These functionalities will also be available in all subsequent SupeRep releases.
Account plans and target
SuperBiz users can now define plans and targets for their accounts:
A plan is based on a time rage and can include specific amounts per account. The account’s actual orders amount compared to the plan can be viewed in the plans and target dashboard.
For each plan the manager can define specific targets per account based on the catalogs assigned to customers. The account’s actual orders compared to targets can be viewed in the plans and target dashboard.
- Target numbers are displayed during the ordering process and will be marked in red if they surpass actual order amounts.
Catalog views customization
Managers now have customization options based on catalog views. For example – line view can display different product information than thumbnails view.
Order details and PDF enhancements
Order details – additional customized fields
We added 10 more order header information fields (Remarks) which are fully customizable by the manager (name, values, mandatory, etc.). These fields will be included in SupeRep’s additional order information.
Order details workflow
Managers can now obligate buyers to fill in details before ordering the items. This is useful in SuperBiz scenarios in order to ensure buyers read and select their ordering options.
Order PDF – customized sorting
Managers can now define the order of the items appearing in the order PDF (and Excel).
Order PDF – total price before discount
Additional columns were added to the PDF customization – customers and reps can view and compare total price before and after the discount is applied.
Minimum order quantity
Each item can have a minimum order quantity. This information can be uploaded in bulk via the item import or set manually for each one. SupeRep will mark the order quantity in red if it is lower than the predefined minimum quantity.
Search order by number
Users can now search orders by order number
Picture taking report – additional information
Store name and ERP number were added to the picture taking report.
Sharing of order and activities
CRM Sharing mode was added to the order workflow tab; In this mode, the activities shared with SupeRep will be based on the rep’s association to the account and not based on the owner of the activity. If an account is connected to more than one rep, all of them will be able to see all the account activities.
Block editing of price below minimum
With this feature, reps are not able to reduce an item’s price below a pre-defined minimum.