Sales Transaction Types - Views and Forms configuration – Pepperi Support

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:

Workflows
ERP integration process
Order Center Views/Menus/Cart Configuration
PDF templates (including header/footer content)
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

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 option you want to configure and then click on the edit icon to edit the form. This article explains each of the configurations available 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

You can configure some of the views by device - for example different grid layouts and menu options for tablets than for phones. For details see: Device Specific Configuration

Transaction Details

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

This form is displayed on the app when the user taps “...” (the order quick action button) on the bottom of the shopping cart.

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

Rep - Customizes the order details form in the Pepperi Cart for the Rep profile.

Admin - Customizes the Order Details fields seen from the Admin profile.

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

You may add additional profiles and configure the form differently for each. The default will be the Rep's configuration (as in all forms).

Details PDF: The fields that appear in the header on the first page of the PDF copy of the order that is emailed to the indicated recipients (email is setup in the Workflow of the Transaction Type. See: How to Setup Email Notification for Transactions).

The Details PDF has only one role – “PDF form” – because it is the PDF email attachment that is sent regardless of the profile that has submitted the order.

The Details Form is divided into 3 sections by splitters (you may change these or add your own by clicking +Splitter): 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 Sales Rep or the Buyer does not open the form they will be warned and a popup message will inform them which field/fields they had to fill in are missing.

Activity Title

You can set the title presented on the top bar of the mobile device for this Transaction. The default is the name of the Transaction Type, and the Account Name - for example: "Sales Order" and below it "Account Name". Select any field to be presented as the title (even a custom/calculated field):

Order Banner

The Order Banner is the area above the items in the Order Center which you can configure to include any fields including a custom image field. Typically it's used to draw attention to a special offer or group of products with an attractive image. You can also position custom/calculated fields in the Order Banner area.

The Order Banner may be configured per Profile. For example, you can show a different banner for Sales Reps on mobile devices and for Buyers on the Web Storefront on a browser.

Add a custom field of type image.

You can add the custom image field to the Catalog, if you are using multiple catalogs and you want the banner to be different per Catalog.
If you are not using Multiple Catalogs and you want the same image to be displayed for all catalogs add the custom image field to the Transaction Type.

When configuring the banner for the Web Storefront you can increase the number of columns up to 12 (click the + sign in the layout). The dimensions of the image should then be in a ratio of 1:10. For example, 4000X400 pixels.

Example of banner on mobile device:

Cart Title

Configure up to 2 fields to appear in the title of the cart. The first field is the title, the second field will be presented as a subtitle underneath it.

The default title is "Cart", and subtitle is the AccountName.

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 Matrix Grid: Configure the Matrix view in the cart (Relevant for matrix items only)

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.

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

In Matrix Grid and Grid Line views you may 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 (in PDF view) - 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.

Use Flat View: if you ordered 5 Small, 6 Medium, and 4 Large each size will have its own row

Use Matrix View: all variants 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.

Cart Views: 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.

Footer

In the Footer Tab you can configure:

Minimized Cart 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: Display a calculated field that calculates the shipping cost to be added to the order

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, and Grand total

Expanded Cart Footer View

Configure the layout of the expanded footer of the cart. Create a layout with columns and rows including any fields you need to be displayed.

Order Center Footer Field

Edit the layout of the Order Center Closed Footer to include any field. You can show a running total, or total quantity, or any other field you require at the bottom of the Order Center.

Limited to one field.

Cart Quick Action

Configure the action launched by the order details button on the cart. You can select from any Files (such as open the PDF copy of the order), Online Addons, or Programs you have configured. Any action that can be launched from a menu, can be configured to launch from the order details button.

If you save a configuration with no fields, then the quick action button will not be displayed. This is useful when you don't want users to access to the Order Details form from the cart.

Cart Signature

Configure the signature taken via the signature pencil icon to be stored in a custom field. The custom field must be of type "Signature". If you don't configure a custom signature field, the signature will be stored in the default Signature field of the Transaction Type. We recommend using the custom field, because the format of the signature is easier to work with in a custom field.

Cart Button Badge

A badge will appear on the Cart button with the total quantity of items added to the order or another field. Note that this badge is currently only supported on the Web app (not the mobile apps).

Configure the field used for the badge value on the Cart button:

Typically you will want to select the "Quantities Total" field to show a running count of the total number of items added to the order. However you can add any other field, including custom calculated fields.

Search

Item Smart Search

Configure which fields are available to Smart Search the catalog by. Users can filter based on any field, including custom fields. For details see: Item Smart Search

Item Search

Configure which fields the Order Center can be searched by in the search box. This enables searching the catalog by any field, not just the default item name/code.

Note: Once you configure the Item Search you must explicitly include the default item name/code fields in order to be able to search by them.

Cart Item Smart Search

Configure the fields available for Smart Search in the cart. This allows easy review of specific lines in long orders.

Item Sort

Define which fields will be available to the user to sort the items in the Order Center by.

The user will be able to select Ascending/Descending by tapping on the up arrow - ^ or down arrow - v .

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.

0 votes

On the Sales order transaction at the forms / Headers menus, is it possible to add an account's filed (goverment ID) to this header ?

Κώστας Παπαδογιάννης April 09, 2016 07:10

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0 votes

You can definitely add Account field governmentID or any other Account field. You just need to go to the "Fields" tab of the Transaction Type, open up the Account Fields section and make sure the fields you want to add are activated (click on the green plus sign on the right if they are not).
You won't see them as available fields to add to the forms unless you do this first.
Thanks
Merav

Merav Bitton April 10, 2016 08:14

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Sales Transaction Types - Views and Forms configuration