Sales Rep Portal Module

Sales Reps and Agents have a Portal where they can login and view information about their customers on a connected tablet. Sales reps will typically

Have a /wiki/spaces/SI/pages/33055150 where they call or visit businesses in a sequence they decide
Review information prior to a call or visit
1. Sales Orders: current Sales Orders, future orders, Seasonal Orders, customer portal entered orders
2. Recent purchase history
3. Balance owing and Collections status
4. Interaction history including shared interactions with Collections department.
5. Sales notes (which team do they follow)
Visit the business and use the portal to
1. Count current stock levels to recommend replenishment order
2. Discuss product ranging options
3. Influence sales with the Display Share Discount or Moving Annual Target Discount ( /wiki/spaces/SI/pages/33055206) using the /wiki/spaces/SI/pages/33055200
4. Take photos of the store layouts, Competitors layouts etc.
5. Enter requests for Assets (like display stands or Fridges)
6. Enter a sales order through discussion with the business
  1. Using images, sales history, promotions, country wide top sellers list, Runout specials and viewing stock levels during the process
7. Capture a payment using credit card

When they walk out the door they may want to add some notes for next time or send emails about competitors - but otherwise their work is done.

Note a Sales Rep is an Employee however an Agent is an external contracted supplier with RCTI requirements - see Creditor Maintenance