Your SalesRep Questions, Answered!

SalesRep is a cloud-based product designed for tablet. It is a B2B sales app, designed to help your field sales reps and in-store assistants to Sell Smarter! It is designed with a simple interface that allows your team carry out their tasks in an efficient and timely way. SalesRep operates either online or offline.

Once you have set up Digital Commerce Platform, it is straightforward to deploy a SalesRep app.

SalesRep is a SaaS product

SalesRep is a SaaS product.

This means that it includes all of the support, regular feature updates, and security monitoring required so that no customer is left behind on older, insecure software and you can concentrate on your core business function.

Of course you can still opt for additional professional services to help you with extensions, migration and roll-out.

SalesRep is a sales tool that allows your team to Sell Smarter! This means that your staff can review or place orders in your ERP in real-time, conduct sales negotiations based on past sales with a particular customer and manage their customer accounts wherever and whenever they want to. Its key features are:

Account management: customer accounts can be managed from your ERP and synced regularly with SalesRep. A full or segmented list of customers is provided to your sales reps.

Centralised product catalogue: provide full or customer-specific catalogue with up to date prices to your sales reps, which is managed in your ERP, and synced regularly with SalesRep.

Sales order processing: Your sales rep can compile orders in different orders, negotiate with their customers based on past sales, and place orders made into your ERP in real-time. 

Order management: Your sales rep can have a list of open orders for different customers saved within SalesRep, so you can start an order at one time and finish it some time later. 

SalesRep comes with a host of standard features. Click here for a list of standard features.

SalesRep is an app that you can download from Android play store or Apple App Store.

Consisting of a side menu and a main content body, it provides you with options to place orders directly into your ERP in real-time, view transaction and order history, manage your customer accounts and more while you are on the go.

Read Understanding SalesRep screen layouts for more information.

No. SalesRep is a B2B sales tool aimed to support sales representatives, van sales representatives and in-store assistants.

SalesRep is offered as an app, which each of your sales reps downloads from the Android Play store. Once downloaded, we will work with you to create SalesRep logins so your sales reps can access its great functionality!

SalesRep is offered as an app, which each of your sales reps downloads from the Apple App store. Once downloaded, we will work with you to create SalesRep logins so your sales reps can access its great functionality!

Contact us to get your hands on SalesRep.

The Digital Commerce Platform connects to your ERP through a set of web services, which are deployed on the same server as your ERP. SalesRep is an additional product that is built on top of the Digital Commerce Platform. Consequently, SalesRep takes advantage of the existing integration between Digital Commerce Platform and your ERP.

It can integrate with the following ERP systems:

• SAP Business One

• SAP ERP

• Microsoft Dynamics 365 Business Central

• Microsoft Dynamics 365 Finance & Operations

• Intact (xLine/vLine and iQ)

• Sage 200

• Others via API and file integration

Prices are synced regularly with your ERP. Additionally, product prices can be synced at ad-hoc times while you are online.

The latest prices are obtained prior to placing an order in your ERP for processing.

A local copy of your pricing is maintained within PocketShop, allowing your customers to create orders when they are offline. Offline prices are updated as part of a nightly import and available to your customers when they use PocketShop.

However, your customers cannot place an order unless they are online, and the latest prices are obtained prior to placing the order in your ERP for processing.

Once you checkout the order, SalesRep re-calculates the order total, and includes shipping charges as required. The order is automatically placed into your ERP; reducing duplication of work and transcription errors. 

Your customer list is managed in your ERP. You can specify whether you want your sales reps to view either the full or segmented customer list.

Sales reps can view the following customer data: customer's credit limits, credit balance, name, email address, store address, order history, statements and more.

Your product catalogue is set up in a category tree, with nested categories. The same category tree is used for both SalesRep and WebShop.

Yes, the app supports barcode scanning and makes the whole process of scanning and locating products easy, quick and efficient.

Recommendation

We recommend that you remain logged into SalesRep.

Note that SalesRep automatically locks your account after three days of inactivity; you must use your password to re-activate it. Your locally stored data is not lost if this happens.

Typically, you only need to log out of SalesRep if one of the following two events occur:

• you want to log in as another SalesRep user

• our Customer Support has requested that you log out for some reason

Logging out permanently removes all data that is stored locally, such as any open orders that have yet to be submitted or any Favourites you've saved. 

The product name, product code, description, purchase history, associated reports, up to four images, stock level and price is displayed for each product. There is a drop-down box with options available where you are using our Product with Options feature.

Purchase History contains a list of previous orders with pricing and date information. It may be helpful to your sales representatives in their negotiations with customers.

Stock levels are displayed on the product details screen. They are synced regularly from your ERP, and are re-checked prior to placing an order.

You must be online to checkout an order and for that order to be placed in your ERP.

When you checkout, SalesRep performs a real-time calculation on the items in your cart.

The order is placed into your ERP in real-time with a default status. All line items are submitted.

In the case of van sales, the order can be fulfilled immediately and a POD issued (either emailed or printed). Otherwise, delivery and billing details are captured, either from a drop-down list synced from your ERP or by entering it manually.  An Order Confirmation can be emailed or printed for your customer.

To confirm the order, the customer can be requested to enter their signature electronically.

The PO maps onto the customer's PO in your ERP. Order notes are mapped into the notes field in your ERP.

Yes, you can get your customers to digitally sign for orders in both online and offline mode.

Yes, you can print or email POD to your customers.

Yes, you can view and filter by multiple stock/van locations.

Your sales reps place orders on your customer's behalf against a credit balance that has been set for them. The credit balance is set up and managed in your ERP and synced regularly with SalesRep.

You can place both orders and quotations in SalesRep.

Sales data relates to the logged in user's sales activities.

Four data sets are shown:

• Sales order by day - filter by time period or reload at any time

• Average order value - filter by currency or view change from the previous day

• Sales units - filter by currency or view change from the previous day

• Sales order total - filter by currency or view change from the previous day

No. Data is stored in the app.