New features in the Pepperi Web Admin Release 8.2
*All features will be visible on Pepperi on iPad and/or Android upon the next release of the app to these stores.
Your customers using the Pepperi Web Storefront to place self-service orders can now order matrix items using a flat view.
You can customize the view to include any columns you want. For details:
*This feature will be visible on Pepperi on iPad and/or Android upon the next release of the app to these stores.
When duplicating an order for the current Account or for a different Account you can select which fields you want to be copied.
Go to Settings -> Sales Activities -> Transaction Types
Edit the Transaction Type and select the new "Actions" tab
Edit the Duplicate Transaction or Duplicate for different Account option.
Open the sections of fields and tick the fields to be included in the duplicated order and click Save.
Log in as a Pepperi Web Admin or use your Sales Rep login credentials (same as on your tablet) to use the Pepperi Web interface.
This is the Pepperi Web interface that allows you to submit Transactions and Activities.
Go to Accounts and select the Account you need.
Click on Add -> and select the Activity or Transaction.
The Catalog or Activity form will be presented and you can submit it.
The Activities and Transactions available and their settings/workflow are the ones configured by the Account Dashboard Layout defined in the Pepperi Web Admin.
For details: Pepperi Web Account Dashboard
If you are using Multiple Catalogs, when Sales Reps or Admins place orders from the Web they will now be presented with an enhanced screen to select a catalog from.
The screen contains all the catalog information, image, custom fields that were defined in the Multiple Catalogs section.
For details on how to customize catalog information: Configure Multiple Catalogs
You can add detailed location information to your Transactions and Activity forms and reports. Add the Geocode location fields:
Transaction/Activity Creation Latitude - records the latitude of the tablet when a Trasaction/Activity was created.
Transaction/Activity Creation Longitude - records the longitude of the tablet when a Trasaction/Activity was created.
Transaction/Activity Submission Latitude - records the latitude of the tablet when a Trasaction/Activity was submitted.
Transaction/Activity Submission Longitude - records the longitude of the tablet when a Trasaction/Activity was submitted.
The fields are not enabled by default. To enable these fields go to the Data Customization tab of the Transaction Type or Activity Type. In the Transaction Fields section, click on the + sign and they will appear in the available fields of the forms. Drag them to the form layout.
There are four new templates available to upload data via FTP.
- Price List Information - Upload price list information: name, ID, currency and if Hidden or not. If you have many price lists this is a convenient way to update currencies and show/hide price lists. For more details: Upload Price List Information
- Price Lists Items - You can upload a file to selectively overwrite prices for specific items per price list. Using the Overwrite function will not overwrite special price lists (more info on Special Price Lists: Special Price Lists). For more details: Price List Item Overwrite
- New Account Stock - You can upload a file to update the stock count of an item at a store/Account. For details: Upload Account Item Stock
- Inventory - Update the item inventory (inStock quantity) in a simple file with only 2 columns. For details: Upload Item Inventory
When viewing the Account debts report from the Account Dashboard on Pepperi app you can now preview them in PDF format for printing or emailing.