Aphix SalesRep feature sets
Aphix SalesRep is a mobile application designed for tablet. It is a B2B sales app, designed and developed by Aphix Software, to help your field sales team sell smarter. Aphix SalesRep runs on high specification Android and Apple tablets.
Designed with a simple interface, it allows your field sales team or in-store assistant access to your product catalogue, place orders and manage customer relationships in an efficient and timely way.
Built on top of Aphix Digital Platform, and integrating with your ERP, it comes packed with a vast array of functionality to help your sales teams Sell Smarter! As standard, we support integration with SAP Business One, Intact iQ and Sage 200 ERPs.
Aphix SalesRep is SaaS product
Aphix 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.
Content management
Manage communication via the app with your team using Messages. Messages are unidirectional group messages sent from Aphix Managment Interface to each of your Aphix SalesRep instances. Within Aphix SalesRep, your team members can search for specific messages, and view the content of any message.
Account management
Aphix SalesRep has a number of features that support customer account management. We support:
Secure login and logout functionality. See Aphix SalesRep: Log infor more information.
Customer’s favourites are stored remotely, so they are retained and restored when you reopen that customer’s profile in Aphix SalesRep
Catalogue management
Managing your catalogue is easier and more automatic with these catalogue managment features:
Automatic regular import from your ERP
Manually sync data between Aphix SalesRep and your ERP. See Aphix SalesRep: Settingsfor more information.
Manually import changes from Aphix Management Interface.
Product configuration
Providing sufficient information about your information and displaying them well in Aphix SalesRep are both aspects of this feature set. The product administration section in Aphix Management Interface allows you configure products to best advantage. The features are:
Display multiple product images
Include product options
Display pack sizes
Display special offers
Search, filter and sort
Finding and filtering data is easier than you think with our rich array of search and filter features:
Extensive catalogue search
Search by SKU, keyword and alternative codes
Browse by category
Filter by product location
Sort your products by product date, SKU, date added or popularity
Product search
Use free text to search for products in your catalogue. By default, products are searched by product name and product code (SKU). You can add alternative keywords from either your ERP or Aphix Managment Interface. By default, the full product catalogue is searched, but search can be restricted to search only Recent Products or Favourites.
Browse by category
Browse your product catalogue by category, up to three levels deep.
Change how you view product lists - with grid view, product list with images or product list all available as standard.
Product sort
Sort your products for display in your catalogue by
Product name
Product code (SKU)
Date added
Product popularity
You can also configure a default sorting setting, by name, code, ascending or descending order.
Barcode scanner
The barcode scanner included as standard in Aphix SalesRep:
Scans product barcodes to quickly and efficiently locate and order products
Supports many barcode types (including EAN (International Article Number), UPC (Universal Product Code) and QR code
Self-service options
Managing customer relationships and orders made easier with:
Secure login
View your sales data on the dashboard. See Aphix SalesRep: Dashboardfor more information.
Upload customer list, direct from you ERP
Search, filter and sort customer list
Browse the product catalogue, which can be customer-specific
View orders list
View messages which have been sent from head office. See Aphix SalesRep: Messagesfor more information.
Once you've selected a specific customer, you can:
Account details - view a customer's account details (including credit control status and balance) and map their location
Key points on integration
When your ERP is SAP Business One,
the customer contact details are retrieved from Business Master Data table
credit data is retrieved from Business Partner Payment Terms.
When your ERP is Intact iQ,
the customer contact details are retrieved from the Customer table
the Credit Controls Credit Limit and calculated credit balance are both retrieved from Intact iQ
Compile orders when offline
View, search and filter order history for that customers
View statements
View recently ordered products
Store Favourites in Aphix Digital Platform.
Favourites are not synced with ERP.
Click here for more information on Self-service options available in Aphix SalesRep.
Sales order processing
Sales order processing covers the areas of compiling and placing orders, and communicating with customers about their orders. Aphix SalesRep includes these features as standard:
Compile order
Within SalesRep, there are a variety of ways that your customers can compile and place an order. These are:
Browse catalogue and use "Add to Cart" to add products to the cart
Users can compile orders while offline
Compile orders using a variety of options
Checkout
Once the order is ready to be submitted, extra features support efficient business processes:
Check prices to obtain the latest prices from your ERP prior to placing the order
Request online signature to confirm order
Add contact and delivery details
Finally, the order is placed into your ERP in real-time.
Key points on integration
When your ERP is SAP Business One, a sales order is created in the Sales Order table which is linked to an existing Business Partner. The order contains a customer ref, line items, remarks, shipping type and other relevant details.
When your ERP is Intact iQ, a sales order is created which is linked to an existing Customer. The sales order contains a customer ref, line items, internal instructions, delivery agent / service and other relevant details.
When your ERP is Sage 200, a sales order is created which is linked to an existing Customer. The sales order contains a customer order number, line items, note, additional charges for delivery and other relevant details.
Features that support sales order processing
During the sales order process, your users can check their customer's prior purchase history to have an informed discussion about product pricing
Once the order has been placed, the following features support sales order processing:
Automatic email sent to your customers with order details once it has been placed
Track orders in Aphix Management Interface
View, print and email commercial documents
Click here for more information on this feature set.
Pricing
Pricing information is imported into Aphix SalesRep from your ERP. This feature set contains:
Pricing in multiple currencies
Minimum product pricing
Customer-specific pricing
Quotations
Discount and quantity breaks
View your customer's credit limits
View your customer's purchase history
Pricing in multiple currencies
SalesRep can display pricing in multiple currencies. The customer's currency is retrieved from your ERP in real time when at login and any prices are displayed in that currency. Should you update that customer's currency in your ERP, that change is reflected at the next login.
Key points on integration
By default, the currency is set to EUR. The following additional currencies can be supported:
Data is retrieved from the currency field in your ERP. The currency code must be configured in your ERP to match the listed currency codes.
Minimum product pricing
Enforce a minimum price for each product , which is set up in your ERP and imported into Aphix SalesRep.
Customer-specific pricing
Configure and manage your pricing in your ERP, and import these customer-specific pricelists (also referred to as selling bands or price slots) into Aphix SalesRep. Typically, you set up pricelists / selling bands and assign customers to them according to your business processes. Once you have created the order, you can apply additional discounts for each customer.
When you are online, ERP calculated prices are obtained for each customer at login. These prices are re-calculated in real-time during checkout. When you are offline, a default selling band is used to determine initial pricing for a particular order.
Quotations
Place a quote by selecting Quotation during Checkout. This places the quote into your ERP in real-time. View the saved quote in the Aphix WebShop dashboard under Quotations.
Key points on integration
We integrate with Intact V/X-Line, Intact iQ and SAP Business One to place a quote.
We currently do not integrate our quotations feature with Sage 200.
Discount and quantity breaks
Configure quantity breaks (bulk discounts) in your ERP, which are imported and displayed on the product pages. Quantity breaks can be configured to all or a subset of customers.
View your customer's purchase history
Check your customer’s previous purchasing history as part of the sales process.
Stock
While your ERP manages your stock levels, locations and more, we have a host of features that make displaying that information in SalesRep more beneficial to your customers:
Sync often to get real time stock availability
Display stock level on both individual product pages and product listings
Display stock level indicators on both individual product pages and product listings
What is Stock level defined as?
Stock level is the number of items of a particular product that is advertised as available to order by your customers and displayed throughout WebShop, PocketShop or SalesRep. By default, the Aphix Digital Platform is configured to use the Available stock number from your ERP. Other configuration options are also possible.
Real time stock availability
Information about stock - both "In Stock" and "Available" - levels are displayed on both product listing and product detail screens. The numbers displayed are taken from the last time the app was synced. Typically, this is a nightly import into SalesRep from your ERP, although you can manually sync data if you wish to.
Shipping and delivery
To support shipping and delivery logistics, you can
Import your delivery contacts and addresses from your ERP into Aphix SalesRep.
Delivery contacts
Import your delivery contact names and addresses from your ERP into Aphix SalesRep.
Use this data, or modify another delivery address when you are placing your order.
Delivery contact names and addresses updated when you are placing an order are not added to the list of delivery contact names and addresses either in SalesRep or in your ERP.
Data analytics
We provide a data analytics dashboard which you see when you log in. To help you Sell Smarter:
Use captured sales data to inform your sales strategy
Customise the look and feel of your dashboard