Document Version: 2.0 (Updated with AI Integration)

Last Updated: November 11, 2024

Author: Faris Abdurrahman

Status: Enhanced with Live Tracking & AI Features

tl;dr

The SFA Canvassing App extends XyzSuite’s XyzWork module to enable field sales reps to perform complete on-site sales transactions from outlet visits, stock visibility, order processing, and payment capture to invoice generation.

It seamlessly syncs with XyzSuite (ERP) for real-time updates to inventory, finance, and sales data; eliminating manual reconciliation between field operations .

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*This document contain assumption, common practice, and general flow application for job application purpose as Product Manager at eDot. *Real document needs to be conduct research analysis existing application and requirement gathering from cross stakeholders.

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🧩 Problem Statement

Field sales representatives (Canvassers) currently lack a dedicated, real-time mobile platform to effectively manage sales and inventory directly at the customer's location, such as during door-to-door or kiosk-based sales.

Key pain points include:

• Manual or delayed order entry into XyzSuite.
• Limited real-time access to product stock and pricing.
• Lack of immediate invoice printing or payment capture.
• Disconnected workflows between XyzSuite and field sales activities.

Current State Analysis

Field sales representatives at eDOT and our customers currently operate with:

• Manual Order Taking:
• Inventory Blind Spots:
• Payment Processing Challenges: