Implementation-backed guide
Advanced Features

Field Management

Assign customer-facing work to active Sales Person users, connect the task to a customer account, set purpose and priority, then review status, visits, notes, proof, collections and field sales-order activity.

3

Screen tabs

Assign Work, Assignments and Docs

11

Built-in purposes

Collection, Follow-up, Demo, Sales Order and more

4

Priority levels

Low, Medium, High and Urgent

4

Proof types

Photo, signature, payment receipt and document

What Field Management is

A customer work-assignment and visit workflow—not a geographic field master.

A field assignment is customer-facing work given to an active Sales Person user. VauPrime connects the task with a customer/account, purpose, priority and optional due date, then keeps its assignment and visit activity together.

What ‘Field’ means here

The current feature does not create farms, plots, territories, sites or geographic field records. It manages work performed with customers outside the normal desk workflow—collections, follow-ups, demos, service visits, order booking and similar tasks.

Assign Work

Create a customer task for one active Sales Person user.

Sales Person UserRequiredSelect an active organization member whose role is Sales Person. The user must already exist in Users Management.
Customer / AccountRequiredSelect the customer/account this field work belongs to. Several bank, cash, tax, expense and stock groups are excluded from the picker.
Task TitleRequiredShort name for the customer visit or field task.
Work PurposeOptionalSelect Collection, Follow-up, Product Demo, Service Visit, Sales Order or another supported purpose.
Target CollectionCollection onlyRequired when Work Purpose is Collection. Enter the amount expected to be collected.
PriorityDefault: MediumLow, Medium, High or Urgent.
Due DateOptionalTarget date for completing the assignment.
NotesOptionalInternal task instructions or context.
1

Sales Person

The picker loads only active organization members with the sales_person role. If none exist, create or activate one in Users Management.
2

Customer

Select the customer/account associated with the visit or task.
3

Assign

After validation, VauPrime creates the assignment, refreshes data, switches to Assignments and shows Field work assigned successfully.

New-task notification

When a valid assignment is created, the assigned Sales Person receives a field-task notification with task context such as customer, purpose and due date when available.

Purpose and priority

Purpose describes what the Sales Person is expected to do.

Work Purpose options

Collection
Follow-up
Product Demo
Service Visit
Sales Order
Order Booking
Payment Reminder
Customer Verification
Complaint Visit
Document Collection
Other

Priority

Low — normal low-priority visit.

Medium — standard default priority.

High — important customer work.

Urgent — immediate follow-up.

Assignments list

Search, review and remove field assignments.

Desktop list columns are Task, Customer, Sales Person, Priority, Status and Due Date. Android presents the same assignment information in the mobile centralized list layout.

1

Search

Search matches task title, customer name, assigned-user email, status and priority.
2

View

Opens Assignment Detail with the full task, status controls, visit timeline, notes and proof.
3

Delete

Deletes the assignment and reloads the list. View and Delete are exposed as assignment actions on Android.

Assignment Detail

Manager-side review of the complete field-task lifecycle.

Task Detail

Task, customer, phone when available, Sales Person, priority, due date, purpose, collection amounts and internal notes.

Status

Assigned, In Progress, Completed and Cancelled controls.

Visit Timeline

Recorded check-in/check-out visit activity for the assignment.

Notes & Proof

Review visit notes and uploaded evidence connected with the task.

Completed task behavior

Once an assignment is completed, manager status buttons are disabled and normal employee-side task changes are restricted.

Sales Person workflow

The assigned user performs the task from the Android role-task view.

1

Open Task

The Sales Person opens their assigned customer field task.
2

Start Visit

Starting creates an active visit log and changes assignment status to In Progress.
3

Record work

Add notes and proof, and complete purpose-specific work such as collection or Sales Order creation.
4

Complete Visit

Completion writes visit results and marks the assignment Completed when required validations pass.

Current task view platform

The current Sales Person RoleTaskView explicitly supports Android. Its non-Android fallback says the task view is available on Android only.

Collections and Sales Orders

These task purposes add additional completion rules.

Collection

Assignment requires a Target Collection amount. The Sales Person must enter the received collection amount before completing the visit. Manager Assignment Detail can create a receipt for a recorded collection visit.

Sales Order

The Android task view provides a Sales Order section. A Sales Order task cannot be completed until its field sales order has been created.

Visit notes and proof

Keep field evidence attached to the customer assignment.

Photo

Capture a field photo from the Android camera workflow.

Signature

Capture a customer signature and attach it to the task.

Payment Receipt

Upload JPG, PNG or PDF receipt evidence.

Document

Upload supported image, PDF, Word or Excel documents.

Visit notes

Notes are stored against the assignment and can also be associated with the active visit. Current note types include general, customer feedback, payment, follow-up, issue and final summary.

Proof ownership

Proof upload is restricted to the user assigned to the task. Completed-task rules restrict normal field-side changes after completion.

Current implementation boundaries

Source-backed limitations prevent overclaiming what Field Management currently does.

Not a geographic Field Master

The current feature stores customer work assignments. It does not create territories, plots, service zones or physical field-master records.

Do not describe it as live GPS tracking

The underlying service can accept optional latitude/longitude for visit start, but the current Android Sales Person Start Visit call does not pass coordinates. Current docs therefore do not claim automatic GPS capture, live route tracking or employee-location tracking.

No dedicated shortcut or Ctrl+F target

Current shortcut and Global Search target lists do not expose Field Management directly. Open it through Advanced Features in the sidebar.

Troubleshooting

Common conditions reflect current screen and service validation.

No Sales Person users foundCreate or activate a Sales Person user in Users Management, then reload Field Management.
Select a Sales Person userChoose an eligible active Sales Person before assigning work.
Select a customer accountChoose an available customer/account before saving.
Enter target collection amountCollection purpose requires a valid non-negative target amount.
Collection visit cannot completeEnter the received collection amount before completing the visit.
Sales Order visit cannot completeCreate the assignment's Sales Order before completing the visit.

Related setup

Field assignments depend on Sales Person users and customer/account masters already existing in the selected organization.

Account Management
Official VauPrime documentation Source-verified