Trade Acceleration Portal 1.0

The TAP is a built-in, multi-functional self-service B2B ecommerce portal. It shares the same database as your Salesorder system and requires no integration.

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TAP benefits

The TAP has two key benefits:

Fixed cost and effort savings

Save at least $15K per annum in time and costs: Based upon 240 days in the working year, our research shows customer-facing workers in wholesalers spend 93 days or 40% of their time in a year answering customer calls and emails. At $20 an hour, that's over $15K per year wasted.

Increased margins

Reduce commission fees: If you trade on marketplaces you can save commission fees by diverting new customers acquired on the marketplace to your TAP.

Reduce card payment fees: We offer highly competitive fees for card and ACH transactions.

TAP highlights

• No expensive or complex integrations - it's built into your system.

• Completely customizable

• Responsive and works on mobile and tablet devices

• Deploy multiple TAPs at no additional cost

• Send TAP links via email

• Embed TAPs on your web pages

• Add users, and access permissions

• Allow order capture by manual entry or barcode scanner.

What can the TAP do?

The TAP is a B2B ecommerce 'portal' and can be configured for three specific purposes:

1. B2B Customer Ecommerce.

2. B2B Independent Sales rep support.

3. Remote in-house sales rep support, e.g capture orders using barcode scanners at tradeshows.

B2B Customer Ecommerce

To enable access for a Customer to the TAP, you must set a username and password on the Customer Master profile. When you save these settings the customer will receive an email notification. This will contain the credentials you set.

Customers>customer name>Profile>Customer Portal>Enable Shopping Cart (check this box), and 'Enable Shopping Cart'. See 'Grant a single customer access'.

You can bulk upload these settings using the customer or workers import template. See 'Bulk uploading Customer and Worker TAP credentials'.

In this mode, the following features are available to your customer:

• Secure login from mobile devices.

• Catalog view and search by category.

• Stock availability view (real-time).

• Place orders (enter manually or use a barcode scanner).

• Track orders and shipments (real-time).

• View order history.

• View accounts receivable balance (real-time).

• View invoices.

• View invoice history.

• Pay Invoices using ACH or Card.

• View payment history.

• View and accept Quotes.

• Configure customer user permissions e.g. order approvals.

• Register as a new customer.

B2B independent sales rep support

You can configure the TAP to enable your independent sales reps to log in and view customers they own. When you set the 'Owner' on a Customer master to the 'Worker' name, the Customer and its associated documents will be displayed to the rep.

You must set the 'Worker Type' to 'Sales Rep'.

Company>Workers>worker name>Worker Type = Sales Rep.

In this mode, the following features are available to your independent sales reps:

• Secure login from mobile devices.

• Catalog view and search by category.

• Stock availability view (real-time).

• Place orders (enter manually or use a barcode scanner).

• Track orders and shipments (real-time).

• View order history.

• View invoices.

• View invoice history.

• Register as a new customer.

Remote in-house sales support

In this mode, the following features are available to your customer.

• Secure login from mobile devices.

• See ALL customers.

• Catalog view and search by category.

• Stock availability view (real-time)

• Place orders (enter manually or use a barcode scanner)

• Track orders and shipments. (real-time)

• View order history.

• View accounts receivable balance (real-time).

• View invoices.

• View invoice history.

• Pay Invoices using ACH or Card.

• View payment history.

• View and accept Quotes.

• Configure customer user permissions e.g. order approvals.

• Register as a new customer.

TAP key functions

Access to Functions is configurable. See ‘TAP configuration’.

(1) Customers and Contacts are not visible to Customers.

(2) Pay Invoices, Balance, and Users are not visible to Reps.

Function Tab	Description
Customers (1)	A searchable and selectable list of Customers owned by the logged in Sales Rep. The row displays the respective Customer balance.
Contacts (1)	A searchable and selectable list of Customer contacts owned by the logged in Sales Rep.
‘Products’	Search and review product availability and detail including pricing adjusted as per the price lists (See Price Lists) assigned to customers.
‘Shopping Basket’	Items added to a Sales Order are displayed here. Users can select from Billing and Shipping addresses held on record for the Customer. Users can add or modify billing and shipping addresses. Users can enter their Purchase Order number in the ‘Customer ref field’.
‘Quotes’	List of searchable and sortable Quotes. Users can drill down, review and print Quotes.
‘Orders’	List of searchable and sortable Orders. Users can drill down, review and print Orders.
‘Shipments’	List of searchable and sortable Shipments. Users can drill down, review and print Shipments.
‘Invoices’	List of searchable and sortable Invoices. Users can drill down, review and print Invoices.
‘Pay Invoices’ (2)	Users can find, select and make full or partial payments for Invoices using ACH or Card. See ‘TAP Configuration.’ for details on Payment processing.
‘Balance’ (2)	A List of all Accounts Receivable transactions for the Customer.
‘Payments’	A List of Payments and their respective status.
‘Users’ (2)	A List of Users. Users with the appropriate permissions can add users here.

Category search

The 'Search' function is permanently displayed in the top of the TAP user interface.

An additional Category filter that works in conjunction with the Search function can be enabled on the Product List, Grid, and Detail pages. See here to configure.

This filter tool has two actions:

Any/All

Use this control to specify if any or all of the categories selected filter the Search.

Categories

This dropdown displays a list of categories.

Click on a category to select and add it to the field so it becomes an active filter on the search results.

Create a TAP

Login as Master Administrator and goto Setup>Shopping Carts>New Trade Acceleration Portal.

Select a 'Theme'

Name the TAP and Save.

You'll need to configure your TAP before deployment and assign login credentials to TAP users.

The following 'Portal' settings are being deprecated and don't affect the TAP:

Customer>Configure>Customer Portal (both settings)

Customer>Profile>Customer Portal>Enable Portal Shopping Cart

Add logo to the TAP login and home pages

Logo image size? Begin with an image 600 pixels wide and as tall as you need to preserve the aspect ratio. Change the image size so as it works on a mobile as well as a desktop device.

Go to the TAP Configuration page. This is accessible by Master Administrators from the Gear icon on the TAP window footer or Login page.

Scroll down to 'Home Page'.

Click 'Configure' on the index.html row.

Click 'Select Image'.

The File Manager will be displayed.

Locate and upload your logo image (click 'Start Upload').

Click 'Return to Files List'

Click on the filename you just uploaded.

Click 'Save' (the system will not confirm you've saved the setting).

Click 'View Cart'.

The TAP user login page will be displayed.

Check the size of the logo.

If necessary, resize the image to upload, and repeat the above steps.

Copy a TAP

Setup>Shopping Carts>

Open the TAP you want to copy

Action>Create Copy

Enter up to 10 characters to name the TAP and Save.

TAP Configuration and Settings

You have to be logged in to Salesorder.com (the app) as Master Admin to access this page. The Configuration page is accessible via the Gear icon which will appear:

• To the right of the password field on the TAP login page.

• When you are logged into the TAP In the bottom left-hand corner of each page in the TAP.

From the configuration page, you can customize elements of the user experience (UX).

Basic Configuration

Settings>Basic>Configure

Setting	What it does
Cart Access	Specify or disable Trading partner access.
Ordering	Enable the Shopping Basket, allow order editing and cancellation, Display price and tax, and configure trading partner order types to be orders and/or quotes.
Products	Configure Item type visibility, and site stock visibility, include/exclude products displayed by classes, and dynamically reduce displayed stock levels by quantities on TAP orders.
Default List Sizes	Configure rows to display.
Product View	Choose List or Grid.

Worker Configuration

Settings>Worker>Configure

If you set Customer/Order access permissions you are allowing independent reps to see all of your customers and orders. When these two boxes are unchecked, independent sales reps can only see the customers they own.

Setting	What it does
Stock Level Visibility	Show stock visibility.
Customer/Contact Permissions	Allow editing and creation.
Customer/Order access	View all customers and orders regardless of ownership.
Ordering	Edit Quotes | Create pending orders from quotes.
Unused Payments and Balance	Disable the display of the customer's accounts receivable balance.
Worker Sidebar Actions	Display actions and views for the worker.

Customer Configuration

Settings>Customer>Configure

Setting	What it does
Registration	Allow customers to register. Contact [e-mail] to setup.
Taking Payments	Enable ACH and Card Payments.
Stock Level Visibility	Show stock visibility.
Ordering	Allow Quotes to be converted to Pending Sales Orders.
Unused Payments and Balance	Disable the display of the customer's accounts receivable balance.
Customer Sidebar Actions	Display actions and views for the worker.

Custom JS (Javascript)

Use this placeholder.

Home page - index.html

Company strapline adds a string of bolded text to the Login page.

Company login page image - upload an image.

Company logo - upload an image to be displayed in the top LH corner of pages within the TAP.

For guidance on how to upload images and use the File manager see this video.

For example, add a logo to the TAP login page.

Product List, Grid, and Detail .html

There is a checkbox to enable the Category filter tool to display on these pages:

• product_list.html

• product_grid.html

• product_detail.html

Other pages:

You can Edit or substitute HTML and Configure Column views.

The system displays a check mark against pages that have been customized.

You can reset to fall back to the standard page design.

Templates:

You can add new pages here.

File Manager

The TAP File manager enables users to upload and store the following file types:

• Images (jpg, png, etc.)

• Videos (mp4, mov, etc.)

• .txt

• .log

• .html

• .htm

• .xml

• .js

• .css

Users can create folders to organize files.

Embed / Share a TAP

Setup>Shopping Carts>Your TAP>Embed/Share

Use the embed in a web page code or link to deploy or share your TAP.

If you're stuck, tell your web designer you need help 'embedding an iFrame', or email [e-mail].

Popup Modal Window

There is an option to present TAP users with a popup modal* login window.

To embed this, just before the body tag close </body> put the following code:

<script id="_tap" account="424XXX" cart="My Cart" src="http://login.salesorder.com/salesorder/socart/login/login.js"></script>

Where 424XXX and MyCart are the account number and TAP cart name respectively.

Create a login href link like this

<a class = "_tap" >Login</a>

Note the link can have extra classes as required.

*A modal box or lightbox displays in front of and deactivates all other page content. To return to the main content, the user must engage with the modal and complete an action or close the box.

Add TAP users

Customers can add users: Grant a customer access to your TAP, and they can log in and grant access including permissions to their coworkers.

Grant a single customer access

Customer>Profile>Customer Portal>

Enable the Login, add the credentials.

When you click Save the Customer the system will send an email to the main contact with the credentials embedded in this email template:

Setup>Email Templates>Customer login details reminder

See Email Templates to customize.

Grant an independent sales rep access

Create the Worker

Set the Worker Type to Sales Rep

Worker>Login Details>

Enable Login

Set Username and Password

Set Role to Portal Only

Save.

Bulk uploading Customer and Worker TAP credentials

Grant a customer user permission to add their designated user(s)

Go to the TAP Configuration Page. This is accessible by Master Administrators from the Gear icon on the TAP window footer or Login page.

Go to Customers settings

Make sure the sidebar action Users is checked.

Email your Customer a personalized Loom Video with instructions.

Need more functionality?

We're here to help: [e-mail].