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Your rep is on the road and the invoice is in their pocket: running a field team from the phone

If you have sales reps driving around to customers in a van full of stock, you know the routine. Orders go into a notebook or a WhatsApp chat, the rep hands them in at the end of the day, and someone types them into the system. Between the street and the office, things get lost: an order nobody recorded, an invoice at the wrong price, cash that was collected and can't be traced, van stock that doesn't match the books.

The Intagya ERP mobile app closes that gap: what happens in the field lands in the system the moment it happens.

1. Every rep gets a warehouse on wheels

Each sales van is set up in the system as a small stock location belonging to its rep, loaded from the main warehouse with an ordinary internal transfer. You know at any time what is in every van, and the rep sees their van stock on the phone before promising a customer something that isn't there.

2. The order becomes a real sales order, not a slip of paper

At the customer, the rep picks products from the van stock and creates the order in the app. On confirmation, everything happens at once inside the system:

• A real sales order is created for the customer at their pricelist prices, which the rep can only change if you allow it.
• It is delivered from the van stock, which goes down automatically.
• The customer invoice is posted in accounting.
• If the rep collected the money, the payment is registered against the invoice straight away.

Sales, inventory and accounting see the same number at the same time, instead of waiting for the end of the day and starting to reconcile.

3. New customer? Add them on the spot

The rep can search the customer list, add a new customer from the phone, and log the visit and close it. You know who was visited, when, and what was sold, instead of relying on what the rep remembers at the end of the day.

4. Attendance only from the work site

The app isn't just for sales. Staff check in and out from the phone, and you can give each work site a radius in metres so check-in is only accepted from inside it. For a site you don't want to restrict, set the radius to zero.

5. Less paper on the HR desk

From the same app, staff request time off and follow their balance, see their payslip in detail every month, and log expenses by photographing the receipt and sending it for review. It all goes straight into the system: no lost messages, no receipts forgotten in someone's pocket.

So what does the business owner get?

A live view of what happens outside the office: how much was sold today, from which van, how much was collected, what is left in each van, and who checked in where they should be. And fewer mistakes, because the data is entered once at the source, not twice.