Using Recent Products in SalesRep
Purpose and scope
Within each customer’s account, there is a Recent Products tab. The tasks you can complete from within this tab are:
View all products that have been purchased recently
View full product details in product catalogue for recently purchased products
Create an order 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
Assumption
You are logged into SalesRep.
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 Recent Products
Click Recent Products in the top menu bar. This opens a list of the customer’s recently purchased products.
Action 1: Create order
Action 2: Add products to existing order
If you have an active open order, a list of recently purchased products are displayed with Qty fields.
Add products to the order by increasing the Qty fields. Follow steps to place your order.
Action 3: View in catalogue
Remember that you must have at least one open order before you can view your recent products in the catalogue.
Click View in catalogue. This opens the product catalogue with your recent products displayed as a list. Within product catalogue, you can view detailed information, images, purchase history and more about the recently purchased product.
Action 4: Download latest
Click Download Latest. This downloads the latest recent products data from your ERP.
