Feature list  

We've a number of features that support pricing in SalesRep; pricing information comes directly from your ERP:

  • 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

What's standard in Aphix SalesRep?

Feature

Aphix SalesRep

Key points on integration

Pricing in multiple currencies

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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

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Customer-specific pricing

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Quotations

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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

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View your customer's credit limits

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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

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More detail

Pricing in multiple currencies

SalesRep can display pricing in multiple currencies. The customer's currency is retrieved from your ERP in real time when you or your team member logs in, and any prices are displayed in that currency. Should you update that customer's currency in your ERP, that change is reflected the next time you or your team member logs in.

Minimum product pricing

Enforce a minimum price for each product (where the product can not be sold below that rate), which has been set up in your ERP and synced with SalesRep. 

Customer-specific pricing

Configure and manage your pricing within your ERP. Our web service calls retrieves the price your ERP has calculated for each specific customer.

Typically, you set up price lists to which you then assign your customers based on your business processes and pricing strategies. You can then apply additional discounts, such as quantity breaks or special prices, to specific customers.

When you log intoSalesRep, our web service retrieves the ERP calculated prices for your products for that customer in real-time. These prices are re-calculated by additional web service calls to your ERP during the checkout process.

When your team are offline,SalesRep uses a default selling band to obtain pricing.

Place a quote inSalesRep by selecting Quotation during Checkout. This places the quote into your ERP in real-time. You can also view the saved quote in the WebShop dashboard under Quotations.

Current support in SalesRep

We integrate with Intact V/X-Line and Intact iQ and SAP Business One to place a quote.

We currently do not integrate our quotations feature with Sage 200


Quantity breaks

You can configure quantity breaks (or bulk discounts) in your ERP, which are displayed on your product pages. Typically, the more your customer buys of a product, the greater the discount they receive. Two configuration options are available:

  • Configured bulk discounts apply to all customers

  • Configured bulk discounts apply per customer

Quantity breaks are obtained in real-time for B2B customers, or can be imported as part of your regular import for B2C customers. 

Quantity breaks can be viewed by both trade and retail customers.

Example

View customer credit limits

View your customer's credit status.

Check purchase history

During the sales order process, your users can check your customer's prior purchasing history so that they can have an informed discussion about product pricing.