Placing an order in Aphix SalesRep
Purpose and scope
Sales order processing is a key feature in SalesRep.
Compile, checkout and place your order
Within SalesRep, your sales representatives or in-store assistants can compile and place orders directly into your ERP in different ways:
Click “New Order“, select your customer, and add products using our Quick Order feature or add items using the product catalogue
Browse product catalogue and use “Add to Cart“ to add products to the Cart.
Remember, orders can be compiled while you are offline. You can find them under Orders in the left menu bar, so you can quickly view, complete and place them directly into your ERP when you are back online.
Additional features that support sales order processing
During the sales process, your sales representatives or in-store assistants have access to additional features that support sales order processing, including minimum selling prices, using digital customer signatures to confirm an order and checking a customer’s prior purchasing history to make an informed decision around product pricing.
Introducing terms and concepts used in this article
Term | Definition |
|---|---|
SKU / product code | the unique code for the product. |
More information
Assumption
You are logged into Aphix SalesRep.
How can my sales representatives compile an order?
Click “New Order“, select your customer, and add products using our Quick Order feature or add items using the product catalogue.
Then, click Quick Order feature to quickly add frequently ordered products where you know the SKU / product code. Rows are added automatically. Once you have completed your order, click Add to Cart, and all the items you have entered are added to the Cart. When you select a product which has options available, you can select your chosen option from the drop-down box.
Or, click Add Items, which opens the product catalogue. Browse the catalogue, add items that you wish to order, then click View Order to view your Cart.
Or, use the Barcode Scanner to add items by scanning a product’s barcode. Read Using barcode scanner in Aphix SalesRep to find out more. Once you scan the item, it is added to your order. Click View Order to view your Cart.
While most products are ordered in whole numbers, some products can be ordered as a fraction or decimal of a whole number. We have added a new feature whereby you can now add decimal quantiles for products on any screen where you add a product to an order. The prices are automatically updated to take account of the exact quantity ordered.
2. Browse product catalogue
Open the product catalogue, and add items by increasing the number of the product in the Qty field, then click View Order to view your Cart.
How can my sales representatives checkout and place the order into my ERP?
Click View Order to a list of items in your Cart. The order overview screen lists the items you have added to the Cart. From this screen, you can:
modify the price of each item, subject to the configured Minimum Selling Price
get the latest prices for the products in your Cart
print, email or delete the order - read Managing commercial documents in Aphix SalesRep for more information.
Recommendation
Click Check Prices to retrieve the latest prices from your ERP immediately before moving to the next step in the Sales Order Processing.
Key points
You can complete other tasks from the View order screen:
Click Delete Order to remove the order from Aphix SalesRep. A message is displaying requesting you to confirm the order deletion. Once you confirm the action, the order is removed from the platform and cannot be retrieved.
Manage your commercial documents (such as orders, proof of delivery and so on) using the Print PDF and Email Order buttons. Read our feature guide on Managing commercial documents in Aphix SalesRep for more information.
Click Continue to Delivery when you have verified the order details. This displays the delivery details screen, which is typically auto-filled with the customer’s default delivery address. From this screen, you can:
use the default delivery details, modify them manually or select a delivery address from the imported address book. When you enter a delivery contact name and address, it is stored within SalesRep and included with your order details when the order is placed in your ERP. It is not saved to the address book in your ERP.
Recommendation
If you frequently re-enter delivery contact names and address for a specific customer, add them to the address book in your ERP, and then sync SalesRep. The updated address book is available for you to use in SalesRep.
Complete the delivery details and order information.
Click Continue to Confirm. This opens the sales order confirmation screen. From this screen, you can:
request the customer’s signature as acceptance that they wish to place the order
place the order directly into your ERP in real-time
Click Submit to place the order into your ERP. The order is placed in real-time into your ERP.