Sales order processing in SalesRep

Feature list

Compile your order

• Browse catalogue and use "Add to Cart" button 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.

Read Placing an order in SalesRep for more information.

Additional features that support sales order processing in SalesRep

During the sales order process, your users can

• Set minimum selling prices

• Check purchase history information

• Confirming an order using customer signatures

Once the order has been placed, your customer receives an automatic email with their order details. Additionally, you can:

• View whether your orders have been successfully submitted to your ERP

• View, print and email commercial documents