# Customer Check Ins

<p class="doc-lead">Customer Check-In verifies field sales visits using live GPS against saved customer locations in the FreeSpace ERP Field Sale App.</p>

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<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/sales/customer-checkins?id=overview">Overview</a>
<a href="#/sales/customer-checkins?id=how-it-works">How it works</a>
<a href="#/sales/customer-checkins?id=location-setup">Location setup</a>
<a href="#/sales/customer-checkins?id=checkin-list">Check-in list</a>
<a href="#/sales/customer-checkins?id=faq">FAQ</a>
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<hr class="doc-section-divider">

<h2 id="overview">Overview</h2>

Customer Check-In ensures that sales representatives physically visit the customer’s location during their sales activities.  
- The system verifies the salesman’s **live GPS location** at the time of check-in.  
- Main use case: **Field sales team using the FreeSpace ERP mobile app**.  
- Supports accurate sales tracking and accountability.  

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<h2 id="how-it-works">How Customer Check-In Works</h2>



1. **Salesman Visits Customer Location**  
   - On the day of the visit, the salesman goes to the assigned customer’s location.  

2. **Open Customer in App**  
   - In the **FreeSpace ERP Field Sale App**, the salesman selects the customer record.  

3. **Click "Check-In" Button**  
   - The app provides a **Check-In button** for the customer.  
   - Once tapped, the app will:  
     - Fetch the salesman’s **current live GPS location** from the mobile device.  
     - Compare it against the **saved location (latitude & longitude)** of the customer.  

4. **System Validation**  
   - If the salesman’s location is within the **defined boundary/geofence** of the customer, the check-in is marked as valid.  
   - The system logs the entry in the **Customer Check-In List**.  

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<h2 id="location-setup">Customer Location Setup</h2>



- Customer location must be predefined to enable proper check-in validation.  
- Can be set from:  
  - **Web** → By entering coordinates manually.  
  - **App** → Using *Update Location* (captures live GPS) and *Save Location* (saves as customer’s permanent location).  

<h3>Auto Customer Checkin options</h3>



- Auto customer checkin on invoice / receipt creation can be done in user settings.
- If **Auto customer checkin on invoice / receipt creation** option is enabled for a user, the system will automatically perform customer check-in whenever the salesman creates an invoice or receipt voucher, without requiring manual check-in.

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<h2 id="checkin-list">Customer Check-In List</h2>



All check-ins are stored for monitoring and reporting.  

**Captured Fields:**  
- **Date** → Check-in date  
- **Customer** → Customer name  
- **Employee** → Salesman name  
- **Difference (m)** → Distance between salesman’s live location and saved customer location  
- **Notes** → Optional remarks  

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<h2 id="benefits">Benefits of Customer Check-In</h2>



- Ensures **authentic visits** by sales representatives.  
- Provides **location-based tracking** for customer visits.  
- Increases **accountability** and reduces false reporting.  
- Supports better **sales performance evaluation**.  


<b>CHECKIN LIST</b>
<img src="sales/images/checkin1.webp" alt="Checkin1" loading="lazy">

<b>CREATE NEW CHECKIN</b>
<img src="sales/images/checkin2.webp" alt="Checkin2" loading="lazy">

<b>CHECKIN IN FREESPACE ERP SALE APP</b>

<div style="text-align:left;">
<img src="sales/images/checkin-1.webp" alt="Checkin 1" loading="lazy" width="300; height:auto;">
</div>


<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<b>What is Customer Check-In?</b><br>
Customer Check-In is a feature that verifies whether a salesman physically visited the customer location using live GPS tracking.

<b>What is the purpose of Customer Check-In?</b><br>
It helps ensure authentic customer visits, improves accountability, and supports field sales tracking.

<b>Who mainly uses the Customer Check-In feature?</b><br>
The feature is mainly used by field sales employees through the FreeSpace ERP mobile app.

<b>How does Customer Check-In work?</b><br>
The system captures the salesman’s live GPS location during check-in and compares it with the saved customer location.

<b>How can a salesman perform customer check-in?</b><br>
The salesman opens the customer in the FreeSpace ERP Field Sale App and clicks the **Check-In** button.

<b>What happens when the Check-In button is clicked?</b><br>
The app fetches the salesman’s current GPS location and validates it against the customer’s saved location.

<b>What is geofence validation in Customer Check-In?</b><br>
The system checks whether the salesman is within the allowed customer location boundary before marking the check-in as valid.

<b>What happens if the salesman is outside the customer location boundary?</b><br>
The check-in may fail validation or show a higher location difference based on system configuration.

<b>Why is customer location setup important?</b><br>
Customer location must be saved in the system for accurate GPS-based check-in validation.

<b>How can customer location be updated?</b><br>
Customer location can be updated through the web or mobile app using live GPS capture.

<b>What is the purpose of Update Location in the app?</b><br>
Update Location captures the customer’s current GPS coordinates from the mobile device.

<b>What does Save Location do?</b><br>
Save Location stores the captured GPS coordinates as the customer’s permanent location.

<b>What is Auto Customer Check-In?</b><br>
Auto Customer Check-In automatically checks in the salesman during invoice or receipt creation.

<b>How can Auto Customer Check-In be enabled?</b><br>
It can be enabled from the user settings using the option **Auto customer checkin on invoice / receipt creation**.

<b>What happens when Auto Customer Check-In is enabled?</b><br>
Whenever the salesman creates an invoice or receipt voucher, the system automatically performs customer check-in.

<b>Is manual check-in required when Auto Customer Check-In is enabled?</b><br>
No. Direct manual check-in is not required if auto check-in is enabled.

<b>What details are stored in the Customer Check-In List?</b><br>
The system stores check-in date, customer name, employee name, location difference, and notes.

<b>What does Difference (m) mean in Customer Check-In?</b><br>
Difference (m) indicates the distance between the salesman’s live GPS location and the saved customer location in meters.

<b>Can notes be added during check-in?</b><br>
Yes. Optional remarks or notes can be added during the check-in process.

<b>What are the benefits of Customer Check-In?</b><br>
It improves visit authenticity, location tracking, employee accountability, and sales performance monitoring.

<b>Can management monitor salesman visits through Customer Check-In?</b><br>
Yes. All check-ins are stored in the system for reporting and monitoring purposes.

<b>Why is GPS required for Customer Check-In?</b><br>
GPS is required to verify the salesman’s live location during customer visits.

<b>Can Customer Check-In work without customer location setup?</b><br>
No. Customer location must be configured for proper location validation.

<b>Can Customer Check-In be done from the web application?</b><br>
Customer location setup can be done from the web, but actual live GPS check-in is mainly performed through the mobile app.