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Workflow

From Sage to the salesperson and back again

A simple visit workflow. We do not expose unnecessary technical architecture — just the path from Sage, onto the tablet, and back into Sage.

01

Synchronise Sage data

Customers, products, pricing, stock and other supported information become available to Mobile Sales.

02

Visit the customer

The sales representative opens the customer account on the tablet.

03

Review the account

See relevant prices, purchasing history and stock availability in one place.

04

Create the order

Select products and quantities with the customer present.

05

Confirm

Customer confirmation or signature where configured.

06

Synchronise back to Sage

The completed order returns to Sage, without re-keying.

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See customers, prices, stock and order entry on the tablet.

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Sage 50 / Sage 200 ↔ Barcoder Cloud ↔ sales rep’s tablet

Select customer → Check history → Select products → See price → Check stock → Submit order → Sage. Online when the network is there. Offline when it is not. The order still belongs to Sage.

Ready to see it?

Let’s talk

Book a short online demonstration and see the complete process from selecting a customer on the tablet through to creating the order in Sage.