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 it includes support, regular feature updates, bug fixes and security monitoring so you are not left behind on older, insecure software.

Content management

Feature

Aphix SalesRep

Key points on integration

Messages - unidirectional group messages from Aphix Management Interface to all instances of SalesRep

(tick)


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Account management

FeatureAphix SalesRepKey points on integration
Username and password is required to access SalesRep functionality.(tick)
Keep a copy of a user's favourites and other configuration options within Aphix Digital Platform, which can be restored to the user's account when they log in again.(tick)

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Catalogue management

FeatureAphix SalesRepKey points on integration
Automatic regular import from your ERP(tick)

Manually sync data betweenSalesRep and your ERP

(tick)
Manually import changes from Aphix Management Interface(tick)

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Product configuration

FeatureAphix SalesRepKey points on integration
Show multiple product images(tick)
Include product options(tick)
Display pack sizes(tick)
Display special offers(tick)

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Search and filter

FeatureAphix SalesRepKey points on integration
Catalogue search(tick)
Browse by category(tick)
Three different ways of viewing your product catalogue(tick)
Filter by product location(tick)
Sort your catalogue by product name, SKU, date added or popularity (tick)

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Barcode scanner

FeatureAphix SalesRepKey points on integration
Barcode scanner(tick)

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Self-service options

Feature

Aphix SalesRep

Key points on integration

For all customers

Secure login

(tick)


View your sales data on the dashboard

(tick)

See Data analytics for more information

Upload customer list with ERP sync

(tick)


Search, filter and sort customer list

(tick)


Browse the product catalogue, which can be customer-specific

(tick)


View orders list

(tick)


View messages

(tick)


After a specific customer has been selected

View account details, including credit information

(tick)

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

(tick)


View, search and filter order history for that customers

(tick)


View statements

(tick)


View recently ordered products

(tick)


Favourites

(tick)

Currently, this is stored in Aphix Digital Platform. It is not synced with your ERP.

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Sales order processing

Feature

Aphix SalesRep

Key points on integration

Compile your order



Browse catalogue and use "Add to Cart" button to add products to the cart

(tick)


Users can compile orders while offline

(tick)


Compile orders using a variety of options

(tick)


Checkout 



Check prices to obtain the latest prices from your ERP prior to placing the order

(tick)


Request online signature to confirm order

(tick)


Add contact and delivery details

(tick)

Place order into your ERP in real-time

(tick)

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



Check purchase history information

(tick)


Automatic email sent to your customers with order details once it has been placed

(tick)


Track orders in Aphix Management Interface

(tick)


View, print and email commercial documents

(tick)


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Pricing

Feature

Aphix SalesRep

Key points on integration

Pricing in multiple currencies

(tick)

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

(tick)


Customer-specific pricing

(tick)


Quotations

(tick)

When your ERP is SAP Business One, quotations are stored in and/or retrieved from the OQUT table.

When your ERP is Intact iQ, quotations are stored in/retrieved from the Sales Quotation List.

We currently do not integrate the Quotations feature with Sage 200.

Discount and quantity breaks

(tick)


View your customer's credit limits

(tick)

When your ERP is SAP Business One, credit data is retrieved from Business Partner Payment Terms

When your ERP is Intact iQ, the Credit Controls Credit Limit and calculated credit balance are retrieved.

View your customer's purchase history

(tick)


Click here for more information on this feature set.

Stock

FeatureAphix SalesRepKey points on integration

Real time stock availability 

(tick)

Display stock level on both individual product pages and product listings

(tick)

Display stock level indicators on both individual product pages and product listings

(tick)

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Shipping and delivery

Feature

Aphix SalesRep

Key points in integration

Delivery contacts

(tick)

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Data analytics

Feature

Aphix SalesRep

Key points on integration

Retrieve sales data, which are filtered and displayed in categories.

(tick)

Customise the look and feel of your dashboard

(tick)

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