc9e74f1b4fecd4afe0163a812a810ec60212f0dbb72dd9a991a5b7df60
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