Workflows/Field / counter sales
// Field / counter sales
Stop selling from offline sheets and WhatsApp threads.
We deploy a field and counter sales module so reps work from live price and stock, and every order writes back to Paperpike OS.
// Where this applies
Built for teams that sell away from the desk
Dealer networks, distributors, and equipment sellers lose margin when the field book is stale. The module fits operations where counter and road sales must stay tied to inventory truth.
Industry / operation
The constraint
Distributor field teams
Reps quoting from last week’s sheet while warehouse stock has already moved.
Dealer / counter sales
Walk-in orders taken on paper or WhatsApp, then retyped into accounting later.
Equipment and spare parts
Model, serial, and accessory mixes that break when price lists are private Excel files.
Multi-branch sellers
Each branch runs its own book. Leadership cannot see one live company view.
// How it works
From field request to order in Paperpike OS
01
Open the live book
Price, stock, and customer terms from one place. Not a downloaded spreadsheet.
02
Capture the order
Field or counter entry with the SKUs and quantities that actually exist.
03
Confirm and sync
Order writes back to Paperpike OS for warehouse, finance, and leadership visibility.
04
Follow through
Delivery and status stay connected so the sale does not die in a chat thread.
// Plugs into Paperpike OS
One workflow. One source of truth.
Field sales should enrich the company record, not create a second private ledger. Orders, customers, and stock movements land in the same truth as quotations and reports.
See Paperpike OS// Related workflows
Other modules on Paperpike OS
// Deploy
Deploy field and counter sales
Tell us how reps and counters take orders today. We scope the module to your catalog, pricing rules, and Paperpike OS.
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