Quick start by role

Field sales representative

1. Install Field on your device (see the Field installation topics in this guide).
2. Sign in and complete the initial synchronisation.
3. Review your agenda and planned visits (see Visit Execution).
4. Execute visits: check in, complete tasks, and capture orders (see Visit Execution).

Telesales / office user

1. Open Consumer Goods and familiarise yourself with Accounts and how your team structures customers.
2. Use web order capture or supported ordering journeys for your role (see Order Capture).
3. Add visit or route planning steps only if your organisation assigns those tasks to you.

Administrator

1. Complete the installation steps (see Installation & Admin Setup).
2. Configure company settings (see Company Configuration).
3. Set up user profiles and permission sets (see User Setup).
4. Configure products, pricing, and assortments.

Trade marketing

1. Start with Trade Planning and trade promotions: use the Promotion Builder and related tools (see Trade Promotion Management).
2. Align with account teams on calendars, tactics, and funded activities using the promotion calendar and planning views.

Key account manager

1. Open the Key Account Management application area for joint business planning and account-level performance.
2. Connect account plans to promotions and financial views as described in the Key Account Management topics.

Developer / integration partner

1. Review the Pricing API and Ecommerce API sections (see Aforza Cloud).
2. Install Aforza Cloud and configure API credentials.
3. Follow the Typical Order Capture Flow for integration patterns.