Trade Acceleration Portal 2.0

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.

Customer

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.

Grant a single customer access

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.

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 '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.

Remote in-house Sales Team

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.

TAP key functions

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:

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.

Configuration Options

Basic Configuration

Configuration > Basic > Configure

Workers Configuration

Configuration > Workers > Configure

Customer Configuration

Configuration > Customers > Configure

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