Last updated
Last updated
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.
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.
The TAP is a B2B ecommerce 'portal' and can be configured for three specific purposes:
B2B Customer Ecommerce.
B2B Independent Sales rep support.
Remote in-house sales rep support, e.g capture orders using barcode scanners at tradeshows.
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 and 'Enable Shopping Cart' (check these boxes).
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.
To grant TAP Access to a single customer
Go to Configuration page > Basic > Configure > Cart Access > select 'Specific Customer' from the list and key in the Customer Ref # in the field below.
You must set the 'Worker Type' to 'Employee'.
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.
You can configure the TAP to enable your in-house Sales Team to log in to the TAP.
You must Create Worker > Set Worker Type to 'Employee'.
Worker > Login Details > Enable Login > Set Login ID and Password. > Set Role to 'Administrator'.
In this mode, the following features are available to your Sales Team.
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.
To enable ‘Available in Portal Cart’ column go to the Items List and go to Extra Columns and enable 'Available in Portal Cart' using the check box.
Use the advanced search option to list only items that are in the TAP.
Go to the Items List > Advanced search tab, find ‘Show only Items available in Portal Cart box’ and check it.
Click perform search.
This will bring up only the items that are available in the cart.
Access to Functions is configurable.
(1) Customers and Contacts are not visible to Customers.
(2) Pay Invoices, Balance, and Users are not visible to Reps.
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.
This filter tool has two actions:
Use this control to specify if any or all of the categories selected filter the Search.
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.
Configuration > Basic > Configure
Configuration > Workers > Configure
Configuration > Customers > Configure
You can configure the TAP to enable your independent sales reps to log in and view customers they own. When you set the '' on a Customer master to the '' name, the Customer and its associated documents will be displayed to the rep.
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