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Smarter Field Access, Real-Time Visibility, and Better Order Accuracy: What’s New in SFA 7.17

Smarter Field Access, Real-Time Visibility, & Better Order Accuracy: What’s

July 14, 2025 No Comments

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Smarter Field Access, Real-Time Visibility, & Better Order Accuracy: What’s New in SFA 7.17

July 14, 2025
christina ebinezer

This latest update is centered on enhancing the three pillars that matter most: security, visibility, and operational efficiency. We’ve listened closely to the challenges faced by on-ground sales teams and backend users alike and responded with features that not only fix long-standing gaps but also elevate the day-to-day experience.

This update brings key enhancements designed to strengthen your SFA platform’s efficiency and usability:

Two factor authentication
Outlet insights
Order alerts
A modern UI
Multi-UOM

Now, Let’s take a closer look at what’s new and explore the value they unlock for your business.

Configuration to Enable/Disable Two-Factor Authentication for SFA Users

Sales team often share their device and Logins to save time. Misplaced device, weak passwords, or app re-installs can easily lead to unauthorized access, exposing sales and distribution data.

To strengthen account security, Botree SFA now supports configurable two-factor authentication (2FA) using OTP (One-Time Password). Only verified users can access the app, especially when logging in from a new device or reinstalling.

How This Benefits Your Business

Reduces risk of unauthorized logins

Aligns with modern security standards

Strengthens user accountability and admin control

Protects sensitive data across users, devices, and regions

Enhances trust and reliability in your digital field infrastructure

How It Works

Admins can enable or disable two factor authentication (2FA) and choose preferred OTP delivery method—Email, SMS, or both.

OTP gets triggered based on the configurable conditions like first login of the day, device change, app reinstallation, or custom intervals.

The app supports SMS-based OTP auto-detection, with a 5-minute validity timer clearly displayed to the user.

Users are allowed up to two OTP resend attempts; beyond that, they must restart the login process.

The login interface has been enhanced with:

-Partially masked contact details for privacy
-Retry limits to prevent misuse
-Real-time OTP validation, including instant feedback for incorrect entries

Example in Action

A salesperson reinstalls the app on a new phone. With 2FA enabled, the system detects the device change and sends an OTP to their registered email and mobile. Access is granted only after verification—keeping sensitive data safe.

Retailer Dashboard Enhancement

Sales Team often operate with limited outlet-level visibility, unable to see order history, target achievement, or MSL compliance. This slows down performance tracking and leads to missed opportunities in execution.

To enable sharper, data-led planning, Botree SFA introduces a redesigned outlet information screen that gives your sales team the insights they need, right where they need them.

How This Benefits Your Business

Enables data-driven outlet-level planning

Improves sales execution visibility across the hierarchy

Supports target tracking and MSL compliance enforcement

Enhances decision-making with real-time, structured insights

How It works

A new tabular view (V1) is now available, displaying:
-Last Order Taken Details (Date, Order Value, Order Lines, Order Status)
-MTD Target vs Achievement (TvsA)
-MSL Adherence (Month, Target, Achievement, Adherence %)

Enable outlet info view configuration allows clients to check between existing default view and new V1 tabular layout.

Example in Action

A supervisor reviewing a key outlet can now instantly see that the last order was placed 10 days ago, the MTD target is underachieved by 20%, and MSL adherence is below 75%. With this view, immediate action can be taken to boost compliance and sales.

Notification to Salesman for Retailer App orders

To enable sharper, data-led planning, Botree SFA introduces a redesigned outlet information screen that gives your sales team the insights they need, right where they need them.

How This Benefits Your Business

Enables data-driven outlet-level planning

Improves sales execution visibility across the hierarchy

Supports target tracking and MSL compliance enforcement

Enhances decision-making with real-time, structured insights

How It works

A new tabular view (V1) is now available, displaying:
-Last Order Taken Details (Date, Order Value, Order Lines, Order Status)
-MTD Target vs Achievement (TvsA)
-MSL Adherence (Month, Target, Achievement, Adherence %)

Enable outlet info view configuration allows clients to check between existing default view and new V1 tabular layout.

Example in Action

A retailer places an order via the Botree Retailer App late in the evening. The next morning, the salesman is notified instantly through SFA—without needing to check with the distributor—allowing for prompt acknowledgment and proactive follow-up.

White Theme Implementation

Coffee-themed often felt outdated and inconsistent with the design standards users experience in other business applications. This impacted user engagement, reduced readability, and diminished the overall perception of the app’s quality.

To modernize the interface and improve usability, Botree SFA now features a refreshed white theme, aligning with the latest UI/UX design principles. The update introduces a cleaner, brighter layout that enhances screen contrast, ensures visual consistency, and delivers a more intuitive experience for everyday tasks.

How This Benefits Your Business

Delivers modern, user-friendly interface

Improves overall user satisfaction and usability

Aligns your app with competitor-grade UI standards

Boosts adoption and ease-of-use across teams

How it works

The coffee theme is replaced with a white theme across all major screens

UI is built to match customer expectations and align with industry design standards

Example in Action

A salesman using the updated app now interacts with a cleaner interface, with improved contrast and modern layouts, making daily tasks like order entry or checking targets faster and more visually intuitive.

Purchase order (PO) in Multiple Units of Measure (UOMs)

PO creation was restricted to a single Unit of Measure (UOM), making it difficult to manage bulk or multi-pack products efficiently. This often resulted in inaccurate entries, inconsistent data between SFA and DMS, and increased coordination effort with distributors.

To improve ordering accuracy and operational flexibility, Botree SFA now supports multiple UOMs for MDSR users during PO creation. This update ensures seamless data integration with DMS, reduces manual errors, and allows users to specify exactly how each item is ordered.

How This Benefits Your Business

Enables accurate and flexible PO creation

Reduces manual adjustments and order errors

Improves integration and consistency between SFA and DMS

Enhances operational efficiency for MDSRs managing varied product types

How it works

Multiple UOM selection is now supported during PO creation for MDSRs

The PO and PO Summary screens have been updated to display and handle selected UOMs

All captured UOM details are synchronized with the Enterprise DMS, ensuring data consistency

UOM fields are clearly visible and editable where required

Note: This feature is currently enabled only for MDSR users and may not function for DSRs or company users

Example in Action

An MDSR placing an order for a product available in both cartons and single units can now specify the exact UOM for each item. The same information reflects accurately in the DMS eliminating the need for manual conversions or clarifications later.

Final Thoughts

Each enhancement in this release was designed with a clear objective: to simplify complexity, improve visibility, and build a more secure and responsive SFA experience. From safeguarding user access with two-factor authentication to offering real-time retailer order alerts, smarter outlet insights, and flexible PO handling these upgrades are not just feature updates. They’re operational enablers.

We’re rethinking how everyday sales and distribution tasks are executed ensuring field teams are more informed, connected, and in control. This release helps your teams work smarter, respond faster, and sell better.

As your field operations evolve, your SFA must keep pace, and this update is a major step.

About the Author

Meet Christina Evangelin Ebinezer, our dynamic marketing associate at Botree Software. With a background in HR and marketing, and prior experience as a content writer, Christina brings a sharp eye for storytelling and a knack for crafting engaging blogs and marketing content. She’s passionate about turning ideas into words that drive impact. Outside of work, Christina finds joy behind the piano keys or the wheel—whether she’s playing a soulful tune or cruising down open roads.

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Smarter Field Access, Real-Time Visibility, & Better Order Accuracy: What’s New in SFA 7.17

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Configuration to Enable/Disable Two-Factor Authentication for SFA Users

How This Benefits Your Business

How It Works

Example in Action

Retailer Dashboard Enhancement

How This Benefits Your Business

How It works

Example in Action

Notification to Salesman for Retailer App orders

How This Benefits Your Business

How It works

White Theme Implementation

How This Benefits Your Business

How it works

Example in Action

Purchase order (PO) in Multiple Units of Measure (UOMs)

How This Benefits Your Business

How it works

Example in Action

Final Thoughts

About the Author

Christina Evangelin Ebinezer

Marketing Associate

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