Showroom discussions stretch over several visits
A dealer may need time to confirm the next product requirement.
Retain the customer visit history so each follow-up starts with context.
Keep showroom coverage and dealer product requirements visible to the team. Connect visits, recorded orders and receivables follow-up across plumbing, sanitaryware and tile distribution.

For plumbing distributors, sanitaryware suppliers, tile wholesalers and dealer-facing sales representatives. Regional and territory managers can review customer contact across their assigned teams.
A dealer may need time to confirm the next product requirement.
Retain the customer visit history so each follow-up starts with context.
Order details can be lost between the showroom and office.
Capture configured products and quantities in the customer order record.
Some showrooms attract frequent attention while smaller outlets are missed.
Use assigned customer lists and daily route planning to review coverage.
The team may know the order requirement but not the next collection action.
Use outstanding visibility and promise-to-pay tracking where the collection module is enabled.
A practical example for plumbing, sanitaryware & tiles; the steps depend on your enabled modules and employee roles.
Review assigned dealers and the route between outlets.
Keep a dated record of the showroom conversation.
Capture confirmed catalogue items and quantities.
Record the account discussion and next payment action.
Managers check customer contact and order activity.
Customer activity · Example field day
Review Field for visit activity, Sales for order work, Collection for account follow-up, and All-in-One for a combined workflow.
Explore the current plans and features for your team.
Features and availability follow the current package catalogue. Compare all package features and configured limits.
Yes. Visit records and order records serve different purposes. Record the customer contact first and submit an order only when a requirement is confirmed.
Batch, shade and inventory lot controls are not implied by the field order workflow. Validate them against your inventory system and any proposed integration.
Customer order history is available in the Sales workflow. It gives context for repeat discussions without replacing stock or fulfilment information.
Use the Collection workflow for outstanding visibility, payment history and commitments. Agree which employees own and can access each account.
Bring a representative dealer, a short product list with ordering units, a visit sequence and an example outstanding account. Include any shade or batch requirement as a separate scope question.
Bring a representative customer account and a typical working day to the demo.