Forceflow Logo
Client Walkthrough — Feature Explainer

One app, four roles, every step
of the field sales journey.

From the moment a Sales Officer checks in at a store to the moment a manager approves the claim — this is the complete feature surface of the Forceflow SFA mobile platform, organised by module and mapped to the people who use it.

151
Individual features
18
Functional modules
5
Distinct user roles
3
Manager approval workflows
Workflow

The Daily Journey Plan (PJP)

Discover exactly how a Sales Officer's day actually runs, from initial planning to final checkout.

INIT
Start today's plan
VERIFY
Confirm GPS proximity
CHECK-IN
Arrive at store
ACTIVITY
Log merchandising
CHECK-OUT
Leave & move on
Organization Flow

Interactive Role Hierarchy

A dynamic, left-to-right flow showcasing the reporting structure. Click on any parent role to collapse or expand its direct reports.

National Sales Head

Country Operations

Regional Manager

North Region

Area Manager

Delhi NCR

Sales Officer

Territory A

Sales Officer

Territory B

Regional Manager

South Region

Area Manager

Bangalore Urban

Sales Officer

Territory C

MODULE DIRECTORY

Every module, expanded

Eighteen modules covering authentication, daily journey planning, orders, stock, claims and role-specific dashboards. Tap a module to see exactly what's inside — or use the role filter above to see only what a Sales Officer, Manager, Promoter or Distributor touches.

Cross-cutting

Authentication & Session

Login

Authenticate with Frappe backend credentials

Signup

New user self-registration

Session Check

Validate session on launch; auto-logout on 401

Session Expiry Banner

Red banner warning with auto-logout after 3s

No Internet Banner

Amber bar when offline

Slow Network Banner

Orange banner on 2G/3G connection

Logout

Clear persisted auth and navigate to login

Disclaimer Modal

Legal disclaimer on first launch

Role-based Routing

Route to Promoter, SO or Distributor stack by designation

APPROVAL WORKFLOWS

Where a manager steps in

Three of the most-used flows in the app are approval chains — a field request is created, a manager reviews it, and the outcome routes back to the field.

Expense claim approval

Field-initiated, manager-closed — with a re-submission loop on rejection.

Create draft
Add items + receipts
Submit
Manager review
Approve
Reject ↺ revise

Visibility claim approval

Photo evidence from the shelf, verified before it counts.

Create with photos
Submit
Manager review
Approve
Reject

Sales order to delivery

A sale can flow all the way through to a distributor delivery note.

Create sales order
Submit
Convert to purchase order
Distributor approves
Delivery note generated

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INDIA
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