Prophet 21® Mobile Task and Opportunity Integration

The CRM features in Prophet 21® are becoming more and more popular with the P21 user base. One of the most requested features of WebConnect has been to be able to enter and edit these P21 tasks and opportunities while out of the office.

The latest release of WebConnect provides the ability to do just that.

From the main dashboard of both administrative users and sales reps there are two new controls:

The Opportunity Summary:

The Task Listing:

These two controls allow a user to quickly see an overview of current Opportunities and Tasks from the Prophet 21® system.

By clicking on the "More Opportunities" button on the Opportunity Summary control, we are taken to the "Mater Opportunities" listing. If logged in as a Sales Rep, you will see just opportunities associated with you. As an administrative user, you see all opportunities...

To create a new opportunity, the user would simply click on the "Create New Opportunity" link at the top of the page. This takes the user to a new screen that allows them to enter the information for the new opportunity:

Once the basic information for the opportunity has been entered, the user is taken to the "Edit Opportunity" screen where they can assign contacts, products, tasks, etc...

Prophet 21® Remote Sales Orders

Web Connect for Prophet 21® makes it possible for administrators, sales professionals and customers to create remote sales orders.

Prophet 21® from Epicor/Activant provides a robust interface for creating sales orders. It allows for a multitude of user customizations and options for ordering inventory items and interracting with the system.

Prophet 21® also has provided users with the ability to import sales order information into the P21 system. This is exactly the mechanism that is used for the popular B2B web-based ordering system. B2B works by allowing customers to browse an online catalog of inventory items that are listed by "item categories". These item catagories are completely user definable and make the process of logically listing inventory items for web-based browsing a breeze.

The B2B eCommerce system and other Prophet 21® eCommerce systems provide very powerful tools for Prophet 21® owners to allow customers to order items themselves.

Web Connect differs from these tools in a number of ways. Web Connect does not present items for ordering in a traditional eCommerce style interface. Instead, users interract with ordering in a way that is closer to what can be seen inside the Prophet 21® interface. There are two remote sales order interfaces in Web Connect for Prophet 21®:

  • The "Quick-Order" Form
  • The Remote Sales Order Form

Quick Ordering
The Quick Order Form was designed to provide both customers and sales professionals with a user-defined, re-useable order form that is pre-populated with items that distinct customers buy most often. Items are listed with the Item ID, Item Description and Customer Item ID. Optionally, customers and sales reps can see the current price for the listed items and can even be shown information relating to inventory availability. The Quick Order Form for Prophet 21® also includes the ability to set Min/Max values so that customers or sales reps checking inventory levels at a remote location can easily determine a re-order point.

The Quick Order form for Prophet 21® is great for situations where the customer or sales rep already knows what items they will be ordering and has no need to browse through a catalog to find the item. This is ideal for Vendor Managed Inventory solutions where the customer or sales rep will be checking item stock at a remote location.

The Quick Order form was designed with an iPad or other tablet device in mind and automatically produces sets of files that can be imported with the Prophet 21® Scheduled Import Service Manager.

Remote Order Form (for sales reps and admins)

For situations where a sales professional needs to be able to enter an order in the field without accessing Prophet 21® directly the Web Connect Remote Order Form is a very powerful tool.
The Remote Order Form allows the sales rep to create a remote order that can be imported into Prophet 21® with a user interface that is very similar to the Prophet 21® internal order form.
Sales reps can search for inventory items and add them to the order, adjust quantities, add order notes, check pricing and availability and more.
Both the Quick Order system and the Remote Order Form for Prophet 21® are included in the Web Connect business intelligence system.

Reporting and Charting Enhancements in Web Connect

The new version of Web-Connect for Prophet 21® offers the ability to customize the charting components on Sales Rep and Customer Dashboards.The latest release of Web-Connect for Prophet 21® provides some new reporting functionality that may not be obvious at first. One of these new features is the ability to change the appearance of the dashboard charts.

By default, the charts on the dashboards for Sales Reps, Customers and Admins is in the form of a columnar chart:

Web Connect offers several customization options for the chart. These options can be found by clicking on the "edit" button on the chart:

This will open the Web Connect Web Part editor as shown below:

There are several properties here that you can adjust including the Title of the control etc. These properties are broken down into three main categories:

  • Appearance
  • Layout
  • Custom Properties

The Custom Properties section has been set up to allow the user to define the following items for charts:

  • Chart Height
  • Chart Width
  • Chart Type
    • Area
    • Column
    • Doghnut
    • Line
    • Smooth Line
    • Pie
  • Series Color
  • Series Pallet
  • Customer ID

For this demonstration, I am going to just change the Chart Type property from Column to Doghnut. After I select Doghnut from the drop-down listing for Chart Type and click "OK", the following chart will be displayed instead of the default column chart:

There are many other options and combinations that you can choose. Explore the chart options and see what works best for you!