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.
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:
B2B Customer Ecommerce.
B2B Independent Sales rep support.
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.
To list items available in the TAP
From the Items List on Salesorder.com...
Extra Columns
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.
Advanced Search
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.
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.
| Function Tab | Description |
|---|---|
Customers (1) | A searchable and selectable list of Customers. You can display the respective Customer balance. |
Contacts (1) | A searchable and selectable list of Customer contacts. |
‘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. |
‘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.
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
| Setting | What it does |
|---|---|
Cart Access | Specify or disable Trading partner access. |
Who Can Log In | Select from the dropdown:
|
Specific Customer (Use Ref #) | To grant TAP Access to a single customer, select 'Specific Customer' from the list and key in the Customer Ref # here. |
Ordering | Configure Settings for Orders |
Enable Shopping Basket | Allows users to view and use Shopping Cart. |
Edit Orders | Allows users to edit their Orders. |
Cancel Orders | Allows users to cancel Orders. |
Display tax rate in Basket | Enable to show the tax rate in the shopping basket. |
Display tax amount in Basket | Enable to show the tax amount in the shopping basket. |
Price Visibility | Choose if prices are displayed on the Product Grid/List. The options are:
|
Type of orders created (Worker) | Decide which type of orders workers can create. The options are:
|
Type of orders created (Customer) | Decide which type of orders customers can create. The options are:
|
Products | Configure settings for Products. |
Products Visibility | Decide which products you want to see on the TAP. Here are the options:
|
Warehouses/Sites used for Stock Levels | Select specific sites to show users the available stock. Leave blank to include all sites. To set up Sites go to Products/Services > Sites > + |
Product Classes | You can include or exclude specific Product Classes. |
Reduce Stock Levels by quantity on Orders | Reduce inventory by the quantity specified in Orders. |
Show category dropdown | Enable the category dropdown on the search bar to allow category-specific searches. |
Default List Size | Configure rows to display. |
Number of rows to display | Display 10, 25, 50 and 1000 rows at a time. |
Default Products View | Choose List or Grid. |
Select default product view | Choose between Grid or List for product display. |
Workers Configuration
Configuration > Workers > Configure
| Setting | What it does |
|---|---|
Stock Level Visibility | Show stock visibility. |
Stock levels visible | Show or hide stock levels for your Workers. |
Customer/Contact Permissions | Allow editing and creation. |
Allow Customer creation/edit | Control workers' ability to create and edit Customers. |
Allow Contact creation/edit | Control workers' ability to create and edit Contacts. |
Ordering | Configure Workers Permissions for Orders |
Edit Quotes | Enable to allow your workers to edit Sales Quotes. |
Quotes to Pending Orders | Enable to allow your workers to progress Sales Quotes to Pending Sales Orders. |
Unused Payments and Balance | Display Unused Payments and Balance |
Hide Unused payments and Balance | Disable the display of the accounts receivable balance. |
Actions Displayed for Worker | Display actions and views for the worker. |
Customer Configuration
Configuration > Customers > Configure
| Setting | What it does |
|---|---|
Taking Payments | Enable Payments |
Credit Card | Check to allow Credit Card payments. |
ACH | Check to allow ACH payments. |
Stock Level Visibility | Show stock visibility. |
Stock levels visible | Check to allow users to see stock levels. |
Ordering | Configure Customer's Permissions for Orders |
Quotes to Pending Orders | Allow Quotes to be converted to Pending Sales Orders. |
Unused Payments and Balance | Display Unused Payments and Balance |
Hide Unused payments and Balance | Disable the display of the customer's accounts receivable balance. |
Actions Displayed for Customer. | Display actions and views for the customer. |
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