My DSR

1. Sales Visit Management (DSR & Beat)

I want to view my assigned visits (Beats) in the "My DSR" section of my mobile app so that I can efficiently navigate to the party location and place orders.

• The app must display a daily list of assigned visits (referred to as Beat Assigned).
• Each visit record should include party details (name, address, and contact).
• Users must be able to initiate an "Sale Order" workflow directly from the visit detail screen.
• The system should update the visit status to "Completed" once the order is successfully submitted.

2. Party Onboarding (Mobile Entry)

I want to add a new party directly from my mobile device using a form identical to the web version so that I can onboard new clients while in the field.

Acceptance Criteria:

• The "Add Party" mobile form must contain all mandatory fields found in the Web Master.
• The user should have two options upon completing the form:

1. Self-Add: Add the party directly (if permissions allow).
2. Submit for Approval: Send the party details to a senior manager for review.

• Validation must ensure no duplicate parties are created based on unique identifiers (e.g., GSTIN or Phone Number).

3. Approval Workflow (Senior/Manager View)

I want to receive new party requests in my Inbox so that I can review and Onboard them into the central Party Master.

Acceptance Criteria:

• All pending party requests from subordinates must appear in the manager's "Pending Approvals" inbox.
• The manager must be able to Approve (Onboard) or Reject the request with comments.
• Once approved, the party must instantly sync and appear in the global Party Master list for all relevant users.