Opmetrix Mobile App (Field User Help)

Help for field users using the Opmetrix App

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37 articles in this collection
Written by Oliver Huggins, Eion Robb, Natasha Sahi and 2 others

Getting Started 1 - Download the App and Logging In

How to download the Opmetrix App and login in for the first time

Written by Oliver Huggins
Updated over a week ago

Getting Started 2 - Using the Opmetrix App

The beginner's guide to using the Opmetrix App... understand the basics then complete your first store call and sync

Written by Oliver Huggins
Updated over a week ago

Enable Auto Sync From the App

Automatically synchronise the field app with head office

Written by Oliver Huggins
Updated over a week ago

Contact Us - How to Get Help and Support

Phone Details - Email Details - Live Chat

Written by Oliver Huggins
Updated over a week ago

Synchronising - Syncing the App

Synchronising your app often throughout the day ensures your customer and product information is always up-to-date

Written by Oliver Huggins
Updated over a week ago

Workday

Workday Overview

Overview of the Workday feature in the Opmetrix App

Written by Natasha Sahi
Updated over a week ago

Field User (App) Workday Entry

Recording start and end of day times in the Opmetrix App

Written by Natasha Sahi
Updated over a week ago

Field User (App) Workday Help

Tips and FAQ for the Workday feature in the Opmetrix App

Written by Natasha Sahi
Updated over a week ago

Field User (App) Mileage Entry

Record start and end of day times, and record vehicle mileage

Written by Natasha Sahi
Updated over a week ago

Opmetrix Team Manual (for Smartphones)

A printable manual to distribute to Opmetrix Team - Version 5.0

Written by Oliver Huggins
Updated over a week ago

Alerts and Notifications

How Alerts work in the Field App

Written by Oliver Huggins
Updated over a week ago

Handy Tips for Searching

Customer Search

How to search for a customer in the outlet/customer list

Written by Oliver Huggins
Updated over a week ago

Postcode and Address Searches

Optionally search for customers by Postcode or Address

Written by Oliver Huggins
Updated over a week ago

Customer Sorting

The customer list can be sorted in many ways, including alphabetically, by GPS location or by when a customer was last visited

Written by Oliver Huggins
Updated over a week ago

Customer Filters

How to filter the customer list to show customers matching a category

Written by Oliver Huggins
Updated over a week ago

Product Search

How to search for products in the Opmetrix App

Written by Natasha Sahi
Updated over a week ago

Text Searching - Products, Customers and Call Notes

Switching search methods Contains vs Search Starts With

Written by Oliver Huggins
Updated over a week ago

Search and Filter Calling Card Notes

Search call note history or filter by activity and category to locate customer call history fast

Written by Oliver Huggins
Updated over a week ago

Clearing Search Filters

How to clear search filters and categories in the Opmetrix App

Written by Natasha Sahi
Updated over a week ago

CRM - Contacts, Calling Cards, Documents

Customer Calling Cards

Adding customer call notes and photos

Written by Oliver Huggins
Updated over a week ago

Save Photos to Camera Roll/Gallery

Save photos taken in Opmetrix directly to your camera roll

Written by Eion Robb
Updated over a week ago

Call Visit Timer

Keep track of how much time spent and left for a store visit

Written by Oliver Huggins
Updated over a week ago

History - View All CRM History

Accessing Call Notes, Transactions, Held and Payment History while Out of Store

Written by Oliver Huggins
Updated over a week ago

Rescheduling Calls in the Opmetrix App

How to reschedule a call in the Opmetrix App

Written by Simon Mitra
Updated over a week ago

Configuration Options for Stop Credit

Stop Credit warnings and indicators in the Opmetrix App

Written by Natasha Sahi
Updated over a week ago

Access Offline Documents

View, Share, Print and Email sales documents offline

Written by Oliver Huggins
Updated over a week ago

Access More Customer Sales History When Online

Need to search back for further sales history on a customer? Heres how!

Written by Oliver Huggins
Updated over a week ago

Pin Call Notes to Keep Track of Important Customer Notes

Pin a call note to the top of the call note history as a reminder or for quick access to important call notes

Written by Oliver Huggins
Updated over a week ago

Access More Customer Call Note History When Online

Need to search back further in call notes and photos for a customer? It only takes a second to download much, much more...

Written by Oliver Huggins
Updated over a week ago

Sales Module - Entering Transactions, Product Catalogues and Sales History

Product Catalogue & List

Switching Product & Catalogue Views

Written by Oliver Huggins
Updated over a week ago

Sales Templates

Promote items, set promo pricing and sort product lists into custom lists

Written by Oliver Huggins
Updated over a week ago

Using Branches/Warehouse

How products are separated by Branch/Warehouse Locations

Written by Oliver Huggins
Updated over a week ago

Stock Counts

Audit current stock levels on the shelf to help determine what re-order quantities to purchase when in-store

Written by Oliver Huggins
Updated over a week ago

Out Of Stock/Low Stock Indicators

How to indicate which products are low/out of stock in the Opmetrix App

Written by Natasha Sahi
Updated over a week ago

Entering Payments and Processing Credit Cards Online

Payments Module - Basic

A field user's guide to recording payments and reviewing/printing a daily payment summary from the field app

Written by Nick Braas
Updated over a week ago

Setup Safe in-Store Pass (New Zealand)

Activate Safe In-Store Pass (SISP) in Opmetrix Team App

How to register your Safe In-Store Pass (SISP) on Opmetrix Smartphone 'Team' App

Written by Oliver Huggins
Updated over a week ago

Activate Safe In-Store Pass (SISP) in Opmetrix Tablet App

How to register your Safe In-Store Pass (SISP) on Opmetrix Tablet App

Written by Oliver Huggins
Updated over a week ago