Pepperi Web Admin release V9.0 contains the following new features and enhancements:
NOTE: Configuration of the new features listed here is available via the Pepperi Web Admin only. The features will be available to users on Pepperi for iOS in the upcoming app version.
Custom fields are now even more customizable!
...and - they’re no longer called “Advanced Custom Fields”!
When using the Rule Engine to add your business rules to the order, the custom fields (previously called “Advanced”), are now able to be calculated or queried from a user defined table. Up until now calculated and user defined table fields were limited to integers, decimals, and menus.
You may now select Standard Field, Calculated Field, or UDT for each custom field type (except for signatures and images of course!).
Standard: field will be populated with data imported to Pepperi (ERP, csv file)
Calculated: field will be populated with the result of the formula
UDT: field will be populated by querying the indicated user defined table (UDT)
Note: This functionality has been combined under the “Add Custom Field” area, and the “Advanced Custom Field” button has now been removed.
For example: You can now calculate Text, Date & time, Email, and Link fields, giving them values based on real time information in the Transaction.
- Populate a Dropdown menu with values based on the customer’s shipping preferences.
- Display terms and conditions of an order based on its total or the customer type.
- Automatically calculate shipping dates based on order submission time
Multiple forms for each Activity type can now be displayed depending on the user’s requirements.
- Sales rep users filling in a Store audit form on-site, require a longer form than managers do. Segment the form displayed based on the user’s profile.
- A certain response on a customer feedback form may warrant additional details, while other responses do not. Define additional pages that pop up conditionally, based on previously entered values.
The forms are easily created and segmented using the Activity Forms tab and the new Workflows.
The new Activity Forms tab includes the default Activity Form, Activity Planning Form and the PDF layout form, with the ability to add as many additional forms you need to be displayed only when the required status is reached.
You may also create different forms per profile, and display them accordingly.
In the example above, additional versions of the Store Audit form such as Manager Audit, Standard Store Audit and a Store Audit Dispute form were added.
The Activity begins on the Standard Store Audit form, and then depending on the role of the user may continue to the Manager Audit form. If the dispute box is checked by the user on the Manager form, then the Dispute Form will be displayed. If it is not checked, it won’t be displayed and the Activity Workflow ends.
To select a form to display for a Status in the Workflow click on the new edit button inside the status box:
Select the form to display for this status:
To segment forms by Profile toggle the Workflow to the “Table” view and assign each profile the actions relevant to it. Profiles without access to certain actions, will skip that step in the workflow and transition to the next assigned action.
In this example, the Rep starts with the Standard form, however does not have access to the Manager Form action, and will skip directly to the Dispute Form if it is indicated as required - if not the Workflow will proceed to Email Notification.
Completely flexible definition of items displayed in the order center based on any combination of item fields - now also including custom fields! Setting this scope improves search and ordering performance in the catalog - especially if you have business rules using calculated fields running real time in the order center!
For example, you can define the scope of items offered to your customer as items that:
…were either ordered in the last month
…or have a delivery date within the next 3 weeks
…and are in stock in the warehouse closest to them
Speed up item search by filtering out irrelevant items from the catalog and dramatically improve performance in the catalog.
You may edit the logical grouping of the AND/OR conditions by clicking "Edit pattern" at the bottom of the screen.
Are users overloaded with email notifications on every order or activity?
Do you need to prevent order notification emails from being sent to your Storefront self-service customers?
Up until now the activity performer (owner) was automatically sent email notification with the PDF attachment of the activity form or order. You may now remove the performer from the list of recipients.
Simply open the Email notification action and un-check the appropriate box:
There is no longer a limit on the number of Activities you can add to the Activities Toolbar on the Account Dashboard.
If you are segmenting your Activities Toolbar by Account Type this means that you may now add the Activities relevant to all Account types, and the display will be segmented to show the relevant Activities only. Previously the segmentation was limited due to the 7 -Activity limit on the toolbar layout configuration.
Limit the “To” and “From” dates on date selection custom fields. You may also select “Unlimited” for either of the limits.
The user will be notified if the dates selected are out of the defined “To” and/or “From” range.
Items in the Order Center may now be searched by any field entered by the user, including custom fields - not only Item code, UPC or name.
Go to Settings -> Transaction Type -> Views and Forms.
Open the Search section and edit the "Item Search" layout. The search fields refer to searching for items in the order center search box.
Add the fields you wish to search the order center by and Save.