"The combination of the Explore Field Sales Rep and NetCRM allows me to access my mortgage files on my BlackBerry. This saves me a tremendous amount of time to check the status and follow-up as needed. I don't have to track anyone down at the office to do the lookup. Ultimately, it allows me to service my clients better."

- Jason Gardiner, CEO & Owner, JTG Financial

  • FSR 4 Screen Shots
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  • Field Sales Rep 2.0

Login


Once you are registered with Explore Mobile, use your NetSuite username and password.



  • Field Sales Rep 2.0

Splash Screen


Main navigation to enter the functional areas of the system; Customers, Contacts, Sales Orders and and Top 10.



  • Field Sales Rep 2.0

Contact Search


Enter Contact name for wild card searching.



  • Field Sales Rep 2.0

Contact Search Results


All results matching the search criteria are displayed in a list. Select the Contact of interest to display full details. Full name, company, title, phone and email are displayed if available.



  • Field Sales Rep 2.0

Contact Search Results Details


This provides full details about the contact, including multiple addresses. Phone numbers and emails are hyperlinks for quick dial or email functionality.



  • Field Sales Rep 2.0

Customer Search

Enter Lead/Prospect/Customer name for wild card searching. Optionally, enter the city to reduce search criteria results. Select the fields to be returned in the result set; email, phone and/or address.



  • Field Sales Rep 2.0

Customer Search Results

All results matching the search criteria are displayed in a list. Select the Customer of interest to display full details. Full company name, address, phone and email are displayed if available.



  • Field Sales Rep 2.0

Customer Search Result Details

This provides full details about the Customer, including multiple addresses and all Contacts associated to the customer. Phone numbers and emails are hyperlinks for quick dial or email functionality.



  • Field Sales Rep 2.0

Sales Order Search

Search Sales Orders by order number, customer name and/or sales order status. Wild card searches are supported. All matching results will be listed for selection. You can create new sales orders here too.



  • Field Sales Rep 2.0

Sales Order Detail

This provides for viewing the full details about the sales order, including header and all line items. Edit this order or create a new order from this screen.

Note: This feature is available as a paid add-on. Contact us for more information.





  • Field Sales Rep 2.0

Sales Order Edit

This allows modifications to the header and lines items. Add, edit or delete line items. Save, Save & Email, Cancel or Create new sales orders.

Note: This feature is available as a paid add-on. Contact us for more information.



  • Field Sales Rep 2.0

Create Sales Order

Enter a Sales Order Number/Date or they will be generated automatically for you. Enter all header and line item details. The Sales Order can be automatically emailed from this screen if an email address is entered. This allows for easy printing and order confirmation. The emails will come in html or pdf attachments, depending on your NetSuite preferences.

Note: This feature is available as a paid add-on. Contact us for more information.



  • Field Sales Rep 2.0

Sales Order Add Item

Search for items, wild card searches are supported. The matching result set will be displayed in a list for selection. Change the full description, quantity and select a predefined price level or enter a custom price. Add each line item and pricing separately.

Note: This feature is available as a paid add-on. Contact us for more information.



  • Field Sales Rep 2.0

Top 10

Similar to NetSuite's last 10 Recent Record functionality. The last 10 records accessed are available in the list for quick navigation. It includes customers, contacts and sales orders in a combined list. This function can be accessed in the standard header through-out, click on the "10" icon.



  • Field Sales Rep 2.0

FAQ

Frequently Asked Questions and answers.



  • Field Sales Rep 2.0

Contact Us


  • Field Sales Rep 2.0

Change Role / Add New Account

Select a different role or NetSuite account to access. These roles and accounts match your NetSuite accounts. However, only roles and accounts with web services permissions will be available in this list. If you don't see a role here, ensure it has web services permissions within NetSuite.



  • Field Sales Rep 2.0


Create User Account

This screen is only used for first-time user setup. Once registered with Explore Mobile, you will not be required to create new accounts. User are allowed to add unlimited new NetSuite accounts to their existing user email address. However, each new email address requires New Account creation.