Fieldmobi ERP Starter Pack Roll Out Roadmap

Fieldmo's
Road to Growth

Follow Fieldmo's roadmap for fastest, most efficient way to digitize your business, reduce errors and scale your operations!

Level 1

Level 2

1. Sign into the Dashboard

3. Set up Basic Regions & Departments

Attendance & Beeline is Live!

7. Install the Android/iOS App

Sales & Customer Management Live!

Sales Orders with Planning Live!

Level 3

Purchase Order with Planning Live!

Service Management Live!

Level 4

Level 7

Level 6

Level 5

Level 8

Accounts Receivables Live!

Expense & Claims Live!

Asset Management Live!

Material Management Live!

Accounts Payables Live!

Smart Bookkeeping & Other Financials Live!

MIS Live!

2. Create an Organization Account

4. Add Locations & Partners

5. Add Teams, Users & Projects

6. Add Workforce

1. Review/Add Customers

2. Add Revenue Classification

1. Review/Add Vendors

2. Add Purchase Classification

2. Upload Opening Stock

1. Review/Add Products

1. Review/Add Asset Categories

2. Upload Existing Assets

1. Add Expense Classification

2. Add Cash Banks

3. Add Outstanding Employee Claims

4. Add Outstanding Customer Invoices

5. Add Outstanding Vendor Invoices

1. Review/Add Charge Codes

2. Review/Add Cash Banks

3. Upload Open Control Balances

4. Upload Open Financial Balances (GL)

1. Management Review

Upgrade as you Grow

3. Add Products & Services

3. Review Products & Services

Level 1

1. Sign in to the Dashboard

Go to portal.fieldmobi.com to register and log in

3. Set up Regions & Departments

Set up Departments and Regions within your organization to manage visibility and access to data and modules

4. Add Locations & Partners

Add and manage business locations such as offices and factories with coordinates and business partners such as vendors and customers

2. Create an Organization Account

Create your Organization's Fieldmobi account. If you are an Admin, the account will automatically be created on the mobile application as well.

5. Add Teams, Users & Projects

Create Teams to assign activities and Projects to group activities together. Then add users and add them to the teams.

6. Add Workforce

Add your workforce information and mark if you want to capture attendance for them so they get End User access

7. Install the App

Download and install the Fieldmobi app:

Attendance & Beeline is Live!

Learn more about 🧑‍💼 Workforce Management

Level 2

1. Review/Add Customers

Go to the Customer Accounts module under the Sales and Customer Management application to view customers previously created in the Business Partners module. You can also create new customers using the Create New or Bulk Upload option.

2. Add Revenue Classification

Create categories to manage how revenue will be grouped together. This will determine how to orders balances are shown in the Monthly Order Summary as well as how the Smart Bookkeeping Modules will be updated.

Fieldmobi Dashboard - List View Zoomed in

3. Add Products & Services

Select the Products and Services module in the Masters and Setup application. Use the Create New or Bulk Upload option to create a product, service category, or asset category. Make sure to add the Revenue Category to each item.

Sales & Customer Management Live!

Sales Orders with Planning Live!

Learn more about 🎯Sales & Customer Management and💸Orders & Receivables

Level 3

1. Review/Add Vendors

Go to the Vendor Accounts module under the Purchase and Vendor Management application to view vendors created earlier in the Business Partners module. You can also create new vendors using the Create New or Bulk Upload option. Alternatively, use the Add a Vendor Account module in the mobile application to create a vendor account.

2. Add Purchase Classification

Create categories to manage how purchases will be grouped together. This will determine how to orders balances are shown in the Monthly Vendor Summary as well as how the Smart Bookkeeping Modules will be updated.

3. Review/Add Products & Services

Purchase Orders with Planning Live!

Service Management Live!

Learn more about 🛒Purchase and Payables and👩‍🔧Service Management

Level 4

1. Review/Add Products

Under the Material Management application, use the Product Master module to view products previously created in the Products and Services module in Masters and Setup, or create new products using the Create New or Bulk Upload option. Alternatively, in the mobile application, use the Add a Product module to create a product by scanning the vendor part number and capturing an image.

2. Upload Opening Stock

Before you can start using the Material Management modules, you'll need to add you opening stock. This is how the system will now how much stock you currently have. Go to the Opening Stock and Inventory Setup module and Bulk Upload you stock balances. This setup requires details such as product code, stock condition, value, quantity, location, storage, partner, and workforce.

Material Management Live!

Learn more about 📦Material Management

Level 5

1. Review/Add Asset Categories

In the Asset Category module under the Asset Management application, you will be able to view asset categories that were previously created in the Products and Services. To add new categories, use click on Create New or the Bulk Upload to create multiple categories at once.

2. Upload Existing Assets

In the Asset List, you can Bulk Upload your existing assets with details such as the asset tag, condition, location, storage, parent asset, and more. Assets should be created under their respective asset categories defined earlier.

Asset Management Live!

Learn more about 🔖Asset Management

Next Steps

🍣
Starter

A set of AI-customizable and easy-to-setup ERP applications that make for the perfect first course in your digitization journey

As your business grows you can add more advanced, specialized modules from our À La Carte menu

🍽️
À La Carte

Select applications from our complete menu ranging from simple to advanced to fill in the gaps in digitization

📦 Supply Chain

Production Management:

🔥Production & Assembly

🔥Assembly with Serialized

Components

🔥Production Issue Management

🔥Production Team Management

🔥Custom Inspection Form for

Production

Material Management:

🔸Stock Capture

🔸Inventory Management

🔸Inventory Management for

Serialized Items

⚡Warehouse Management

⚡Shrinkage Tracking and Analysis

🔥Batch, Property and Expiry-wise

Inventory Management

🔥Warehouse Team Management

Freight & Cargo:

🔸 Cargo Packing & Tracking

⚡Freight Management

⚡Gate Operations

🔥Delivery Team Management

🔥Delivery Issue Management

🔸Basic

⚡Intermediate

🔥Advance

🎯 Sales & Customer

Management

Lead & Enquiry Tracking:

🔸Lead Management

🔸Enquiry Management

🔸Order Management

🔥Sales Team Management

CRM:

⚡Account Management

⚡Customer Complaints

& Resolution

🔥Customer Feedback &

Acceptance

Order Fulfilment:

⚡Order Fulfilment

💰 Accounting

🔸Financial Document Capture

⚡AR, AP, GL and Cashbank

🛒 Purchase &

Vendor

Management

🔸Vendor Management

🔸Requisition Tracking

⚡Procurement

🧑‍💼 HR & Admin

HRMS:

🔸Field Workforce Status &

Timesheets

🔸Field Expense Reporting

🔸Attendance Reporting

⚡Leave & Roster

⚡Team & Task Management

🔥Payroll Generation

Administration:

🔸Field Data Collection
⚡Document Management
⚡Internal Issue Management
🔥Internal Inventory Management

👩‍🔧 Field Operations

Service Management:

🔸Service Activity Management

⚡Service Team Management

🔥Field Inventory Management

🔥Project Management

Asset Management:

🔸Fixed Assets

🔸Moveable Assets

⚡Component Assets

⚡Installable Assets

⚡Asset Issue Reporting and Repair

🔥Custom Asset Inspection Forms

🔥SIM Cards and Telecom Assets

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45 min
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Fieldmo's Road to Growth

Level 1

Level 2

Level 3

Level 4

Level 5

Next Steps

🍣 Starter

🍽️ À La Carte

📦 Supply Chain

Book a Demo

Book a Session

Fieldmo's
Road to Growth

🍣
Starter

🍽️
À La Carte