Shop
The Shop page allows users to build an order for a customer. The Shop page is available for customers only, not leads.
The display area will list items, and each item will include the following information:
- Favorite (star icon indicator)
- Item Image (if client has feature)
- Item Name, Brand Equivalent, Manufacturer
- Item #, Category
- Icon List (e.g., refrigerated, short date, previously purchased)
- Size
- Target Price, Minimum Price, Saved Price
- On-Hand (quantity), On Order (quantity), Soonest Exp. (date)
- Last Invoice, Last Price, Last Date
- Current Month, Previous Month, 2 Months Ago
- Quantity (to be entered/adjusted by Sales Rep)
- Price (to be entered/adjusted by sales rep)
- Add Competitive Price Button (dollar sign in hand icon; see "Add Competitive Price" below)
The Shop page can be searched, filtered, and sorted by the following:
- Search (keyword)
- Item Status (dropdown):
- All
- In Cart
- Not In Cart
- Item Filters (multi-select dropdown):
- All
- In Stock
- Short Date
- Previously Purchased
- Favorite
- Item Category (multi-select dropdown; can be customized)
- Sort By (dropdown):
- Generic Description (A-Z)
- Generic Description (Z-A)
- Sold Units MTD
- Previous Month Units Sold
- Two Months Ago Units Sold
- Revenue MTD
- Previous Month Revenue
- Two Months Ago Revenue
- Unique Clients MTD
- Previous Month Unique Clients
- Two Months Ago Unique Clients
- Unique Invoices MTD
- Previous Month Unique Invoices
- Two Months Ago Unique Invoices
- Last Invoice (New – Old)
- Last Invoice (Old – New)
- Last Price (High – Low)
- Created Date (New – Old)
- Suggested
- Popular
- At Risk (High – Low)
- Reset
Note: Orders placed with sales prices that are below the minimum price need to be approved by the sales manager.
Client's Shop Page
Select the "+ Add to Cart" button on an item to add to the Cart, and it will add one (1) by default. Update the quantity of an added item by typing in the desired number or clicking the +/- buttons.
If you lower the quantity of an added item to zero, a popup will confirm the removal.
The cart will automatically update when you change the quantity.
The total number of items in the cart will be displayed - along with the order subtotal - on the blue "Cart" button above the shop list on the right (only appears when at least one item is added). Click this icon to access the cart.
Cart Button
Selecting the “Add Competitive Price” icon displays an Add Competitive Price side panel for input.
Add Competitive Price
Here, Sales Reps and Managers can add the Vendor Name and Price (both required) information for later review regarding how competitors are pricing specific items. Files can be uploaded, such as invoices or screenshots, to further explain and illuminate individual competitor price notes. Please see Items - Competitive Prices and Reports - Competitive Prices for further information.
The Shop page can be displayed in a list view or a grid view. The grid view format is useful, as it displays pictures for each item. This can be helpful for customers to verify the correct item they are looking for. The grid view, which can be customized based on business decision, displays item details such as:
- Item picture
- Item Name (hyperlink to Item Details page)
- Brand, Manufacturer
- Description
- Quantity on hand
- Price (adjustable; orders placed with sales prices that are below the minimum price need to be approved by the sales manager.
- +Add to Cart (button; once selected, users can change the quantity using the minus or plus signs or by typing the number in the textbox. Doing so will add the item(s) to the Cart and a Blue Shopping Cart Total button will be updated at the top right-hand of the page.
Client's Shop - Grid View
When an item is requested via the shop page in CRM or e-commerce portal where the requested amount is more than what the business has on hand, that item gets marked as a "Lost Opportunity." Please refer to Reports - Lost Opportunity for more information.
Updated 14 days ago