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For the Sales Representative to use the Sales Management Portal Offline, they first need to select the Customers, Prospects and Products to be made available when the system enters the Offline mode. You can use the Offline Configurator to perform this task. Thus, before the network connection drops, the system reads and saves the records entered by the sales representative to the local storage of the device. When the system enters Offline mode, the data required for viewing Customers and registering Sales Orders will be available even without a server connection.

To make selecting records easier, the Offline Configurator allows a prior filtering of Customers/Prospects/Products before selecting and saving records, as shown in the example below:

For further information, access the specific Offline Configurator page.