Quick Start — Mobile SFA
Mobile Sales Force Automation for Perfex CRM — territories, routes, visits, orders, and collections via REST API
5-minute Quick Start
Follow this short path the first time you use Mobile SFA:
- Activate — Setup → Modules → activate Mobile SFA (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Mobile SFA → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Full how-to guide (from module package)
The steps below come from the module author's printable guide — follow them in order for best results.
HOW TO USE — Mobile SFA for Perfex CRM (v1.0.0)
Author: Nasbix Technologies
1) INSTALLATION
- Extract the purchased ZIP.
2. Upload the "mobile_sfa" folder to:
/modules/mobile_sfa
- Login to Perfex CRM Admin.
4. Go to: Setup → Modules
- Find "Mobile SFA" and click Activate.
- Database tables and options are created automatically.
7. Assign permissions:
Setup → Staff → Roles / Permissions → Mobile SFA capabilities
2) FIRST-TIME SETUP
1. Open: SFA (sidebar) → Settings
2. Configure:
- Enable Mobile API
- Require device approval
- Session TTL / PIN length
- GPS / geofence options
- Orders sync target (invoice or estimate)
- Collections auto-sync + default payment mode
- Webhooks / push notifications (optional)
- Save settings.
3) DAILY WORKFLOW (ADMIN)
A. Master data
- SFA → Territories → create territory → assign clients
- SFA → Sales Reps → link staff + employee code + PIN
- SFA → Devices → approve pending devices
B. Field operations
- SFA → Routes → create daily beat / use templates
- SFA → Visits → monitor check-ins, map, activity
- SFA → Orders → review submitted orders → sync
- SFA → Collections → review payments → sync / PDF receipt
C. Insights
- SFA → Dashboard
- SFA → Executive Reports
D. Integrations (optional)
- SFA → API Keys
- SFA → Webhooks
4) MOBILE API
Base URL: {your-site}/mobile_sfa/api
Login example:
POST /mobile_sfa/api/auth/login
Content-Type: application/json
{
"employee_code": "REP-0001",
"pin": "1234",
"device_uuid": "unique-device-id",
"platform": "android",
"app_version": "1.0.0"
}
Use the returned token as:
Authorization: Bearer {token}
5) UNINSTALL
1. Setup → Modules → Deactivate Mobile SFA
2. Click Uninstall
3. Removes all msfa_* tables, options, and uploads/mobile_sfa/
4. Core Perfex CRM data is kept
6) SUPPORT
Open documentation/index.html
Include Perfex version, PHP version, and msfa_db_version
Author: Nasbix Technologies
Screens map — what each menu is for
These are the admin screens registered by Mobile SFA. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Dashboard | admin/mobile_sfa | How to use |
| 2 | Sales Reps | admin/mobile_sfa/mobile_sfa_sales_reps | How to use |
| 3 | Territories | admin/mobile_sfa/mobile_sfa_territories | How to use |
| 4 | Mobile Devices | admin/mobile_sfa/mobile_sfa_devices | How to use |
| 5 | Visits | admin/mobile_sfa/mobile_sfa_visits | How to use |
| 6 | Routes & Beats | admin/mobile_sfa/mobile_sfa_routes | How to use |
| 7 | Orders | admin/mobile_sfa/mobile_sfa_orders | How to use |
| 8 | Collections | admin/mobile_sfa/mobile_sfa_collections | How to use |
| 9 | Executive Reports | admin/mobile_sfa/mobile_sfa_reports | How to use |
| 10 | Webhooks | admin/mobile_sfa/mobile_sfa_webhooks | How to use |
| 11 | API Keys | admin/mobile_sfa/mobile_sfa_api_keys | How to use |
| 12 | Settings | admin/mobile_sfa/mobile_sfa_settings | How to use |
Related: How to Install · Features · FAQ & Tips