Salesperson Account - My Account Homepage
The IBOS Salesperson user account provides your sales personnel with the capabilities to manage multiple customer accounts under their name. With this feature, your sales people can access the different account information of their customers and even process requests such as submitting quotes and placing orders on their behalf.
These transaction details and other account information can be tracked in the Salesperson My Account Homepage. The homepage is divided into two sections - the My Account section and the Customer Account section.
Sales Person - My Account Section
The Salesperson - My Account section displays a summary of accounting data based on the transactions made by your sales team on behalf of their customers. Information shown in this section includes the quotes and orders submitted on behalf of the customers. This section also provides your sales team with a shopping feature that allows them to submit orders and quotes for their customers.
Only one customer account is highlighted in the main homepage. However, it comes with the option to switch customer accounts to help your sales personnel access the other customer accounts under their name.
The Salesperson My Account page also gives your sales people the ability to set who their default and current customers will be as well as schedule events using an open calendar feature.
Setting a Default Customer
The Salesperson My Account Home page allows your sales team to switch to different customer accounts using the Default Customer drop-down menu.
Once a customer has been set as the default account, your sales team can view basic personal information about that particular customer including the customer’s name, number, address, and phone number.
Until your sales team switches to another customer account, the account information and details of the customer set as the default will be displayed after every log in.
Setting a Current Customer
The Current Customer drop-down menu gives sales personnel the ability to select a customer account without setting it as the default account.
This will allow your sales personnel to access and view a customer’s account information even if that account isn’t set as the default customer. It also gives your sales personnel the ability to request for quotes and place orders on that customer’s behalf.
Once a customer has been selected from the Select Customer drop-down menu, the account details of that customer will be displayed. This includes the Current Statement section as well as the Invoices, Orders, Statements, Quotes, Estimates and Jobs tables.
Cart Entry
The Cart Entry section provides your sales team with a tool to place orders and submit quotes for their customers.
The section comes with a Select Customer drop-down menu which gives your sales team access to the different customers under their name.
It also comes with an SKU field which can be used to search for the products to be ordered. The complete SKU can be typed on the field or if your sales people are unfamiliar with the SKU number, they can type one or two digits and the system will display all the products which have the same numbers in their SKU. The Quantity (QTY) field under the SKU field lets you set the number of items to be ordered.
The Cart Entry section also has its own Shopping Cart table. Items can be added using the Add to Cart button beside the Quantity (Qty) field. Just like your website’s Shopping Cart page, the table displays the product’s SKU, Name, Quantity (QTY), Price and Total. It even lets you remove items from your cart using the Remove checkbox. Once checked, just click the Update Cart button to process your changes.
Finally, the Cart Entry section gives you the option to submit your order using the CheckOut button or to request for a quotation using the Quote button.
My Quotes
The My Quotes page provides a list of the quotes made directly by your sales personnel for their customers. It does not display the quotes made by the customer themselves. The section also comes with a Select Customer drop-down menu so that your sales person can switch to different customer accounts.
Just like the standard Quotes section, the My Quotes page comes with search parameters to help you look for archived quotes. The parameters include:
- Quote Number
- Status
- Job Number
- Job Name
- Date Range
- Specific Date
- Date From
- Date To
Most of the search filters above can also be seen in the Quotes table including the Quote Number, Date, Job Number, Job Name, Status and Amount of the quote.
My Orders
The My Orders section displays the orders made directly by your sales personnel for their customers. Orders listed here do not include those that were made by the customer themselves.
The section comes with a Select Customer drop-down menu so that your sales person can switch to different customer accounts.
Just like the standard Orders section, the My Orders page comes with a search feature with different parameters to help your sales team look for archived orders. The search parameters include:
- Order Number
- Status
- Job Number
- Job Name
- Date Range
- Specific Date
- Date From
- Date To
The search filters above can also be seen in the Orders table including the Order Number, Date, Job Number, Job Name, Status and Amount of the quote.
Salesperson - My Calendar
One of the highlights of the Salesperson Account is the My Calendar feature. The My Calendar feature was created so that your sales personnel can post their scheduled events. Events posted here is accessible to all other members of your sales team. This is beneficial for your team since it allows them to keep track of their events and avoid any scheduling conflicts with their co-workers.
To add an event on the calendar, just right-click the on the date you want to bring up the New Event button. Click the button to open the New Event window.
The New Event window provides the fields and settings you need to set your event. This includes:
- Title field
- Start and End Time
- All Day option (checkbox)
- Description
- Enabled (checkbox)
The New Event window also comes with a Recurrence option that lets you configure how frequent the event will be displayed on the calendar. This could be Hourly, Daily, Weekly or Monthly.
It also provides other settings such as:
- No End Date
- End After ___ Occurrences
- End By (Date)
Events that are added to the Calendar can be edited or deleted provided the date of the event has not yet lapsed.
Sales Person - Customer Account Section
The Customer Account section displays the account information based on the transactions that were made either directly by the customer of by the salesperson assigned to them. This makes it different from the My Account section which only displays data based on the transactions done by the Salesperson on behalf of the customer.
Just like the standard My Account page, this section provides access to all of the customer’s pertinent account information such as Estimates, Quotes, Orders, Invoices, Jobs, Statements and client-specific price sheets.
Estimates
The Estimates section displays a customer’s list of items that were given special pricing. The Estimates table displays the following information:
- Estimate Number (#)
- Date
- Job Number (#)
- Job Name
- Status
- Total Amount
The section provides search filters which can be used to look for archived information. It also allows the sales team to toggle from one client to another using the Select Customer drop-down menu.
Quotes
The Customer Quotes section displays the customer’s quotes. This includes the quotes requested by the customer’s assigned sales personnel and those requested directly by the customer.
When viewed by your sales team, the Customer Quotes page displays a drop-down menu that lets them switch to a different customer account. This drop-down menu is not available when this page is viewed by regular users.
The Customer Quotes page contains a number of features that’s similar to the standard Quotes page. The section has a search feature that allows your sales team to look for archived quotes. Each quote also links to their respective details pages where the data can be downloaded as a PDF file or Excel Spreadsheet.
Open Orders
The Customer Orders section provides the list of orders under a customer account. This includes the orders made by the salesperson and those submitted directly by the customer.
The Customer Orders page has a drop-down menu that allows your sales team to toggle between different customer accounts. The drop-down menu is not available when this page is accessed by regular users.
Just like the standard Orders page, this section has a search feature that lets your sales team go through archived information dating back to a year. The orders on file also link to their respective details pages where the data can be downloaded as a PDF file or Excel Spreadsheet.
Invoices
The Customer Invoices section displays the invoices generated for a customer account. This includes the invoices based on the orders made by the assigned salesperson and those submitted directly by the customer.
The Customer Invoices page provides your sales team with a way to switch to different customer accounts through the Select Customer drop-down. Access to the drop-down menu is exclusive to your sales team and it is not displayed when this page is accessed by regular users.
Similar to the standard Invoices section, this page contains a search feature that lets you browse through archived invoices. All invoices listed in this section also link to their respective details pages. Data from that page can be downloaded either as a PDF document or Excel spreadsheet for printing.
Statements
The Customer Statements page displays a table listing all statements generated for a customer account. It comes with a Select Customer drop-down menu that gives your sales team the ability to switch to different customer accounts.
Access to the drop-down menu is exclusive to your sales team and it is not displayed when this page is accessed by regular users.
All statements listed in this section also link to their respective details pages. Data from the Statement Details can be downloaded either as a PDF document or Excel spreadsheet for printing.
Jobs
The Customer Jobs page shows all the Jobs under the customer account assigned to a salesperson.
Just like the other My Account sections, it comes with a Select Customer drop-down menu that allows your sales team to switch to different customer accounts. Switching to a different customer will display the set of Jobs for that particular client.
Access to the drop-down menu is exclusive to your sales team and it is not displayed when this page is accessed by regular users.
The Jobs listed in this section can be selected to open its respective details pages. The Job information on these details pages can be edited.
Client Price Sheets
The Vendor Price Catalogs or Client Price Sheets gives your sales team access to your different brand-specific price sheets. These price sheets eliminate the hassle of going through the entire product catalog just to search for the brand their customers are looking for.
Upon selecting a brand, a spreadsheet listing down all the available items will be launched in a new tab or window. The items in the list can be clicked on to direct your sales team to the item’s product details pages.