June 2016 Release
- Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists.
- Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date or Next Step Date.
- Created a new “Opportunity Pipeline” screen that places each opportunity into groups based on the Stage Sequence. Opportunities can easily be moved to new stages from this screen.
- Enhanced the Opportunity Listing to display the next task due date, who the next task is assigned to and what type of task is next.
- Added a version of the Opportunity Forecast chart to the CRM Overview screen.
- Added an optional configuration setting that will treat older opportunities as “Dormant”.
- Added the ability to drag and drop Opportunities, Sales Calls and Tasks on the calendar.
- Made it possible to start a new Opportunity, Task or Sales Call from the calendar.
- Added a variety of filters to the calendar.
Added Last Hard-Touch Date to:
- Customer Listing/Lookup
- Contact Listing/Lookup
- Customer Details Screen
- Contact Details Screen
- Added “Create New Task” in Mobile Views
- Added “Create New Sales Call” in Mobile Views
Sales Analysis View:
- Added line and column totals
- Added Ship To as a “View By” option
- Added Ship To as a “Filter” option
- Added Product Group Range as a “Filter” option
- Added Month Range as a “Time Frame” option
Sales Call Log:
- Made both Scheduled and Completed Date visible on the Call Log grid.
- Added the ability to filter the Call Log by Product Group
- Added code to remember the last Stock/Nonstock selection of the user
- Added code to remember the last Company selection of the user
- Added a per-user permission for Customers to be able to access the Item Inquiry Screen
- Added Item ID as a distinct search box. This makes it possible to either search for an item specifically, use the wildcard search or combine the searches.
Remote Order Form:
- Added a field for the Quantity Available for each line-item. This information will update each time the form is loaded so that users can get real-time inventory availability when working with orders over a period of time. This is a per-user setting.
Improved “Time Pickers”:
- Reworked the date/time selectors for screens such as New Task, Task Details, Sales Call, etc. so that the time selector would be more phone-friendly.
Sales Rep Contact Visibility Options:
- Added a per-user setting for sales reps that will either restrict the contact search to contacts related to the rep by ship-to or allow the rep to search all contacts in P21.
Customer Item Inquiry:
- Added the ability to enable then Inventory Search/Item Inquiry system for customer logins.
Remote Order Item Search:
- Added Extended Description to the results and search when looking for an item in the various remote order screens.
- Added Down Payment Applied as a column to the Invoice History screen.
- Added Australian date format compatibility
- Added deployment update options for self-update and auto-update
Visit our YouTube Channel to view our most recent Remote Ordering/VMI demo.
Web Connect provides a number of mobile remote ordering capabilities designed to meet a wide variety of business requirements. Our order entry tools include features for both your employees and also your customers in a consistent format that will keep your sales staff and customers in sync.
Web Connect remote ordering tools do more than just provide access to order entry for users without access to P21. It actually provides ordering capabilities not available in P21. Features such as the Quick-Order/VMI solution, simple order imports and “bulk order entry” makes creating orders fast and easy through Web Connect. These tools are designed to streamline order entry, enhance workflow and security and also provide your business a competitive advantage in the market place.
The Web Connect Order Entry process can be divided into two main branches:
• Standard Remote Order Entry
• VMI/CMI Order Processing
Standard Remote Order Entry
Web Connect includes an order entry screen (Remote Order Form) designed to emulate a simplified version of the order entry screen inside of P21. Because the Web Connect screen is similar to the P21 order entry screen users can easily transition from P21 to Web Connect and vice versa.
The Web Connect Remote Order Form provides users with the greatest flexibility when creating a sales order. Users can search for specific inventory items, define variables such as delivery method, packing basis, carrier and more. There are also several tools available – such as the ability to bulk-add items from a customer’s sales history, P21 contracts or existing VMI templates that can greatly reduce the time it takes to build an order.
VMI/CMI Order Processing
In today’s competitive environment, distribution companies are constantly working to improve the services that they provide to their customers. Over the past decade one strategy that has emerged is Vendor Managed Inventory (VMI). VMI takes the process and overhead of keeping track of necessary customer inventory out of the hands of the end customer and instead places this responsibility in the hands of the distributor.
Web Connect “Quick-Orders” provide sophisticated order processing tools designed specifically for P21 distributors that provide VMI services to their customers.
Quick-Orders were developed over several years from the real-world requirements of P21 distribution companies. These companies needed the ability to easily create sales orders based on inventory placement at customer locations.
Quick-Orders are placed from “Quick-Order Forms” which are in essence a reusable listing of inventory items that can be set up into groups, have definable min/max or OP/OQ definitions and bin location definitions. The end user needs only to provide a quantity for the items to place an order. Quick-Order Forms can be thought of as a virtual map of the inventory for a given customer.
Web Connect Quick-Orders also enable the concept of “order routing” and “order workflow”. By defining the permissions of each user in Web Connect it is possible to enable specific users the ability to start an order and other users to finalize or “approve” an order before it is sent to P21. For instance, your customer may want to see what is on an order, make adjustments to order quantities or add a PO number before the order is submitted. Web Connect Quick-Orders provide these capabilities out of the box.
The Web Connect Remote Order Form: The Remote Order Form provides the greatest flexibility when creating sales orders. The form can be made available to all user roles with various levels of user permissions.
Editing a Web Connect Quick-Order Form: Items on a Quick-Order form can be placed into “Groups”, can have Bin assignments and a defined Min/Max or OP/OQ. Each user can be granted access to see pricing and quantity available and be set up with various other permissions for using the form.
Editing a Web Connect Quick-Order Form: Each Quick-Order form can be set to automatically notify people when an order is placed with the form.
Editing a Web Connect Quick-Order Form: A Quick-Order form can define custom delivery instructions, carrier, packing basis, freight code and order class information.
Using a Web Connect Quick-Order Form: To place an order with a Quick-Order form the user only needs to specify an order quantity.
Using a Web Connect Quick-Order Form: Items that have been added to an order are highlighted.
Remote Order Management: Remote Sales Orders and all of the Web Connect order sources can be managed in the “Manage Remote Orders” screen. The user can see the Web Connect statuses of orders as well as the P21 statuses.
Over the past several months we have released a number of new features and enhancements including:
- Ship-To Listing
- Contract Order Forms
- Extended Order Details
- Quick Quotes
- Enhanced Customer Details
- New visual indicators such as backorders, specials and directs for Order Listings
- New User Permissions relating to cost methods and inventory
- New Remote Order Form Bulk-Add options
- New Remote Order item conversions to automatically roll up quantities based on UOMs such as case and square feet
- Added Mandatory Notes options to Order Details and Remote Order Form
- Added the ability to import Quick-Order Items to a Quick-Order form from a file
- Added ability to mass-assign (move) items to different locations (shelves, bins, floor areas, etc.) on Quick-Order Forms
- Extended per-user permissions and features for customer and prospect classes
- Added cost/profit source options on Remote Order Form
- Added more control for customer and transaction data for sales reps.
We have also released a new Ship-To postal code mapping feature that include many filter options for Ship-To search results including Ship-To Class and Customer Class filters. Ship-To search results can also be displayed on a map with one click/touch of a button. You also have options to show map points for Customers, Prospects or both. From there you can see map point details and use links for Ship-To details and navigational maps. We are actively working to extended this mapping feature to display other more analytical data such as Cost-to-Serve views.
|• 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|
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.
Adding and Managing P21 Orders just got even easier with Web Connect. Whether you or your customer does barcode scanning, exports orders to a text file from another system or manually creates a spreadsheet of orders, all formats can now be imported via the new Web Connect Import feature and automatically become P21 orders.
If you know your Item IDs or are using a barcode scanner, the Order Pad is a fast way to create an order.
You can create a barcode scan file and then upload it to Web Connect. Upload any text file or spreadsheet from another system or a text file or spreadsheet that has been manually created. Use any method you like and the resulting text file is validated and then instantly becomes a P21 order.
We presented an April webinar to the P21 Worldwide User Group. If you don't already belong to the user group, you should consider joining. It's a great P21 resource with lots of smart folks that can collaborate with you on your P21 questions and issues.
Note: if your browser does not support the embedded video, you can download the video here:
You may need to download the GTM Codec
The Web Connect "Quick-Order" system now includes a new method for customer inventory management called "Requisition Only" forms. This post will explain how these can be a big asset to both your business and your customers' organizations.
The Web Connect system for Prophet 21 offers a couple of ways to create P21 sales orders. While the "Remote Order Form" is designed for use by your internal staff, the Quick-Order system is designed to be used by internal staff and your customers.
The Quick-Order system provides you with a way to create re-usable order forms for Prophet 21 that will work on laptops, tablets and smart phones. Some of the features of the Quick-Order system include:
- The ability to create an unlimited number of re-usable forms for each customer and ship-to.
- Each form can be given a meaningful name for easy reference.
- Forms can be saved with a PO Number and Contract Number.
- Items can be inserted, re-ordered and edited at any time.
- Items can be placed on "virtual shelves" within the form.
- The ability to view pricing and quantity available can be set at a per-user level.
- When Quick-Orders are placed notification emails can be sent to an unlimited subscriber listing.
- Each notification email subscriber can be set to see or not see pricing independently.
- The ability to create re-usable "template" forms so that live order forms can be rapidly created.
While these features alone can make tasks such as providing VMI solutions to your customers a breeze, the new "Requisition-Only" forms take the process one step further.
Typically, the standard Quick-Order form is used in one of two ways:
- Someone from your organization physically visits the client site and creates new remote sales orders using one or more Quick Order forms.
- Someone employed by your customer uses the forms to create remote sales orders.
The main difference between a Quick-Order form and a Requisition Only form is that Requisition forms do NOT create live sales orders. The Requisition Only forms are designed to be used by your customers' employees to requisition items from their internal purchasing staff.
Like Quick-Order forms, Requisition Only forms can be set up to email a list of subscribers when the form is used.
Consider the following scenario:
Your customer has employees at a job site working on a project. As the job progresses they realize that they need several items delivered for the days work. With the Web Connect Requisition form the employees can simply select a form, enter the quantities that they need and send the requisition. Your customer's purchasing department is notified by email of the request and can either deliver from in-house stock, or place an order with you for delivery to the job site or warehouse.
Another example would be a customer with a plant that has several production lines. Your customer's employees could easily use the Requisition forms to get the supplies and materials they need. Each individual line can have one or more Requisition forms created specifically for the items they need.
This can greatly reduce phone calls and manual emails that are needed. This also sends the information in a consistent format that makes it much easier to reference and work with.
The power of the system is that it positions your organization as a vital part of your customers' business processes. This is something that your competitors probably cannot provide!
Web Connect has experienced significant growth over the past few years and we now have hundreds and hundreds of users doing more with P21 by using Web Connect,
As a result, recently we have:
- Added even more development resources
- Added numerous features to an already-rich feature set
- Moved our offices to a larger location
Stay tuned for more changes as we announce other major product enhancements during the coming months leading up to the P21 Connect conference in Atlanta this September!
The most recent Web Connect release includes:
- Expanded mobile device views
- Enhanced dashboards
- New customer features