Customer Portal

Features:

• Activity/Metrics Dashboard • Quote Lookup/History • Order Lookup/History • Invoice Lookup/History
• Quick Orders • Remote Order • Item Lookup • Order Detail
• Invoice Detail • Aging • Item Detail • Shipments/Proof of Delivery
• Purchase History • Unlimited Customer User Accounts • Customer Admin can set up other customer user accounts


RO

 

RO

 

RO

Remote Ordering/VMI

Features:

• Remote Order Management • Create Quotes / Quote Management • Quick Orders • Remote Orders
• Create Orders from Order History • Create Orders from Contracts • Create Orders from Bar Code Scans • Create Orders from spreadsheets/text files
• Item Lookup • Order Detail • Item Detail • Shipments/Proof of Delivery
• Purchase History • User Account Management • Admin can set up other user accounts


RO

 

RO

 

CRM

Features:

• Activity Summary • Invoice Summary • Invoice Detail • Order Summary
• Alerts • Order Detail • Announcements • Document Sharing
• Quote Summary • Quote Detail • Item Lookup • Item Detail
• Item Price Inquiry • Dashboards • Sales Rep Overview • Sales Rep Activity
• Quota Management/Summary • Customer Lookup/Listing • Ship-To Listing • Contact Listing
• Order Projection • Sales Opportunity Management • Task Management • Sales Call Log
• Custom Report Links • User Account Management • Ship To Postal Code Radius Map


CRMShipToMap


CRM1

 

CRM1

 

CRM1

 

CRM1

 

CRM1

 

CRM1

P21 User Group Conference Just Keeps Getting Better

This year's P21 Worldwide User Group conference was a tremendous success by all measures. There were a record number of attendees, excellent sessions, great food and the venue was top notch. The user group leadership, as always, did a phenomenal job organizing and running the event.

Thanks to all of the visitors at our booth for taking the time to learn more about Web Connect. We came back from Dallas with many new connections and customers and we're looking forward to working with you all.  We also came back with a number of great ideas for expanding Web Connect - thank you very much for the feedback! You will see many of these ideas implemented in upcoming Web Connect releases!

Introducing the Web Connect Sales Call Log


In many conversations with our clients and when showing the Web Connect system to new organizations we have been asked about accurately tracking sales calls. This has been a challenge for many P21 shops. The way most companies do this is by creating a P21 Task type of "Sales Call" or something similar and then writing custom reports against the activity_trans table.

While this works it has some limitations. For instance, what if you want to break out your sales calls into categories - like "Phone Call" and "Customer Visit"? While it is still possible to write the custom report it is now more complicated. It is also necessary to edit the code for the report if new categories get added.

Web Connect solves these issues with the new "Call Log" feature.

The Call Log works by allowing you to define individual P21 Task types as sales call activities. You can map as many or few as you need as shown in the screen-shot below:

Call-Log-Setup

 

Once the P21 Task types have been mapped as sales calls, a few interesting things happen "under the hood" in Web Connect.

1) Opening a Task that is mapped to a Sales Call type will open in a new "Call Center" screen

2) Tasks assigned as Sales Calls will be listed in the new "Call Log" - a searchable listing of completed and open (scheduled) sales calls.

3) Sales Call type tasks will be tracked in the sales rep "Activity Summary"

 

The Web Connect "Call Center" Screen:

Sales Reps can record sales calls in several places in the Web Connect system.  They can use the "Quick-Task" button on the header of every screen, they can use the standard "New Task" screen, or they can use the new "Call Center" screen.

Call-Center-1

The Call Center screen allows you to enter a new Task into P21, but provides many additional tools more relevant to a Sales Call. The screen includes tabs for:

1) Customer Notes where reps can view, add and edit P21 notes for the customer.

2) Sales Call history that shows a listing of all previous sales calls

3) Open P21 Tasks

4) Customer Contacts with phone numbers and email addresses - if you grant your users permission they can add and edit contacts here.

5) A listing of all of the customer ship-tos with address an phone information.

In addition to the main tabs on the screen, there is also an important new tab that allows the user to associate P21 Product Groups and values with the sales call. In this way, a sales call can be associated with an actual value - much like a P21 Opportunity!

Another great part of the Call Center screen is the ability to instantly copy the sales call information to a new P21 Opportunity!  This way your sales process can follow a logical sales funnel approach - sales calls can result in sales opportunities and be visibly linked in the Web Connect system!

Exploring the Call Log:

The Call Log itself is a listing of either scheduled or completed P21 tasks that have been mapped as Sales Calls in Web Connect.

Call-Log

 

There are several filters (some depending on your Web Connect role).  Filters include Customer, Sales Manager, Sales Rep, P21 User. Call Type (Task Type), Call Status (Assigned or Completed), Time Frame (for instance "This Month") and date range.

The listing itself shows a great deal of information about the sales calls including the Scheduled or Completed Date, who the Sales Call is assigned to, the Sales Call Type, the customer and contact information associated with the sales call, any linked P21 Opportunities with opportunity size and success probability and the associated value of the Sales Call itself...

Using the Call Log screen can help any organization get a handle on Sales Call activity and track sales call success rates.

This feature is available in the latest version of Web Connect.  If you are an existing client or are new to Web Connect and would like a personal walk through of this or any other Web Connect feature please call us at (816) 841-4183.

Prophet 21 in KC: The First Meeting of the P21 Kansas City User Group

We were proud to present at the first meeting of the Kansas City P21 User Group. The meeting exceeded attendance expectations and several folks volunteered to run the group.
The next meeting is being planned for later this fall. Details coming soon!

Here is the official announcement from Eric Lunsford, board member of the P21 Worldwide User Group:

The P21 World Wide User Group is excited to sponsor our first FREE Regional Training Day in the Kansas City area.

On Wednesday August 6th we will be holding a full day of training including lunch for you and anyone in your company who wishes to attend.

Michael Dean will start us off with a presentation on Dynachange, specifically - Using Dynachange Screen designer to change the appearance of the screen; Using Dynachange Menus designer to control access to specific windows; Using Dynachange Navigator to open specific windows when clicking on a field; Adding fields with Field Chooser inside of Dynachange Screen Designer; AND Creating new tabs using Dynachange Portals.

We will then take a break for lunch sponsored by the P21WWUG.

After lunch Doug Bliss & Andy Garrett will do a presentation titled “How to Effectively use P21 Opportunities in your Organization.”
You will learn about this often underutilized component of the P21 system. We will explore the many benefits of using the P21 Opportunity system and will demonstrate setting up the initial tracking criteria to meet your organizations business needs. Learn how to create Opportunities, assign P21 Tasks for the Opportunity to employees, link Opportunities to P21 Quotes and more. We will also discuss getting the all-important “buy-in” from your sales staff.

After the last presentation we will have a quick discussion about the possibility of starting a Local User Group and the upcoming Connect Conference and then the day will be done though you will certainly be welcome to stick around and network with other users.

The event will be taking place at Lee Mathews Equipment(A Cogent Company) 500 W 5th St., Kansas City, MO 64105.

Enhanced Item Details Screen

The latest release of Web Connect includes a new, more powerful version of the Item Details screen under the Inventory menu option.  The ultimate goal of the Web Connect Item Details screen is to provide the kinds of information that P21 users expect to find in Item Master Inquiry.  This version goes a long way towards that goal with individual tabs for:

  • Inventory (Qty Available)
  • Column Pricing
  • Cost
  • Open PO
  • Sales History
  • Bin
  • Open Orders

ItemDetails

 

New Item Sales History View

The Item Sales History system in Web Connect has been completely re-written.  The new view borrows heavily from the P21 Item Summary and is available in several places throughout the application including:

  • Under the Invoices Menu - Item Sales History (the most powerful version)
  • In the Customer Details Screen
  • In the Remote Order Form - used to quickly add items to the Remote Order
  • In the Quick-Order Form - used to quickly add items to a Quick-Order form

The Item Sales History report includes a number of Filters and returns a listing of inventory items that a customer has purchased over a period of time.  The items are listed in descending order based on the Total Sales of the items.  The user has the option to sort by Item ID, Item Description, UOM, Product Group, etc. as well...

Once the data is returned the user can then "drill-down" to the Invoice level which shows a listing of all invoices that the inventory item was on for a customer.  From there the user can view the invoice details for any invoice in the listing.

This version of the Item Sales History report is a great way to get a handle on what a customer buys from you.

New Sales Analysis View

The latest version of the Web Connect system includes an updated version of the Sales Analysis tool.

The Sales Analysis view is designed to allow the user to extract sales data in a variety of ways in order to see patterns and changes in sales.  The view provides a variety of filters and "View By" options.

Filters:

Filters currently include:

  • Customer
  • Sales Rep (if not logged in as a sales rep)
  • Product Group
  • Supplier
  • Customer Class 1-5

View By:

The View By options allow the user to choose what information they are analyzing against.  For instance the user may wish to see changes in sales by Product Group or Customer.  Current View By options include:

  • Sales Rep (if not logged in as a sales rep)
  • Customer
  • Product Group
  • Supplier
  • Company
  • Location

Time Frame:

The Sales Analysis View allows the user to choose the "Time Frame" that they want to view sales data for.  Current options include:

  • 3 Months - Shows the last three months of sales in monthly buckets
  • 6 Months - Shows the last six months of sales in monthly buckets
  • 12 Months - Shows the last twelve months of sales in monthly buckets
  • 24 Month Comparison - Returns a comparison of the last 12 months vs the prior 12 months of sales and shows the difference in total dollars and percent change in sales
  • Year over Year - Shows the current calendar year compared to the prior calendar year and then projects current year sales.  This view also compares the projected current year sales to the prior calendar year sales.

 

 

No Internet Connection? No Problem. P21 Off-line, Remote Orders. Enter Orders Off-line and Import them Later

Whether it's your sales rep, your customer, VMI person or some other user type, folks trying to enter P21 orders sometimes find themselves in some interesting locations. Caves, oil platforms, secure areas, mountain tops, remote areas far from civilization or just areas with poor reception all present challenges getting orders into P21.

Entering P21 orders in a disconnected environment just got even easier with Web Connect. Contact us to learn how you can arm your users or customers to scan or key in orders without an Internet connection from any location and have them flow into P21 once they are back in range.