Field & Sales Rep Mobile Order Taking
- Boost customer visits
- Reduce field staff support calls
- Increase instore order size
- Minimize order taking errors
Field & Sales Rep Mobile Order Taking
Our reps can serve 14% more customers with Pepperi versus our legacy system.
National Sales Manager, Design Group Australia
Since introducing Pepperi, we’ve seen an 89% reduction in customer service calls.
CEO, Vintage Foods
Pepperi resulted in a 10% increase in the number of instore orders created and 6.4% increase in shelf availability of "must-have" items
Commercial & Sales Director, Kimberly-Clark
When I asked our sales reps & admin assistant how many errors were avoided, the answers are between 50 and 90%
Head of eCommerce, Hacarem Spirits
Sales Rep Software Order Taking App with Out-of-the-Box Functionality
The Sales Rep App is a native mobile order taking app that allows your field sales team to efficiently take orders on the go. Reps can access product information, catalogs, check inventory, place orders, take payments and manage customer information directly from their tablet or mobile phone.
Pepperi's mobile order-taking app offers extensive out-of-the-box functionality, eliminating the need for complex customizations and impersonation (aka log-in as a customer). It reduces operational expenses by using the same business logic for sales reps and buyers.
Products and Catalog
Ordering & Order Management
Pricing & Trade Promotions
Inventory
Personalization
Customer Management
Route & Activity Planning
Reporting & Analytics
Mobility
Multiple catalogs
Create catalogs using different product categories, currencies, or assign dedicated catalogs for different types of buyers
Multiple catalog views
Per device size and orientation
Multiple images per item
Upload up to 6 images for each catalog item
Product attachments
Upload videos, PDFs and other item assets - available offline
Smart search & dynamic filters
Locate items in seconds
Product hints
Configure Item indicators to see if Item is in stock, has a discount or special price list
Wishlists
Set favorite items for easy future ordering
FTP image uploader
Scheduled or manual daily sync, map item ID to filename
Related items/substitutions
Display items that are related to a specific item in your catalog in a carousel format; supported on web and mobile apps
Multiple UOM support
Have the same products available in different units of measure and support pricing, discounts and surcharges on the UOM level
Unlimited SKUs
Upload unlimited SKUs
Import orders
Import large and multiple orders with distinct shipping addresses via CSV file in one go
Barcode scanning
Order directly from the product pages and from camera on your Android/iOS device
Quick order
Decimal quantity ordering
Enable ordering items in decimal quantities
Bulk ordering
Purchase large quantities of goods in a single transaction
Min order amount
Set a minimum value or quantity of products that a buyer must meet to place an order
Maximum quantity limitations
Set a maximum value or quantity of products that a buyer can buy in a single order
Mix and match variants to meet minimum quantity
Combine different product variations to reach the required minimum quantity for ordering
Interval quantity ordering
Order products in predefined quantity increments
Predefined order lists
Create unlimited predefined order lists and save them under different names for future orders
Backorders
Orders SKUs that are temporarily out of stock
Multiple stores ordering
Order for multiple accounts
In-order process alerts
Configure various alerts during the ordering process
Order cut-off times
Set a deadline for processing orders to be shipped
Multi lingual
Set the online store in different languages
Multi currency
Set pricing in multiple currencies
Real-time shipping rate
See real-time shipping rates at checkout
Pricing matrix hierarchy
Manage product prices across various dimensions and organize pricing logic across different tiers by incorporating factors like negotiated contracts, volume discounts, promotions, and loyalty rewards
Volume pricing
Offer discounts or adjusted prices based on the quantity of products purchased
Multiple price lists
Display different pricing for different customer types
Trade Promotions
Set up a variety of promotions and apply them to items, packages, bundles and orders
Item Promotions
Give incentives on items based on quantities purchased. Buy "X or more" quantity of an item and get:
Discount %
Discount Price
Total Price
Additional item(s) free (same or other item (s))
Additional item(s) discounted (same or other item(s))
Packages promotions
Give an incentive on a group of items the customer selects from a list you have defined, such as "Pick any 5 items from the list for $25"
Bundles promotions
Give incentives on groups of items you have predefined such as a bundle of 12 products that are sold together for a fixed price or at a discount
Total order promotions
Buy "$X or more" and get:
Discount %
Discounted Price
Additional item(s) free (predefined, or user selected)
Additional item(s) discounted (predefined, or user selected)
Gift with purchase
Receive free gift for each $X amount you buy from a list of items
Category discount
Set up a max discount provided for a category of products
Quantity discount
Buy X items get X free
Mix & match
Buy multiple SKUs mix and match get $Y off / get Y% off
End of order
Spend over $X and get item Y free / get $Y off / get Y% off
Category threshold
Buy more than $X amount from a category or a list, and receive a discount on the order level
Supermarket variety discounts
Order 'X' and 'Y' and offer 'Z' for free
Assortment pricing
Group similar items together for quantity price breaks at multiple tier levels
Tax calculations
Support different tax calculations, such as municipal vs state tax, on different item types such as alcoho
Discount recalculation
Calculate discounts based on various predetermined loyalty programs and multiple tier levels
Multi-warehouse Inventory
Assign accounts/sales reps to single/multiple warehouses
Cross-warehouse inventory visibility
Check inventory at other warehouse locations
Stock taking
Check and update all inventory and push the data back to the ERP
On-the-fly stock prioritization
Automatically prioritize ‘Quantity Available’ for carts with multiple duplicate line items of the same SKU
Real-time inventory / prices
Provide access to real-time inventory and pricing
Theme editor
Custom colors, fonts and buttons
Custom domain & branded login page
Use your own domain instead of app.pepperi.com
Custom homepage
Use prebuilt template with customizable header and content sections
Multiple catalogs
Create catalogs using different product categories, currencies, or assign dedicated catalogs for different types of buyers
Multiple account types
Define accounts by different types, e.g. (leads, prospects, customers, mom and pop /chain)
Multiple stores ordering
Order for multiple accounts
Multiple price lists
Display different pricing for different customer types
Multiple catalog views
Per device size and orientation
Multiple order/transaction types
(e.g. order, return, invoice )
Approval workflows
Configure workflows to match specific business requirements, ensuring that orders meet certain criteria or receive authorization from designated individuals or departments before proceeding
Multi lingual
Set the online store in different languages
Multi currency
Set pricing in multiple currencies
Order History Tracking
Easily monitor past transactions for efficient management
Return authorizations
Set predefined rules for returns
Invoice portal
View financial information - Invoices, account-receivable-aging, credit line etc.
Split/partial payment
Choose which invoices to pay, when to pay and how much to pay
Track deliveries
Embedded links to shipments tracking
Push notifications
Message center with push notifications – sends messages to buyers when orders or activities are processed
Customer service
Service request (returns etc.), service request history, contact us
Content management
Upload and share marketing materials
Map view of accounts
Categorize the accounts by different properties and present them as color coded pins on a map
View accounts near you
See a map view of accounts near you
GPS navigation to customers
Accurate and efficient route guidance for sales reps
Sales rep schedules activity on map
View scheduled appointments on a map
Calendar planning view
Schedule appointments in a calendar view in the app
Activity lists
Map view of all activities and orders. (i.e. submitted orders, orders awaiting approval, abandoned carts)
Insights
View top selling items, product categories, best selling accounts, sales programs, etc
Compare current annual sales with previous years
View commission information
Target Dashboards
Compare reps by targets
Track Reps monthly targets
Track actual vs. targets by account / brand
Visit KPIs per week
Account dashboard charts
Top items, sales revenue and units year over year comparison
Transaction line item reports
Configurable Item sales history reports, track item sales by customer, brand, promotion tracking, or custom field
Rep activity report
Table and map view
Native app
Native app on iOS, Android and web
Online/Offline
Full offline functionality with Auto Sync
Presentation mode
Portrait & landscape presentation mode
Views
Configure views per device size and orientation (portrait/landscape)
FAQs
Can the Sales Rep App work offline?
Yes, the Sales Rep App has offline capabilities. You can access product information, create orders, and update customer details even without an internet connection. Once you reconnect to the internet, the app will automatically sync the data with the central system.
How does a Sales Rep app differ from impersonation?
Impersonation refers to a sales rep’s ability to log in as a customer and assume the identity of a buyer temporarily. Pepperi maintains separate environments for sales reps and buyers, avoiding the pitfalls of impersonation. Sales reps have their own platform to interact with, which allows them to guide buyers through the purchasing process, suggesting relevant promotions, products and services that align with the buyer's needs.
What types of businesses can benefit from using the Pepperi order taking app?
The Pepperi order taking app is ideal for B2B wholesales and distributors in the FMCG (Fast-Moving Consumer Goods), Food and Beverage, Eyewear, and Jewelry industries. These sectors often require efficient, accurate order processing to manage high-volume transactions and maintain customer satisfaction. However, any business that relies on a field sales team to take orders can benefit from the app's features, which enhance efficiency and order accuracy.
How easy is it for businesses to customize features within the app?
The system's ability to adapt to unique business needs through custom forms and fields, without requiring any coding, ensures a solution perfectly aligned with specific requirements. This outstanding configurability and technical flexibility makes Pepperi an ideal choice for businesses looking to easily modify workflows, business rules, and forms.
More sales reps related content brought to you by Pepperi
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