Sales Teams

Remote in-house sales support.

Media

TAP Overview for Sales Teams

Create New Customers and Set Price Lists

Product Catalog and Stock Availability

Order Entry

Orders, Invoices and Shipments

Pay Invoices with Credit Card and ACH

Payments and AR Balance

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.