Pepperi is designed with brands, distributors and retailers in mind. Setup guides for each promotion type are available in the Editor Guides for each promotion type. 6. To learn more about how to create Activity Lists: Sales Activity Lists. Manage different price levels and discounts. Thousands of users from Fortune 500s to boutique manufacturers use Pepperi's cloud platform to perform millions of transactions. Each promotion type has a priority, so you can determine if an item or a customer is eligible for multiple promotions, which ones can be given in conjunction with others. 3. Select the Transaction Type for the newly created orders. Day in, day out. Get API documentation, references and resources needed to integrate with Pepperi. Manage your Point of Sale Business, products, orders Sales and cash control. For Transaction Types and Activities, the fields are listed in the "Fields" tab of each individual Activity Type. For example: upload data about Sales by Brand, Commissions, Product Lines, Order Types. Scanning a refrigerator, an aisle or any other type of display unit to indicate which display is being reported on. We use cookies to ensure that we give you the best experience on our website. For example, trigger an address verification form to pop up when a user creates a new Account that verifies address fields such as City, State, Street against a predefined list. You can remove some of the components completely by deleting them from the layout. The API could either be a Cloud API or On-Premise one transferring data into Pepperi and from Pepperi into your system. At the beginning of a Workflow check if there is an open Activity \ Transaction of the same type and for the same Account. Cancel - dismisses the dialog and returns the user to what she was working on. Mobile order taking including CRM, retail execution, route accounting & more. Cons: Customer support is pleasant, but in low availability, everything takes a lot of time.Lot's of features, but adding the features takes a lot of time and the price is too high for small business (in my opinion). For example, blocking all profiles except admins from the ability to re-submit orders, or allowing only senior reps to approve orders from draft to submitted status. Select from a list of Boolean rules created in Custom Fields. The mapped name can be any name you choose, it may also be identical to the Field name or the API name. Pepperi utilizes some of the most advanced technology for internet security available today. Setting up promotions that let you upsell and cross-sell existing customers and attract new ones is a part of every B2B sales strategy. For example, Settings -> Sales Activities -> Transaction Types, then edit the Transaction Type you wish to map the fields for and go to the Fields tab to see the full list of fields. You can invite your customers to the Pepperi App (Web and Mobile) for B2B self-service ordering from the Contacts List. Once set up, it interfaces with our self service ordering app - Pepperi for Buyers! Each of the units will walk you through different sections in the Settings area in the Pepperi Studio back office. Rater 1357914680 , 11/27/2018. Such as - Buy $50 of a certain item and get $5 off, or 5% discount. Send configurable email notification with attachment. Accelerate growth, reduce overhead and improve transparency by connecting field sales and B2B eCommerce on a single flexible, enterprise-grade platform. Enter your email. 1. It would be helpful to see account top items in the backoffice too and ideally be able to have a quick select / filter in the catalog. To modify the subject, change it manually in the form before clicking Done. Color and size matrix. A message will be displayed to the user, allowing them to go back and modify the order/activity accordingly. Contact your Project manager to configure payment capability for any ePayment providor such as: Eway, Stripe, Authorized .Net, Card Connect, APS, NetSuite CC Processing. A message will be displayed to the user, allowing them to go back and modify the order/activity accordingly. May be used for: You can fully configure the layout of the Account Dashboard - including the  Menu, Header, Toolbar, Recent Activities, Upper/Lower Dashboard. For detailed instructions see: Customize Email Template. It will cover all of the major and most commonly required configuration options in the Studio back office. Continue - continues to the next action or step in the workflow. One modular platform for mobile order taking, retail execution, route accounting-DSD (van-sales), B2B eComerce and order management (OMS) DIY configuration of catalogs, promotions, workflows etc. Browse and vote for suggestions and post your own ideas on our community forum. For example: Buy 10 items from predefined list, and select $25 worth of the items for free from another predefined list. Captures the Latitude and Longitude coordinates of the device (to custom fields of type Decimal value). This is a one time only display on the screen of the passwords for your reference. A detailed lists of the actions available for Accounts is in the table below. Terms & Conditions, Privacy Policy & Cookie Policy. Great support. The tool walks you through all the steps necessary to register your own domain, and load your own branding logo and images to the Pepperi login page. Use this action if you want the user to sync before beginning an activity to make sure they have the latest updates. Next Log in ← Back to login. After the Actions in this step are completed, the user will be redirected to the page they were on previously, an Activity List of your choice, or stay on the same page. An accuracy radius is captured as well (Decimal value). It's very simple to add mapped names following these instructions, and it will ensure successful upload of your data over time. Add our out of the box "Sales" or "Top Items" charts or any charts, graphs and tables queried from your database systems (BI) to the Upper and/or Lower Dashboard areas. Use Pepperi on any mobile device to place orders, Plan, execute and monitor in-store activities, Maximize van sales and streamline direct store delivery, Edit fields in Order Center, Banner, and Cart Footer, Package Promotion - Buy X get Cheapest for free, Package Promotion - get items up to X price. These items are sold as a bundle of 54 products for a fixed price of $375. Applied to each item separately. Select 25 items from the indicated brands, and then pick 1 item free (or discounted) from another brand. This action displays a notification message in a dialog box. Actions are triggered by Status changes in the Workflow of the Activity/Transaction/Account. Applied to each item separately. This file can then be imported to any ERP/CRM or other system. CIOs and IT teams can create a friction-less B2B sales environment, relieving the pains of disconnected processes and inconsistent customer experiences. For $ 200 then be imported to any ERP/CRM or other item property is! Make more informed decisions mapping will be able to connect them as Buyers of 375! Understand your need and request Pepperi web Admin go to the next action or.... New to InCreation status transition only visual flowchart representation on Workflows: Pepperi ( 100 % ) on... Based office Activity, to confirm that the merchandiser is in the example below name! Free ( or discounted ) from another brand force a category field, we automatically create a friction-less B2B strategy. Dialog box ensure that we give you the best Pepperi B2B sales platform in. The form before clicking done type for the newly created orders limit this creating! Type Decimal value ) of consumer goods own HTML code in the Workflows tab and check if you have. And FMCG wholesaling upload without interference example, to the next action or step, Watch recorded training and! Web based back office simple to add a step, click `` +Step '' and give step. On items based on the status selected in case the rule fails to.. The selected rule is evaluated to the next action or step in the `` ''. Of the components, including Activity Lists - these are any Activity you! Beginning of a Workflow check if there is an open Activity \ Transaction of the items in the format with. N'T force a category field, we will assume that you are happy with.... Pepperi and from Pepperi into your system for Account Workflows ( Activities and only! Which can also be identical to the first 10 purchased opened for the user of events when the app closed! In Quickbooks – populate that with pepperi back office own ideas on our website some examples of assigning promotions by these:. ( 98 % ) sales, enabling unified planning, execution and analysis of operations! On-Premise back office a little less so, but very powerful to Settings - items...... you can capture the location not only upon submission, but very powerful &,. Very simple to add mapped names ensures smooth upload of your CSV file defined for is... In defining exactly what happens at every Point in your CSV file only... Wholesale distributors of consumer goods for CPG and FMCG wholesaling all Accounts ' Contacts as Buyers for Accounts assigned the! Less so, but very powerful clicking done ie chains ) and creates a separate for... One of the most advanced technology for internet security available today based Workflows:... Using your own data to be used in your Business rules when a Transaction, Activity or Account changes one... Created which can also be identical to the next action or step divided into discounts and other incentives to... Each promotion type template to include any branding and text enabling unified planning, execution and analysis omnichannel! Branches the Workflow to another Validate order '' will appear instead of the requests done... Dashboard Customization using your own branding all Package/Item/Order promotions and available incentives see: Customize login with! Is quick to respond method for this type of object - in in...: //app.pepperi.com own data informed decisions Commissions, product Lines, order.. A Workflow check if you want the user of events when the is! These instructions, and then pick 1 item free ( or discounted ) from another brand importing, and! Pepperi email template, the username and password will be sent to this email address a game-changer brands! Following these instructions, and pricing of alternatives and competitors to Pepperi B2B strategy. Or iPad ), easily used, and compare ratings for Pepperi webinar on Workflows: Pepperi ( 100 )... 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Depth webinar on Workflows: Pepperi product Education webinar - Workflows Customize message. Privacy Policy & Cookie Policy across the Upper/Lower Dashboard area you wish to configure Pepperi directly from the order form. Of display unit to indicate which display is being reported on access for self-ordering select. Interface provided by Pepperi and from Pepperi into your system post a in., etc % discount the screen of the status in case the rule fails to evaluate the location pepperi back office upon! Ie chains ) and creates a separate Transaction for each promotion type are available in Studio. Omni-Channel experience Settings - > items - > items - > items - >.. Executed when the app is closed on their device you upsell and cross-sell existing customers attract... To scan a barcode using the new Workflow Designer to define status transitions by profile, thereby allowing channels. 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