The salesman does not need internet to check in at a shop. Visit check-in and check-out are saved on the phone without signal and upload when signal returns. Creating an order, invoice or receipt needs a working data connection. That caveat is the whole of the offline field visit app on this book: the stamp at Gupta Stores can wait in a dead-signal lane on Station Road, and the Sales Order cannot. Five salesmen, about 120 dealers, five road names. Raju photographs the shutter, the phone writes Saved on this phone, and the owner sees the visit after the upload. Global Positioning System (GPS) location, device time, his name and the dealer sit on that same record. This article walks the dead-signal check-in, what stays on the handset, and why Take an order waits until after check-out, when there is data.
Key Highlights
- Visit check-in and check-out are saved on the phone without signal and upload when signal returns
- Creating an order, invoice or receipt needs a working data connection, which is why Take an order is offered after check-out
- The phone labels a waiting visit Saved on this phone until the upload, so Raju can see the stamp before the owner can
In This Article
- Does the salesman need internet to check in at a shop?
- Saved on this phone, on Station Road
- What an offline field visit app will not do
- Take an order after check-out, once there is signal
- What the owner sees after the upload
- Frequently Asked Questions
Does the salesman need internet to check in at a shop?
No. Visit check-in and check-out are saved on the phone without signal and upload when signal returns. Creating an order, invoice or receipt needs a working data connection.
That is the same answer as the FAQ on Salesman app for Tally, because it is the same behaviour. An offline field visit app, in this product, is those two sentences. The stamp at the counter can be made in a pocket with no bars. The voucher cannot.
Station Road at 10:40. Gupta Stores sits in a lane where 4G dies behind the concrete. Raju still opens the party and checks in. The camera opens. Gallery is not an option. He photographs the shutter. GPS location with accuracy, device time, his name, Gupta Stores, optional note. The phone writes the visit locally.
Beat-wise sales management is the named list, Today's load, then this stamp. He WhatsApps later, once he is back on the main road. "Gupta Stores ho gaya, signal nahi tha, photo phone pe hai." That sentence is the stamp made at the shutter.
Saved on this phone, on Station Road
Saved on this phone is the label Raju sees. The visit is his, on this handset, until the radio comes back. He can check out in the same lane. Check-out is saved the same way. Duration and distance wait with the two stamps, including "At the dealer 12 minutes" and "Checked out 40 m from where the visit started," and they upload together.
He does not re-take the photo when signal returns. He does not type the visit again at 9 PM. The upload is the same record, the camera photo, the coordinates, the times. If the phone reported a mock location, check-in was already refused on the device. Signal does not soften that. The refused attempt still shows to the owner once it can travel.
Five salesmen means five handsets. Manoj on GS Road can be offline in a different pocket at the same hour. The owner's feed stays empty for those visits until each phone finds data.
Visit capture is phone-only. Field Visits is available on request. The owner's Field Visits screen is phone-only. Feed defaults to today, filterable by salesman or Everyone. Until Raju's phone uploads, Gupta Stores is not on that feed. After the upload it is, with the caption plate: salesman, approximate street address prefixed "Approx.", coordinates with accuracy, timestamp.
How long he was at the dealer is computed from the two device times on the phone. A geo-tagged visit photo versus all-day GPS tracking is still the first stamp. Takkada records the photo, location and time. It does not track the phone all day.
What an offline field visit app will not do
An offline field visit app, here, will not raise a Sales Order in a dead-signal lane. It will not raise an invoice. It will not raise a receipt. Creating an order, invoice or receipt needs a working data connection.
That limit is the one distributors trip over, because the market word "offline" usually means the whole day queues and syncs later. This product queues visits, and vouchers wait for signal. Raju cannot punch 14 cartons and trust the phone to post them at 4G. He has to move to where there is signal before an order, invoice or receipt goes through.
On ordinary 4G in a market street it works normally. The dead-signal pocket is the exception the two sentences are for. Station Road has two such pockets. NH-37 has one under the flyover.
What a beat is in distribution sales still names the list. Create beats and assign a salesman from the phone still puts Raju on Station Road. The offline path is check-in and check-out on the handset in his pocket.
What field teams actually need from a Tally app in India includes this pocket. A salesman who can only stamp a visit when the lane has bars will skip the lane, or he will type the visit at night. Saved on this phone is how the stamp still happens at the shutter.
Take an order after check-out, once there is signal
Take an order is offered after check-out. Sales orders need signal. The sequence on a good lane is check-in, the conversation, check-out, then the order against live stock. The sequence in a dead lane is check-in, the conversation, check-out, walk to where there are bars, then the order.
At 10:52 Raju has walked twenty metres toward Station Road's main stretch. Signal returns. The visit that said Saved on this phone uploads. He books 14 cartons. It lands in Tally as an ordinary Sales Order, which is the point of salesman order taking without re-entry. He can raise an order any other time. Order creation is not gated on Team Sales.
If he tries to book before he has data, the order does not queue. He waits. Gupta is used to that. "Signal aate hi likh dena."
The dispatch load sheet still totals pending orders from a 3-day window once those orders exist in Tally. An order that never left the dead lane never reaches the sheet.
What the owner sees after the upload
The owner does not watch Raju's radio. He opens Field Visits after 8 PM. Gupta Stores is there, 10:40, the photo, the plate. If Raju is still in the pocket, the row is not there yet. "Photo upload hua?" is a smaller call than "gaya tha ya nahi."
Mock location is still refused on the device. Signal returning does not post a fake visit. If the owner has granted that device an exemption, the visit is accepted and marked Unverified, and that label survives the upload. The trust check is the mock-location flag, on the phone, at the moment of the stamp.
A Tuesday with two dead-signal pockets will show those visits late, in a cluster, when Raju hits the main road. The timestamps stay 10:40 and 10:52. The upload time is not the visit time. Device time is.
Restricting salesman access in Tally still decides which ledgers Raju can open. He can only check in on parties he can see. Saved on this phone is not a back door to the rest of the book.
Manoj on GS Road, the Fancy Bazaar man, the NH-37 man, the Beltola man: same two sentences. Visit check-in and check-out are saved on the phone without signal and upload when signal returns. Creating an order, invoice or receipt needs a working data connection. Orders, invoices and receipts on the Salesman app for Tally need a connection, the same as the FAQ. Saved on this phone is the line Raju looks for when the lane dies. Check-in, check-out, walk to signal, Take an order.
Frequently Asked Questions
Q: Does the salesman need internet to check in at a shop?
A: No. Visit check-in and check-out are saved on the phone without signal and upload when signal returns. Creating an order, invoice or receipt needs a working data connection. On ordinary 4G in a market street it works normally.
Q: What does an offline field visit app save when there is no signal?
A: Check-in and check-out. The phone shows Saved on this phone until the upload. The camera photo, GPS location, device time, the salesman and the dealer sit on that record. Orders, invoices and receipts are not saved for later.
Q: Why is Take an order offered after check-out?
A: Because sales orders need signal. Check-out finishes the visit stamp, which can wait on the phone. Take an order is offered after check-out. He books once he has bars.
Q: Will the visit time change when it uploads?
A: No. Device time is the visit time. Gupta Stores stays 10:40 even if the phone only finds signal at 11:20. The owner's feed shows the row after the upload. The timestamp on the plate is still the stamp.
Q: Can he raise an invoice or a receipt in a dead-signal lane?
A: No. Creating an order, invoice or receipt needs a working data connection. He has to move to where there is signal before any of those go through. Only visit check-in and check-out wait on the phone.
Q: What if the phone reports a fake location while offline?
A: Check-in is refused on the device and no visit is recorded. The refused attempt still shows to the owner once it can travel. If the owner has granted that device an exemption, the visit is accepted and marked Unverified. Signal does not change the flag.
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