SalesRep feature sets

SalesRep is a mobile application designed for tablet. It is a B2B sales app, designed and developed by Experlogix Digital Commerce, to help your field sales team sell smarter. SalesRep runs on high specification Android and Apple tablets.

Designed with a simple interface, it allows your field sales team or in-store assistant access to your product catalog, place orders and manage customer relationships in an efficient and timely way.

Built on top of Digital Commerce Platform, and integrating with your ERP, it comes packed with many feature sets offering you a vast array of functionality. As standard, we support integration with many ERPS. Read Our platform and your ERP for a full list of ERPs that we integrate with.

SalesRep is SaaS product

SalesRep is a SaaS product.

This means that it includes all of the support, regular feature updates, and security monitoring required so that no customer is left behind on older, insecure software and you can concentrate on your core business function.

Of course you can still opt for additional professional services to help you with extensions, migration and roll-out.

Content management

Account management

Secure logins for each sales rep. Read SalesRep: Login for more information.
Customers' Favourites are stored on Digital Commerce Platform, so they are restored when you reopen that customer’s profile in SalesRep.

More information

When you login, it takes time to sync data (customers, product catalog, prices, stock and so on) between the ERP and SalesRep. This means that you have a local copy of this data, which allows you to work offline if you need to.

Catalog management

Product configuration

Display multiple product images

Display a maximum of 4 images per product. Additionally, one image can be displayed for each option that a product has. Product images can be easily managed through the Management Interface.

Include product options

Product options can be imported and displayed. A product option is a variation of a particular product, which the customer can choose when they buy the product. The product options are displayed on the product details screen, For example, a pair of shoes could have 5 size options and 4 colour options.

Display pack sizes

Pack sizes can be imported and displayed. A product pack size contains the number of items within one pack of a product. The product pack size is displayed on the product details screen, in search results and in your cart. For example, one box (pack) of chocolate bars could contain 36 bars.

Search and filter

Barcode scanner

Includes a barcode scanner to easily locate products
Supports many barcode types including EAN (International Article Number), UPC (Universal Product Code) and QR code.

A barcode is a symbology (or encrypted terminology) that contains information about a particular item; in this case, it contains information about your many different products. There are many different barcode types - each type having different pros and cons.

Read Using barcode scanner in SalesRep and Adding barcode support to the platform for more information.

Self-service options

Managing customer relationships and orders made easier with:
- Secure login
- View your sales data on the dashboard. See SalesRep: Dashboardfor more information.
- Upload customer list, direct from you ERP
- Search, filter and sort customer list
- Browse the product catalog, which can be customer-specific
- View orders list
- View messages which have been sent from head office. See SalesRep: Messages for more information.

Once you've selected a specific customer, you can:
- Account details - view a customer's account details (including credit control status and balance) and map their location
- Compile orders when offline
- View, search and filter order history for that customers
- View statements
- View recently ordered products
- Store Favourites in Digital Commerce Platform.

Favourites are not synced with your ERP.

Sales order processing

Compile order
Within SalesRep, there are a variety of ways that your customers can compile and place an order. These are:
- Browse catalog and use "Add to Cart" to add products to the cart
- Users can compile orders while offline
- Compile orders using a variety of options
Checkout

Once the order is ready to be submitted, extra features support efficient business processes:

Check prices to obtain the latest prices from your ERP prior to placing the order
Request online signature to confirm order
Add contact and delivery details

Finally, the order is placed into your ERP in real-time.

Features that support sales order processing

During the sales order process, your users can check their customer's prior purchase history to have an informed discussion about product pricing.

Once the order has been placed, the following features support sales order processing:

Automatic email sent to your customers with order details once it has been placed
Verify that an order has been successfully submitted to your ERP in Management Interface
View, print and email commercial documents

Read Sales order processing in SalesRep for more information.

Pricing

Display pricing in multiple currencies.

Your customer's currency is retrieved from your ERP in real time when at login and any prices are displayed in that currency. Should you update that customer's currency in your ERP, that change is reflected at the next login.

Enforce minimum product pricing.

Set up minimum product pricing in your ERP which is imported and enforced when your sales rep creates an order.

Configure and use customer-specific pricing

Configure and manage your pricing in your ERP, and import these customer-specific pricelists (also referred to as selling bands or price slots) into SalesRep. Typically, you set up pricelists / selling bands and assign customers to them according to your business processes. Once you have created the order, you can apply additional discounts for each customer.

When you are online, ERP calculated prices are obtained for each customer at login. These prices are re-calculated in real-time during checkout. When you are offline, a default selling band is used to determine initial pricing for a particular order.

Place a quotation

Place a quote into your ERP in real-time during Checkout. View the saved quote in WebShop under Quotations.

Supported on some but not all ERPs. Contact us for more details.

Display quantity break

Configure quantity breaks (bulk discounts) in your ERP, which are imported and displayed on the detailed product screen with display of a From price where quantity break is enabled. Quantity breaks can be configured to all or a subset of customers.

View your customer's credit limits
View your customer's purchase history