Sales Teams

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.

Last updated