Sales Representative App: Visits, Orders and Inventory in 1C
Contents
A sales representative arrives at a store, writes down the order in a notebook or WhatsApp, and in the evening an operator enters it into 1C. Items get lost along the way, prices get mixed up, and the manager only learns about visits from a report at the end of the week.
What the app can do
- daily route and list of locations;
- client profile: order history, outstanding balance, agreements;
- order placement with custom prices and stock levels;
- credit limit check;
- photos of shelves and product displays;
- tasks and surveys at each location;
- logging visit start and end times with geolocation;
- offline mode with sync when connection is restored.
Integration with accounting
| Data | Service line |
|---|---|
| Clients, prices, stock levels, outstanding balance | 1C or MoySklad → app |
| Orders | app → 1C or MoySklad |
| Visits, photos, tasks | app → CRM or separate system |
Offline mode
Connectivity is often poor in stores and warehouses. The app must:
- store the catalog, prices, and clients on the phone;
- allow placing orders offline;
- send data once the connection is restored;
- prevent duplicates when resending.
What the manager gets
- actual visits and time spent at each location;
- quota completion by representative;
- clients who have not been visited in a while;
- photo reports on product displays.
Frequently asked questions
Are there ready-made solutions?
Yes, ready-made mobile commerce systems exist. Custom development makes sense if you need unified logic with a dealer portal or non-standard processes.
Does it work on Android and iOS?
Yes, the app is typically built for both platforms.
Can you start small?
Yes: orders and stock levels, then visits and photos, then analytics.
