PL ProfitLensGCC ERP by Somar
ERP & SolutionsSales & CRMField Visits
Sales & CRM

Field Visits

Review field visits on a phone, write visit reports with a form the company designs, follow the team, and approve off-site check-outs.

Open guide All modules
LiveERPGCC

Capabilities

  • See your own visits grouped by day with a weekly summary
  • Search by client and filter by missing report, counted, archived, or not checked out
  • Open a visit timeline with check-in and check-out distance
  • Write the visit report once, with choice, text, number, date, rating, product, and contact questions
  • Team leaders follow their team's visits
  • Managers filter all visits, export CSV, and approve or reject off-site check-outs
  • Managers design the report form with required and conditional questions, a question library, and a live preview

How it works inside the ERP

  1. See your own visits grouped by day with a weekly summary
  2. Search by client and filter by missing report, counted, archived, or not checked out
  3. Open a visit timeline with check-in and check-out distance
  4. Write the visit report once, with choice, text, number, date, rating, product, and contact questions
  5. Team leaders follow their team's visits
  6. Managers filter all visits, export CSV, and approve or reject off-site check-outs
  7. Managers design the report form with required and conditional questions, a question library, and a live preview

Important scope note

Reports cannot be edited after saving. Form changes apply to new reports only; reports already written keep their own questions and answers. Approvals are open to admins, general managers, HR managers, and sales managers, and nobody approves their own visit.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/visit-reports/view.html
  • public/modules/visit-reports/logic.js