ingenious
Sales rep access
Web modules > Sales rep access

ingenious provides a web portal with the help of which the sales representatives have access to the customer data and can view and create offers and orders.

The interface of the web portal is freely adaptable via HTML. The call for the field service module is URL: Port / WEB /. Any general content can be inserted in the appearing homepage. The modules provided by ingenious are accessible via the menu.

 

The field service web portal is password protected. The employees must be created as users in the ingenious database and use the same access data both locally and on the Web. If the web templates are prepared accordingly, then the same user rights are available on the Web as locally.

In detail, the following functions are available:

 

Contacts list view

Customers can be searched for and edited through the contact list.

 

Contacts list in the Sales rep WEB module

Contacts list in the Sales rep WEB module

 

Via the respective buttons per table row, a quotation can be created for the respective customer or the contact data record can be deleted. A new contact is added via the button "Create contact".

 

Contacts detail view

In the Contacts Detail view, the field representative can view and edit the general contact details of the selected customer, e.g. Add notes or change the contact.

 

Miscellaneous contact data

Miscellaneous contact data

 

 

Via tabs further details can be opened for the contact.

This way, the sales representative can open the file attachments stored for the customer and, if necessary, download them or even delete them when data is no longer up-to-date.

 

File attachments of a contact

File attachments of a contact

 

 

Via the special prices tab you can view and edit the individual customer prices and discounts. So the sales representative is always able to provide his customer with information without having to take special lists.

 

Special prices of a customer

Special prices of a customer

 

 

The notes display all notes of the contact, equivalent to the documents and notes in the local contacts detail view.

 

Notes of a customer

Notes of a customer

 

 

 

The additional addresses, such as the invoice and / or delivery address, are listed and maintained in the additional addresses.

 

Additional addresses of a customer

Additional addresses of a customer

 

Details of an additional address

Details of an additional address

 

 

Quotes and orders

Via the main menu the sales representative can navigate to the lists of all offers and all orders. There he can view all project documents, search for individual and edit if necessary.

 

Quotes list in the sales rep WEB module

Quotes list in the sales rep WEB module

 

 

The employee can be provided with the following functions:

 

An existing project document can be opened by double-clicking.

The detailed view is divided into 4 sections for a better overview. The individual forms can be opened via tabs.

 

Miscellaneous project data

Miscellaneous project data

  

The general project data provide an overview of the project addresses that were loaded from the referenced contact and contain the date as well as a project name (= commission) and a subject for free entry to be filled in by the processor.

 

In the project items all offer items are recorded, such as articles, free texts, discounts, etc.

 

Project items table

Project items table

 

 

The article menu ideally contains the matchcodes of the company's main products, which are added to a quotation via product configurators. For less used (single) items is an article search available.

Within the product configurators, logics ensure that only technically feasible combinations can be ordered. Errors or hints are displayed to the user immediately after each validation.

 

Product configurator with message 

Product configurator with message 

 

If several positions of the same article but with different dimensions and possibly in different variants are to be recorded, the use of the multiposition is recommended. After the basic variant has been configured, the individual values ​​are recorded in a separate form.

 

Basic configuration of a multiposition

Basic configuration of a multiposition

 

Acquisition of the measurement data of a multiposition

Acquisition of the measurement data of a multiposition

  

After completing the offer, it can be printed via the corresponding button in a PDF for further use / distribution.

 

Project items of a quote

Project items of a quote

 

 

Alternatively, the sales representative can send the offer directly as an attachment to an email. To do this, he opens the mail editor via the "Send e-mail" tab.

 

Mail editor in the Sales rep WEB

Mail editor in the Sales rep WEB

 

 

The e-mail address of the linked customer is already used in the mail editor, as long as it is stored in the contact. The processor can also send the email to additional recipients and enter a message text. He may also add the offer as an attachment.

 

If there are further explanatory documents for a project, e.g. a hand sketch of the measurement, a fax with the request of the customer, a photo of the installation situation, etc., then these documents should be collected as file attachments in the project. This can be added by the sales representative via the tab "File attachments".

 

Web form file attachments

Web form file attachments