In Pepperi for iOS V4.8 we are very excited to introduce features such as:
- View chain store sales, activities and history separately from parent Account.
- Block negative quantities from the shopping cart, yet another automatic error prevention and alert for your reps.
There’s more, read on for all the details and How-to’s.
"Details" is a new Activity list view type allowing you to view the activity listing in the left panel and the its full form on the right.
The new format is useful for quick scrolling through Activities and efficiently taking an action on each one, such as editing/submitting their forms.
In Portrait mode, the left panel slides in and out of view to allow full page view of the form. In Landscape mode, the left panel is fixed.
Please note that this view is available for those using the New Order Center.
The view is defined in the Activity List configuration. Select Detailed from the view type:
Sales reps may mistakenly enter a negative quantity for an item that needs to be blocked from the shopping cart. When you load a “Minimum quantity” value for items, and select "auto-fix" for the Minimum quantity alert in the Transaction Type Settings, a negative quantity will now be blocked from the shopping cart. You must be using the new order center for this feature to be enabled.
To set a Minimum Quantity for items, load it in your items Excel file and map to the "Minimum quantity" field, or import it via your automatic integration from your ERP.
To set the alert to auto-fix, go to Settings -> Sales Activities -> Transaction Types
Edit the Transaction Type you wish to apply the setting for (typically "Sales Order") and go to the "Settings" tab. Select "Auto-fix".
Sync your iPad.
From now on, it will not be possible to enter a negative quantity for an item.
You may now drill down into each chain store customer as a separate Account with its own Account Dashboard, and Activity List. Whereas previously all transactions, activities, and history were displayed collectively for all chain stores under the parent Account.
This is a major improvement that allows you to view the sales information and history for individual chain stores.
To enable this, you must be using Account Types so that you may configure the view type to: “View all Accounts (including branches)”
Smart Search for Accounts and Items (new Order Center only) has been improved to return results for search criteria that need to have more than one value per field. This allows you to receive the accurate results when selecting more than one option in the smart search box.
Each of your customers sells products from different departments. The “Department” field you are searching by has one or more of the values: Children, Women, Men, Babies, Teens
Customer A: Children, Women
Customer B: Children
Customer C: Men, Teens, Women
Customer D: Babies, Teens
A Smart Search that selects Children and Women will now return Customers A, B, C
A Smart Search that selects Men and Women will now return Customers A, C
And so forth. . .
The logical operator between the values selected for each Smart Search field is “OR”
The logical operator between the fields is “AND”
How to configure multiple values per field for Accounts
To be able to load more than one value per field, you need to:
- Create an Accounts custom field type “Multi Choice”
- Add the Custom Field to the Account Smart Search layout
- Load values to the field in the Accounts data
Create a custom field type “Multi Choice”
Go to Accounts -> Fields and Add a Custom Field:
Field Name: The label for this field
Field API Name: Auto-filled (with TSA hard coded prefix)
Field Mapped Name: enter a name that will be used when uploading values to the field.
Values: Enter a list of all possible values for the field.
Add the Custom Field to the Account Smart Search layout
Settings -> Accounts -> Smart Search
Edit the form of the Rep/Admin or other profile that will conduct the Smart Search to include the custom field you created.
Load values to the Multi Choice field in the Accounts data
In your Accounts file, the column heading for the field is the “Field API Name” and the values are separated by the internal delimiter. In many cases, it will be a semi-colon.
Delimiter – Use the internal delimiter defined in Settings -> ERP Integration -> configuration.
Now map your Accounts data and select the Field API Name when mapping this field:
Sync your Pepperi app on your iPad and you will be able to select multiple values for each Smart Search box defines as a Multi Choice, and get the correct results.
How to configure multiple values per field for Items
The multi choice selection for Items Smart Search is configured very similarly to Accounts. The only difference is that you must be using the NEW Order Center to add the custom field to the Smart Search configuration (custom fields cannot be added to Smart Search in the regular Order Center).
- Create an Item custom field type “Multi Choice”
- Add the Custom Field to the Transaction Smart Search layout (new order center only)
- Load values to the field in the Item data