Sales Transaction Types allow you to create multiple types of transactions for orders, returns, invoices, etc. . 

For each type you can customize every aspect of the process - the Cart layout, the PDF layout, email notification and file export Workflow triggered by the order status change, and additional sharing and other settings.

Support for Multiple transaction types requires the CORPORATE package, however if you are on the PROFESSIONAL package you can still customize the one default Transaction Type ("Sales Order") as shown below. (You will however not be able to create additional types).

Examples of Sales Transaction Types:

• Sales order, quote or proposal, invoices (integrated from ERP), shipping docs etc.
• Future orders (to be able to add delivery dates/windows which are not required in a regular order)
• Returns

Sales Transaction types may vary in:

• Email notifications
• PDF templates (including header/footer content)
• Workflows
• ERP integration process
• Email Notifications
• Custom fields

To create a new Sales Transaction Type go to Settings -> Sales Activities -> Transaction Types (Only available for Pepperi Corporate package and above)

Click Add New Transaction Type. 

General Info Tab

On the General Info tab give the Transaction Type a Name and Description and select an icon for it (icon appears on the tablet).

***At the end of the process of creating and configuring a Transaction Type make sure to position it on the Account Dashboard so users have access to it. For instructions see: How to position your Transaction Type on the Activities Bar or Menu

Next, you will be presented with additional tabs: Views and Forms, Actions, Workflows, ePayment, Settings, and Fields. 

The General Info and Views and Forms tabs are detailed in this article.

Actions, Workflows, ePayment, Settings and Fields  tabs are detailed in the following article: Sales Transaction Types - Workflows and Settings

 

 

Views and Forms

 

• Header
• Cart
• Footer
• Summary
• Menu

 

  

 Views and Forms

The Views and Forms tab allows you to configure the layout for various views and forms of the Transaction Type such as Header, Cart, Footer, Summary and Menu.

Open the type you want to configure and then click on the edit icon to edit the form. This article explains each of the types and how to configure them.

If you are using the new Order Center the Views and Forms tab will have additional configurations available for Smart Search and Order Center Views. To learn more about those configurations see: New Order Center

Header

In the Header section you can configure:

Header Form: The fields that will appear on the Transaction Details page.

This page is displayed on the app when the user taps “More..” on the bottom of the shopping cart.

 

Select the role you wish to customize the header for by clicking on the pencil icon next to the role name:

Sales Rep - Customizes the "More…” order details form in the Pepperi Cart

Admin - Customizes the Order Details fields seen from the Pepperi Admin view.

Buyer - Customizes the More Order Details form the buyer can open to enter more order information in Pepperi Storefront - B2B ordering.

Header PDF: The fields that appear in the header on the first page of the PDF copy of the order.

The Header PDF has only one role – “PDF form” – because it is not relevant to configure it for other roles.

The Header is divided into 3 sections: General information, Account Information and Order Information. In each section you will find related fields.

Add available fields to any of the sections in the layout by clicking ' + '.

You can change the label of the field by clicking on the pencil icon next to the field's name once you have added it into one of the sections of the layout.

You can make a field mandatory to fill in (meaning the order will not be able to be submitted until this field is filled out). The field will be marked with a red star on the form and even if the Sale Rep or the Buyer does not open the form they will be warned and a popup message will inform them that a field/fields they had to fill in are missing.

Continue to edit the Header for each of the roles you require and click Save.

 

Cart

The Cart views allow you to configure which fields will appear on the Order grid view in the cart, sorting criteria, and column widths of the table.

Cart Grid View: The fields that will appear in the table of items ordered in the cart. You may customize the order table differently for the Sales Teams, Admin, and Buyers.

Cart Lines View: used on phones and phablets. It allows you to view multiple line-item fields in a wider line layout, as opposed to the Grid View that isn't available on phones because it is very wide and inconvenient to scroll through many columns.

Cart - Transaction Line details: used on phones and phablets. A line-item detailed view presented when you tap on any item in the Line View on a phone or phablet.

Cart PDF View: The fields that will appear in the table of items ordered in the PDF copy of the order.

The Cart PDF view has a "Group by" option, allowing you to group the items presented in the order table by any one of the columns present in the layout.

For example, you may want to group matrix items by their style code. This will create a title with the Style code, and all variants of the style ordered will be listed below.

Or you may want to group the items by Brand (Main category). 

This grouping option is available for the Cart PDF configuration only.

You may also adjust the width of the columns on the PDF (to a value between 10 - 200).

For example: An order with many items can add many pages to the PDF due to the large default image size. You may decrease the size of the item image on the PDF by reducing the width of the image column. Set the width of the image column relatively smaller than all the other columns. For example, if the width of the image column is 10 (default) and the other columns are set to 30, the image size will decrease. 

You can play around with the values until you are satisfied with the results. To preview your changes, sync the Pepperi app on your device and view the PDF of any order in the shopping cart menu.

Cart Menu: Configure which of the views is available in the Cart. Choose from: Grid View, Matrix Grid View and Line View. When the user switches views in the cart, only those added to the Menu layout will be available.

For example, if you are not selling matrix items/variants you can remove the option for the Matrix Grid View, leaving only the Line and Grid views.

 

Select the Cart view you wish to configure. Edit the form you want to customize (click on the edit icon next to the name of form).

 

Sort items in cart by:

Select the field you wish to sort items in the Order table (cart) by. You may sort by any one of the fields present in the cart columns.

Select Ascending or Descending for the sorting order.

 

Define the presentation mode when using matrix items - allows you to define if matrix items ordered should be listed in individual rows indicating the quantity of each variant (size) ordered or if all variants should be listed together in the same row.

If you ordered 5 Small, 6 Medium, and 4 Large - should each size have its own row, or should all variants be listed in the same row with columns to the right indicating the quantities for each size.

Add from the Available Fields to the Layout section to indicate the columns of the Order table. After adding a field to the Layout section you may customize the column title by clicking on the edit pencil button to the right of the field name and change it to the column heading you require (exactly as shown above in the Header configuration).

For the relevant fields such as "Unit price after discount", you may also change the field to "Read only" meaning the sales rep will not be able to modify the field on the cart.

Only the relevant fields will have the Read Only option available. Other fields, such as "Item Description" will not have this option.

By marking the "Unit Price" as "Read Only" this is in fact preventing the sales rep from editing the order price to a price other than what was calculated by Pepperi (after applying any discounts and campaigns).

Click Save.

 

Footer

In the Footer Tab you can configure:

Minimized Footer Field: You can select one field to be displayed in the footer when it is minimized. The default field is the order total, however if you have a custom field or a calculated field that you want to display without having to open the Order Details form, you can display it in the footer.

For example: I have a field that calculates the shipping cost to be added to the order. I can display it in this footer field. 

 

PDF Footer: You can select fields that will appear on the last page of the PDF copy of the Transaction that is emailed.

Choose the form you want to edit, and configure the fields in the same way as the forms above.

Add the fields you require to the Layout. You can change the label of the field by clicking on the pencil icon next to it.

Fields commonly added to the footer include: Signature, Totals Box, Sales Rep contact information, General Remarks, or custom fields.

Click Save.

* Totals Box displays all of the following information: Subtotal, Discount, Vat, and Grand total (with smart logic to remove discount/ VAT in case they are 0).

 

Summary

The Summary allows you to define by which field your items should be summarized at the bottom of the order. Items summaries are calculated by these settings. For each field you choose, a sum will be added to the summary.

For example: Main Category will display the amount ordered in each Main Category. Delivery Date will display the amount ordered for each delivery date entered in the order.

Menu

The Menu tab allows you to configure the options available on the Menu (on the top left) in the catalog for Sales Reps and the Menu in the Cart for Admins and Buyers. The fields you include here will be the ones available in the Menus for the different roles.

 

Here is how it looks in the catalog for the Sales Rep:

 

Choose the form you want to edit, and configure the fields in the same way as the forms above.

Add the fields you require to the Layout. You can change the label of the field by clicking on the pencil icon next to it.

(Packages are a default field that cannot be removed. If you have configured Packages it will appear. For details on Packages see: Cross-sell and Upsell Campaigns and Packages )

 

The Order Details field opens the form containing information in any required fields that you indicated on this form. This form is customized in the Cart Header (described in detail in this article above).

Revised can be added for the Admin role only. It allows the admin to revise the order if it is not yet in Submitted status.

The file formats available to you (Excel, PDF, etc.) are the ones listed in the Configuration files section under Settings -> Configuration files. (For more information on the Configuration files section see: Configuration Files)

For example, if you wanted to add "PDF" as a viewing option on the cart, on the Menu tab add PDF to the layout. 

For Workflow, Settings and Fields tabs see Sales Transaction Types - Workflows and Settings