Additional features that support sales order processing
Purpose and scope
As your sales representatives or in-store service move through the process of compiling and placing an order using SalesRep, they are presented with additional features that support this process and make it more efficient. These optional features, which are set up during your SalesRep implementation, include setting minimum selling prices for each product, checking a customer’s purchase history to help with price negotiations , and requesting a customer’s signature to confirm order placement.
The purpose of this article is to explain each feature’s purpose, how it is configured and used in the sales order process.
More information
Checking purchase history
Purchase history is a record of your customer’s prior purchasing for any particular product for a specific customer. It is useful when discussing product pricing with your customer.
Configuring this feature
This feature is optional; should you require it, it is typically enabled as part of your SalesRep implementation.
How my sales representatives use it
If it exists, the purchase history for any product is displayed on the screen listing the product’s detailed information. Click Purchase History to display the latest purchase history information. It is displayed in a table containing order numbers, quantities, prices and dates of previously placed orders containing this product. Click Download Latest to ensure you have the latest available purchase history information.
Minimum selling prices
A minimum selling price is a price below which your sales representatives must not quote or sell a product for.
Configuring this feature
Typically, the minimum selling price is based on a pricelist, selling band or user-defined field which are defined in your ERP. Minimum selling prices are synced as part of the regular syncing routine between the ERP and SalesRep. Minimum selling prices are mapped / included in selling bands during your SalesRep implementation. The mapping is completed once, and then you can modify the value of the minimum selling price by updating it in your ERP. Then, click Settings → Update product catalogue to sync SalesRep with the updated minimum selling prices.
How minimum selling prices are used
The order overview screen displays a list of items in your Cart. You can update the price for any product when this screen is displayed. If a minimum selling price has been set, and you attempt to change the price, a minimum price bubble is displayed with the lowest price displayed. You can only proceed to the next step in placing your order if the price matches or is greater than the displayed minimum price.
Request customer signature
This feature allows you to request a customer to digitally sign an order immediately prior to placing it into your ERP in real-time. This provides both you and your customer with additional assurance that the order should be placed.
Configuring this feature
This feature is optional; should you require it, it is typically enabled as part of your SalesRep implementation.
How my sales representatives use it
The sales confirmation screen contains a link for a customer to Enter Signature. If enabled, you will not be able to continue placing the order until the customer has signed the order. Simply click Enter Signature, and ask your customer to digitally sign in the box, type their name under their signature and click Continue. Once completed, you can move to the next step in placing the order.
