Feature list  

We support a number of features that allow you and your team to manage customer relationships and orders. These are:

  • Secure login
  • View your sales data on the dashboard
  • 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

Once you've selected a specific customer, you can:

  • Account details - view your account details, their location on a map and their credit control status and balance
  • Compile orders when offline
  • View, search and filter order history for that customers
  • View statements
  • View recently ordered products
  • Favourites

What's standard in Aphix SalesRep?

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.

More detail

Features that apply to your customer list:

  • Login

  • Upload customer lists with ERP sync

  • Customer search, sort and filter

  • View and search of open orders

  • Messages

Login

As a SalesRep user, you need a login and password, which you can get from your merchant.

When you login, it takes some time to sync your account since a certain amount of data is downloaded so you have a local copy of product, prices and categories. This allows you to work offline if you lose your Internet connection for any reason.

We store Favourites remotely. If you logout, your Favourites are retained for when you return.

Upload customer list with ERP sync

A customer list is imported when you log in. This can either be a full customer or a different segmented list for each sales representative. Both customer list types are set up and managed in your ERP, and are synced regularly in SalesRep. Knowing who is on your customer list helps your sales representative plan their days more efficiently, and also ensures that they have contact details for their customers when they need them.

Selecting a particular customer opens up details for that customer. Additional details that are displayed include contact details, account overview (credit limits / amount on order and so on), order history and statements, a list of customer favourites and recent products purchased.

Customer search, sort and filter

  • Locate a customer quickly and easily using the free text search box
  • Sort your customer list by Code or Name, in either ascending or descending order
  • Filter your customer list by appointment or category 
  • View all your customers on a map


View and search a list of open orders

View or search a list of open orders. Each order listed includes the following detail: customer code, customer name, number of items in the order and the net total of the order. Click on a specific order to drill down into the detail of that order. Once the order has been placed, it is removed from this list. Order data is stored withinSalesRep

Messages

Broadcast unidirectional group messages, allowing you to keep your users up to date and in the loop with company news. 

Features that apply to a specific customer:

  • Account details

  • Compile order while offline

  • Order history

  • Recently-ordered products

  • Favourites

Account details

When you've opened a specific customer, you can view their contact details and an overview of their credit status. 

Additionally, you can add contact details for customers that you visit regularly. Currently, contacts are added and stored on your device. Contacts are not currently synced with your ERP.

Compile orders while offline

While offline, you can add products to the cart and save the order as an open order. A total is calculated for each order using a previously synchronized copy of prices and stock. You can add items from the catalogue to this open order. To return to any open order, select the customer and click Open Orders. This display a list of open orders. Highlight the order you wish to open and click View Order.


Order history

Search, filter and view a specific order from a list of orders found under the Order History tab.

View statements

View a list of statements for a specific customer. Select a statement to view more detail.

Recently-ordered products

You can access a list of your customer's recently-ordered products from your ERP in real-time. SalesRepscans through your recent orders and extracts the top 30 products that have been ordered. These products are displayed as a list which is ranked by amount and date.

Favourites

As you browse the product catalogue, you can mark specific products as a Favourite. The product is added to a list of favourites. 

To access the Favourites list for a specific customer, select the customer and click Favourites. Compile an order by adding products from this list.