Settings - Company Profile

• Security settings - passwords
• Tools Menu Configuration
• Setting your own SMTP server to send Pepperi email notifications
• App Home Screen Configuration
• Company Branding - Logo and Home Screen

How to - Users

• Tradeshow mode - online customer search
• User Lists
• Reset password email
• Using Profiles to display information in the catalog in different languages per sales rep
• Assign functionality and configurations by user profiles
• Setting up Role Hierarchy in your Sales Organization

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Automatic ERP Integration with Pepperi - file based, no plugins

• ERP Integration Guidelines - READ FIRST
• ERP Integration: A Step-by-Step Guide
• ERP Configuration - Date, GMT, and Delimeter

How To - Orders

• PDF Order Configuration tips
• Pepperi Web Account Dashboard
• Alert Before Submission of a Transaction
• How To Upload Transactions / Order History
• How to Modify a Submitted Order
• How To Upload updated Transaction Statuses

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How To - Sales Transaction Types

• Workflow Designer
• Distribute Activity - Workflow action
• Push Notifications to devices
• Format Notification and Alert messages using HTML
• Setting up a Wishlist per Customer
• Profile Based Workflows

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How To - Pricing

• All About Pricing in Pepperi
• How To Assign Sales Reps Permission to Price Lists
• How to Change Your Currency
• How to Setup Price Levels (Price Lists)
• How to view and configure the Order Summary in the Cart
• Special Price Lists

How To - Discounts

• How to grant or take away permission to edit Item Price
• Uploading Main Category Discounts
• Cross-sell and Upsell Campaigns and Packages
• How To Work with Discounts

How To - Images

• How to design the Pepperi Home Screen background to support multi-device resolutions
• Uploading Multiple Images
• How to see which Items do not have images in your catalog
• Bulk Upload Images
• Image size and quality
• How To Upload Multiple Images and images for Color Variants of Matrix Items

How To - General

• Upload Account Latitude and Longitude Coordinates in Account file
• Variant Dimensions Configuration
• Sort Items in the Order Center by any field
• Device Specific Configuration of Catalog Views and Menus
• Submitting a Feature Request
• Mobile Printing with Brother RJ-3150 3 inch printer

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Activity Planning

• Upload Activity Planning in bulk using a CSV file
• GPS Navigation to your Customers
• Activity Planning Setup
• Viewing the Activities Planned and their Status

Settings - Items

• Item Share Email Info
• Image Uploader Setup
• Item Fields

Settings - Accounts

• Account Dashboard Layout
• Route Accounting (Van Sales/Multiple Warehouses)
• Account Lists
• Account Types
• Account Card Layout
• Accounts List and Map Views

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Settings - Sales Activities

• Change the Title in the PDF file for Orders and Activities
• New Activity Lists
• Alternative Activity Forms
• Efficiently Capture Potential Buyers at Trade Shows
• Creating Activity Forms for Sales Reps / Merchandisers
• Activity List Display Options

See all 8 articles

Settings

• Importing data to Account Dashboard charts (Widgets)
• User Defined Tables
• Multilingual configuration - Translation Files
• Configure dynamic Email Notification fields
• How a Multi-vendor Sales Rep benefits from Transaction Types in Pepperi
• Smart Search Settings (for Items and Accounts)

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Pepperi at Trade Shows

• Before and During a Trade Show with Pepperi - Important Guidelines
• Print an Order from Pepperi
• UPC Bar Code Scanning

Reports

• Transaction fields API names
• Transaction Lines Report Filtering
• Transaction Lines Report
• How To Customize Reports
• Reports

Online payment for Pepperi

• Manage your Subscription - update subscription, add users and more
• Become a customer - online payment for your Pepperi subscription