Purpose and scope
Within each customer’s account, there is a Favourites tab. Provided you have an active open order, the tasks you can complete from within this tab are:
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View all products that have been marked as Favourites in the catalogue
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Filter by Rep Favourites (marked with yellow star) or Customer Favourites. Customer Favourites are listed if you have WebShop and your customer has added their Favourites using WebShop.
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View full product details in product catalogue for products marked as Favourites
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Create or add to existing order
The purpose of this feature guide is to provide a step by step guide to how to carry out these tasks.
Introducing terms and concepts used in this article
|
Term |
Definition |
|---|---|
|
Customer |
a client of the merchant. |
|
Enterprise resource platform |
(ERP), a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform. |
|
Merchant |
a company who uses Experlogix Digital Commerce Platform. |
Step by step
Assumptions
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You are logged into SalesRep.
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You have an active open order. An active open order is displayed in the blue menu bar at the top of each screen, as shown:
Open customer account
Open
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Click Accounts in the side menu. This opens your customer list.
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Find the customer whose account you wish to open, either by browsing the customer list or using the search facility.
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Click on the customer’s name to open the account.
Select Favourites
Select
Click Favourites in the top menu bar. This opens a list of products that have been marked as Favourites.
Action 1: View or filter Favourites
View or filter
View a full list of Favourites, or filter by Rep or Customer Favourites. Rep Favourites are identified with a yellow star. Customer Favourites are listed if you have WebShop and your customer has added their Favourites using WebShop.
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Action 2: Add products to existing order
Add
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If you have an active open order, products marked as Favourites are displayed with Qty fields.
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Add products to the order by increasing the Qty fields. Follow steps to place your order.
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Action 3: View in catalogue
View
Click View in catalogue. This opens the product catalogue with a list of products marked as Favourites. Within product catalogue, you can view detailed information, images, purchase history and more about the product.
Action 4: Download latest
Download
Click Download Latest. This downloads products that have been marked as Favourites from your ERP.
