FieldOffice3.7.0 - App Store

FieldOffice allows your sales force to capture customer quotes and orders in the field on the iPad and then submit those orders to your business system via the Internet. The program also supports inventory availability and price checking and account credit checking. Query past sales on the spot and provide customer service in real time.

FieldOffice streamlines the sales process from the salesperson to the business system, dramatically reducing processing time and potential overhead costs while supplying salespeople with the power of mobility. The app can operate in both a connected mode with a WiFi or 4G connection or offline. When connected, all information is processed in real time. When offline, orders are validated against a local database on the iPad, stored and then processed and can be submitted when reconnected.

FieldOffice was developed to harness the power of the SX.e business system and Infor’s ION platform. Pricing, sales tax calculations and credit checking are all done by SX.e when connected via WiFi or 4G.

Version History - Updated sales rep, sales territory, and division number filter for use with Echobase downloads. This brings the previously modification-only sales rep filter into place for CSD.
- Added product list data to the template data for extended product descriptions.
- Bug fixes. 3.7.0 Apr 17 - Fix for display issue with ship to selection in order inquiry 3.6.3 Feb 7 - Adjustments to improve memory usage 3.6.2 Feb 3 - Fix for display issue in order inquiry. 3.6.1 Jan 28 - Bug fixes
- Specify multiple email addresses when sending reports
- Select customer by ship to lookup in order entry
- Sort by bin for consignment in count-based order entry
- Expanded offline mode and improved bulk data downloading (requires CSD/SX.e FieldOffice module and expertek.io setup)
- Order submission via FieldOffice module (requires CSD/SX.e FieldOffice module and expertek.io setup) 3.6.0 Jan 15 - Updated for iPadOS 18
- Support for new FieldOffice CSD module
- Save VMI counts to FieldOffice module
- Support for Department tag codes maintained in FieldOffice module 3.5.0 06/06/2025 - Addressed issue with price override flag being set when submitting orders.
- Can no longer order products that are cached on the iPad and become inactive since the last time they were sold.
- Count based entry now defaults to max quantity instead of 1
- On other orders - tapping the link for on other orders now brings up the list of orders that the product is included on
- Product Lists now defaults to current Shipto
- Add Me button added to reports. Tapping on icon adds email address
- Fixed issue with Qty Column on Product Lists, VMI, and Consignment
- Product Lists/Consignments are now editable.
- DNR stock status no longer reverts back to Stock
- Count entry box defaults to 0 automatically
- Fix issue where tapping on substitutes causes FieldOffice to crash.
- Refresh product data with prices while scrolling added to Admin Panel
- Customizable Consignment Screen based on Templates from FieldOffice Admin Panel
- Ignore/Fix PopUp added to Consignment Screen
- Stock Status Filter added to Consignment Screen 3.4.0 06/27/2024 - Fix for issue with date selection 3.3.4 02/06/2024 - Built for iOS 17
- Replace calendar date picker in iOS 16+
- Add quantity on other orders loading from CSD
- Quantity on other orders factored into product list count-based entry
- Fix order search by product
- Truncate extended product descriptions in item search after 150 characters
- Additional minor fixes 3.3.3 12/26/2023 - Fix to user setting format for setting default quote cancellation date
- Automatic change order request for setting requested ship date and promise date on new quotes and orders (as needed)
- Adjustment to token refresh to avoid authorization issues 3.3.2 05/26/2023 - Fix crashes in Add Item line entry
- Fix crashes in Product Lists screen when searching
- Fix crash when opening shipment tracking URLs 3.3.1 03/10/2023 - Fix for order ship/unship API call
- Fix for editing shipped orders (suppress CSD unship warning)
- Add additional error details for connectivity/token issues
- Update to latest SDK 3.3.0 02/08/2023 - Fix connection with SocketMobile scanners 3.2.1 10/06/2022 - Create Product Lists tab with product list maintenance
- Add optional warning for when using count-based product list item entry and not all items in the selected list have been counted
- Fix token refresh causing hanging connection error
- Fix offline/disconnected ship to selection in order entry 3.2.0 09/02/2022 - Custom report templates
- Added settings to the console:
- Whole order discounts
- Order fulfillment
- Ship date confirmation
- Minor bug fixes and UI improvements 3.1.15 04/06/2021 - Issue fix for cross reference searched line items 3.1.14 02/03/2021 - Order sales rep code requirement adjustment 3.1.13 01/27/2021 - Bug fix for sales rep code handling 3.1.12 01/26/2021 - Tracking of item cross references through order entry to submission
- Support for creating fulfillment orders
- Support for creating future orders and blanket orders
- Bug fixes and UI improvements 3.1.11 01/23/2021 - Fix connection sync during sign in
- Fix ship error flow in POS orders 3.1.10 05/27/2020 - Minor fix to sign in against FieldOffice console 3.1.9 05/11/2020 - Fix for date selectors
- Fix for product cross references screen
- Other minor fixes 3.1.8 04/30/2020 Major features:
- Update user interface look inspired by WebUI
- Support for Infor CloudSuite
- Native support for v11 REST APIs
- Opt-in support for FieldOffice Console for user, connection, and settings management

Other enhancements:
- Enhanced support for products with cores
- User price floors
- Bug fixes 3.1.7 04/23/2020 - Bug fixes
- Price floor user setting 2.1.11 03/18/2020 Fix for keypad/keyboard issues 2.1.10 11/26/2019