Sales Rep Apps are just great, however using them as a multi-vendor rep can be tricky if they don’t have the right features and flexibility.
Multi-vendor reps work differently than those employed by a distributor, mainly because they work for a variety of distributors – each with their own set of “rules” and requirements for sales transaction formats and invoices.
For example, various distributors will not accept the same format of an order or tolerate each other’s logos or products on the orders sent to them.
So you may have an app with a great catalog display that can create orders and email them as PDFs, but if it doesn’t have built in logic to differentiate between the distributors and act accordingly - it won’t increase your efficiency.
It is recommended you work with an app that has features that will allow you to show all of your products best, and send out customized invoices to the right distributors, including:
- Multiple catalogs
- Unlimited dynamic categories
- Customizable fields
- Multiple Transaction Types (Invoice, Return, Order, Future Order and more).
- Customizable Email notifications of invoices
- Manage and schedule calls, meetings and emails
- Schedule reminders with iPad and Outlook calendar synchronization
- Location based GPS with color-coded accounts map view
After taking an order you will need to be able to differentiate between the distributors who will receive a copy of the invoice and at what point in the process this notification occurs.
If certain products are ordered you may want one distributor to get an invoice that is formatted in a certain way while other distributors should receive a completely differently formatted invoice containing fields and information relevant to them.
Using Pepperi you can take advantage of the multiple Transaction Types feature to implement this.
Transaction Types allow you to create multiple types of order Transactions.
For each type you can customize every aspect of the order process - the Cart layout, the Order PDF layout, header/footer of Order PDF, how items are summarized, as well as an email notification and file export Workflow triggered by the order status change, and additional sharing and other settings.
One example is the Footer - you can customize the fields that should appear in the footer of each page of the PDF file sent for this type of Transaction.
Drag the fields you require on each page of the Order PDF footer to the Layout.
You can easily change the label of the field – which means you can give your own title to every field presented.
Fields commonly added to the footer include: Signature, Totals Box, Sales Rep contact information, and General Remarks.
Another example is defining a Workflow that takes effect upon Transaction Status changes:
Upon transaction status changes, actions can be taken and user-defined emails can be sent to the recipients indicated with attachments of different file types. Indicate which type of file to email to each recipient for each status change.
This means –
If you have a distributor that needs to get an email while an order is still in creation status and then when it’s submitted he’ll get another email with a PDF attachment of the order – it’s as simple as the settings you see here!
Say you work for Distributors: XYZ, ABA, and SUP
You can create 3 different order transactions, one for each distributor.
On the App you will select the order type you want to execute and the process that you defined will be followed.
So you can define something like this:
After I submit an order for distributor ABA, the order should go into submitted status and I should get an email with a PDF copy of the order and my contact at ABA should get an email with a PDF copy of the order with their logo and a customized header and footer including sales rep and Account shipping information.
After I submit an order for distributor XYZ, the order should go into submitted status and I should get an email with a PDF copy and 3 people at XYZ need to be notified about the order with a PDF file containing the customer signature, and estimated shipping dates indicated on the order table.