The Activity List is a dashboard listing all activities carried out by Sales Reps and Buyers in a table format - sales transactions, Buyers self-service orders, activities, tasks, and any custom activities you may have created.
You can create multiple lists in which you customize the types of Activities shown and the column headings in the Sales Activities table.
After creating the lists position them for Sales Reps or Admins Activities lists. All the instructions are below.
You can create a list with only one type or more than one type of activity and status. You can customize the columns to present the information to you in the most useful way, as a kind of report which you can then export to Excel.
Then you may drill down into each activity or transaction and view more details or edit.
This article will explain how to create and position Activity lists.
The Sales Activities list is shown under the Sales Activities section on the Pepperi Web Admin as well as on the Pepperi app in the Activities Dashboard.
Example of Sales Activities List in Pepperi Web Admin:
Example of Sales Activities List in Pepperi App:
You may also view History of Activity Statuses in the Pepperi Web Admin view of Activity Lists.
You can view the chronology of all statuses assigned to a Transaction or Activity since its creation using the Status History option in the Activities List.
Select any Transaction or Activity in the list and go to Action -> Status History.
You will see a list with very useful information about the previous statuses of the Transaction/Activity.
For each status you will see the status, the information of the user who changed the status and the client that the user made this change from (iPad, Android, Web Admin, etc.).
Submitted By Client Status
In addition to the statuses typically assigned to a Transaction or Activity such as In Creation, Revised, Submitted, etc.. there is also a SubmittedbyClient Status that means the Transaction/Activity was submitted at that time by a user on the tablet however the user was offline and it was not yet synchronized.
To create Activity Lists
Go to Settings -> Sales Activities -> Activity List
Click on Add New Activity List
General Info Tab
Name your list (As in the screen shot above "Quotes Only" "Sales Order" etc. . .)
Select the List view type:
Table: a table listing with columns you can customize.
Card: ideal for the Photo Activity where the activity includes data that cannot be displayed nicely in columns - such as an image.
Detailed: An all in one screen view of the Activity summary in the left panel with the details displayed to the right (such as in an email inbox). Ideal for actionable Activities, when you need to update fields in a number of Activities at once without drilling down into each Activity and then having to go back to a main screen.
Type: Choose the Activity Types to be included in the list (the Activity Types listed here will include all Transaction Types and custom Activities you created).
Statuses: Choose the Activity Statuses to be included in the list.
Click Save and you will be able to proceed to the Forms tab.
Click on the form you wish to edit:
Sales Rep Form - appears on the Pepperi app on the tablet
Admin Form - appears in the Sales Activities List on the back office
Buyers Form - appears in a list of Activities available to your self-service customers placing orders from the Pepperi Mobile Storefront app or on a browser.
Select how to sort the items in the Activities list by: Activity Number, Type, Action Date, Account Name, Sales Rep or Status
Select Ascending or Descending for the sorting.
Modify the column widths by entering a number between 10-200 in each column heading.
Drag the colmns you wish to appear from Available Fields to Layout
Click the pencil Edit icon on a field to change the column heading name.
In order for the new list to appear you must add it to the display.
To do so follow these instructions: Activity List Display Options