Field portal overview
What the field portal is for, who uses it, and what each role sees in its sidebar.
The field portal is the web side of SalesYatra for the people who sell: sales executives and the managers above them. It holds your schools, your travel plans and visits, your day's spend, the orders and requests you raise, and, for managers, what your team is waiting on you to decide. It opens at /field once you sign in.
The Android app carries the part of this a rep needs on the move (visits, plans, orders and approvals), and it is the only way to prove you were at a school, because it records your position when you check in. See Android app.
Who uses it
Where you land after signing in, and what your sidebar holds, depends on your role. The field portal is the Field App in the app switcher at the top of the sidebar.
| Role | Where you land | What your sidebar holds |
|---|---|---|
| Sales Executive, Assistant Territory Manager (ATM) | Dashboard | The field sidebar |
| Area Sales Manager (ASM), Deputy General Manager (DGM), National Sales Head (NSH), Chief Executive Officer (CEO) | Dashboard | The field sidebar, plus the Team group: Approvals and Team on the road |
| Administrator | The admin panel | The field sidebar, plus the Team group and Dispatch. The switcher also offers the Admin App and the Accounts App. |
| Dispatch (Warehouse) | Dispatch | Dispatch and Orders only. The switcher names this app Dispatch. |
| Accounts (Billing), Accountant (read-only) | The books | Not a field role |
Approvals start at Area Sales Manager. An Assistant Territory Manager has the same sidebar as a sales executive and decides nothing on anyone's behalf. See Roles for what each role may do across the product.
The sidebar
The screens sit in groups, in the order a rep's week runs: plan it, work the schools, sell, restock. Select a group's heading to fold it; the group holding the screen you are on always stays open.
| Group | Screens |
|---|---|
| (no heading) | Dashboard |
| Plans & spend | Travel Plans, Daily Expenses |
| Schools | My Schools, Visits, Adoptions |
| Sales | Orders, Quotations, Dues |
| Stock & materials | Requests, My Stock, Documents, and Dispatch for administrators |
| Team | Approvals, Team on the road, for Area Sales Managers and above |
Daily Expenses has its own entry, next to the plans rather than inside them. Somebody working in their own city files no travel plan, and still has fares to claim.
Approvals and Team on the road sit in the field portal, not the admin panel, because the person who decides a rep's order or rings them about this afternoon's school is their manager.
Dispatch (Warehouse) staff keep no field register, so their sidebar has only Dispatch and Orders, and the app switcher and the top bar read Dispatch instead of Field.
Around the sidebar
- At the foot of the sidebar are your name, email and the sign-out button, a badge with your role, and a line saying who your approvals go to ("Approvals go to …"). That is who is asked to decide your orders, plans and requests: the first manager up your reporting line, or the administrators if there is none. If it says No approver is set — ask your administrator, there is nobody SalesYatra can send your submissions to, so ask before you raise anything.
- In the top bar are the notification bell and the light and dark theme switch. See Notifications.
- At the top of the sidebar is the app switcher. An administrator uses it to move to the Admin App or the Accounts App; anyone else sees only the app they are in.
- On a narrow screen the sidebar folds away behind the menu button at the top left.
For searching, paging and the other controls every screen shares, see Finding your way around.
The modules
Start here
Plans & spend
Schools
Sales
Stock & materials
Team
For the warehouse
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