Using Favourites in SalesRep
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:
View all products that have been marked as Favourites in the catalogue
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.
View full product details in product catalogue for products marked as Favourites
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
You are logged into SalesRep.
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
Click Accounts in the side menu. This opens your customer list.
Find the customer whose account you wish to open, either by browsing the customer list or using the search facility.
Click on the customer’s name to open the account.
Select Favourites
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 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
If you have an active open order, products marked as Favourites are displayed with Qty fields.
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
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
Click Download Latest. This downloads products that have been marked as Favourites from your ERP.
