SALES REP PORTAL

Provides full functionality for sales order and customer account management from desktop, iPhone or iPad.

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• Sales reps only see their own accounts

• Team leaders and managers can access all accounts across their team members

• Reps can edit their own personal info

• ‘My Accounts Comparison’ button generates a graph of sales performance over the last 2 years

• Customer accounts can be searched alphabetically, by Visual World ID or by key attributes

• Product menu allows searches by Visual World ID, keywords, description, varietal, appellation, wine region or pack size

• Orders menu displays sales orders in process, completed orders, samples orders or unsubmitted web orders.

• Invoices menu provides choices for viewing open, closed or all invoices. An invoice report can be downloaded as an Excel spreadsheet for offline analysis

• ‘Check for Back Orders’ button displays list of all previously backordered products that are now available for shipment.

• Sales order entry screen displays product ID, description, vintage, pack size, qty available, status (out of stock, available, etc) frontline price and summary of any deals containing that product

• Fully customizable messages can be added for display on the rep/team home page.