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Opmetrix Mobile App (Field User Help)
Opmetrix Mobile App (Field User Help)
Help for field users using the Opmetrix App
+3
38 articles in this collection
Written by
Oliver Huggins,
Eion Robb,
Natasha Sahi
and 3 others
Selling Kitsets in the Opmetrix App
How to find and sell Kitset products in the app
J
Written by
Jo Richardson
Updated over a week ago
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
N
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