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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

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


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