Opmetrix

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

Getting Started 1 - Download the App and Logging In

This article is written as a guide to using the prospects module in the Opmetrix Mobile App

Creating Prospects

Phone Details - Email Details - Live Chat

Contact Us - How to Get Help and Support

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

Synchronising - Syncing the App

Automatically synchronise the field app with head office

Enable Auto Sync From the App

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

Getting Started 2 -  Using the Opmetrix App

Preventing the “Lost Data” Pop-Up on Android Devices

Opmetrix Service Desk

Natasha Sahi

Eion Robb

Help for field users using the Opmetrix App

Opmetrix  Mobile App (Field User Help)

Overview of the Workday feature in the Opmetrix App

Workday Overview

Recording start and end of day times in the Opmetrix App

Field User (App) Workday Entry

Tips and FAQ for the Workday feature in the Opmetrix App

Field User (App) Workday Help

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

Field User (App) Mileage Entry

A printable manual to distribute to Opmetrix Team - Version 5.0

Opmetrix Team Manual (for Smartphones)

Alerts and Notifications

Workday

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

Customer Search

Optionally search for customers by Postcode or Address

Postcode and Address Searches

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

Customer Sorting

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

Customer Filters

How to search for products in the Opmetrix App

Product Search

Switching search methods Contains vs Search Starts With

Text Searching  - Products, Customers and Call Notes

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

Search and Filter Calling Card Notes

How to clear search filters and categories in the Opmetrix App

Clearing Search Filters

Handy Tips for Searching 

Route Optimisation, Live Traffic updates and Dynamic Call Cycle Planning

Smart Route - Route Optimisation and Planning

Customer Calling Cards

Save photos taken in Opmetrix directly to your camera roll

Save Photos to Camera Roll/Gallery

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

Call Visit Timer

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

History - View All CRM History

How to reschedule a call in the Opmetrix App

Rescheduling Calls in the Opmetrix App

Synchronize your call cycle with your calendar

Calendar Link / Synchronization (iCal)

Stop Credit warnings and indicators in the Opmetrix App

Configuration Options for Stop Credit

View, Share, Print and Email sales documents offline

Access Offline Documents

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

Access More Customer Sales History When Online

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

Pin Call Notes to Keep Track of Important Customer Notes

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

Access More Customer Call Note History When Online

Simon Mitra

CRM - Contacts, Calling Cards, Documents

Product Catalogue & List

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

Sales Templates

How products are separated by Branch/Warehouse Locations

Using Branches/Warehouse

How to find and sell Kitset products in the app

Selling Kitsets in the Opmetrix App

Organising Product Lists into a Product Matrix

Product Matrix

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

Stock Counts

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

Out Of Stock/Low Stock Indicators

Transaction Order Actions

Wing Yip

Sales Module -  Entering Transactions, Product Catalogues and Sales History

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

Payments Module - Basic

Nick Braas

Entering Payments and Processing Credit Cards Online

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

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

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

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

Setup Safe in-Store Pass (New Zealand)

Contact Form

Email Service Desk

Find answers and get help from Intercom Support and Community Experts

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