Mobile sales guide
PDV móvel para entregas e vendas em campo
Planeje um fluxo de trabalho de PDV móvel para visitas de clientes, rotas de entrega e vendas fora de um balcão fixo.
Por Equipe de produto EazSell · Publicado · Revisado
A resposta curta
A mobile sales POS brings the product list, customer context, payment record and receipt workflow to the customer. It works best when routes, device charging, offline limits and end-of-day reconciliation are planned together.
Prepare before the route
Load the products, prices, customer details and stock allocation the salesperson needs. Confirm that the device is charged, the printer has paper and any required fiscal session is ready before departure.
- Assign users and stock clearly.
- Synchronize before leaving coverage.
- Carry a charging and paper plan.
Keep the customer interaction simple
The salesperson should be able to select items, confirm quantities, record payment and issue the supported receipt without returning to the office. Required invoice details should be requested before final submission.
- Show prices and totals clearly.
- Capture only necessary customer data.
- Explain pending status honestly during outages.
Close the day with evidence
Reconcile completed, queued and failed transactions separately. Compare payment records, returned stock and unresolved invoices before the next route begins.
- Review all device queues.
- Record returned or damaged stock.
- Escalate unresolved fiscal items promptly.
Nota editorial: Este guia é mantido pela equipa de produto EazSell para avaliação prática do produto. Os requisitos regulamentares devem ser confirmados com a autoridade nomeada e um consultor local qualificado.