Sales reps ordering for their customers
Sales reps in Rapido sign in to the same portal, see the customers assigned to them in Accredo, and can switch into any of those accounts to check it or order at that customer’s pricing.
Step by step.
-
The rep is matched to Accredo
A rep login is matched to an Accredo sales person by email address.
-
The rep sees their customers
The customer list shows the active Accredo customers with that sales person code.
-
The rep opens a customer
Tabs show balance and open orders, contacts and addresses, sales reports, to-dos and notes, and portal information.
-
The rep orders on their behalf
Switching to a customer reloads the portal as that customer, with their prices, catalogue and stock rules, so the rep can order for them.
Can a sales rep place an order for a customer?
Yes. The rep picks the customer, and the portal shows that customer’s prices and products. The order goes into Accredo on the customer’s account like any portal order.
Which customers does a rep see?
Customers whose Accredo sales person code matches the rep, so each rep works their own book of customers.
What can a rep see about an account?
Open orders and credits, the balance breakdown with credit limit and stop credit, the latest payment, contacts and delivery addresses, sales reports, and their own to-dos and notes.
Can reps create logins for their customers?
Yes, if you allow it. Reps can then add and manage customer logins without going through your admin.
What syncs from Accredo, and how often
| Data | From Accredo | How often |
|---|---|---|
| Sales people and their email | Sales Person | Every 30 seconds |
| Customer sales person codes | Customer | Every 30 seconds |
Rapido checks Accredo for changed records every 30 seconds and copies them to the portal. Statements and invoice PDFs are printed by Accredo when the customer asks for them, and orders are sent to Accredo as soon as they are placed.
The rep customer view and rep-managed logins are modules we switch on per portal.
Sales reps questions.
-
Can sales reps order on behalf of customers?
Yes. A rep switches to the customer and orders at that customer’s pricing. The order goes into Accredo on the customer’s account. -
How does the portal know which customers belong to a rep?
From Accredo. The rep’s email is matched to a sales person, and the rep sees customers with that sales person code. -
Can reps use it on a phone or tablet?
Yes. Reps use the same web portal on a laptop, tablet or phone.
See it on your own Accredo data.
A 30-minute call. We connect to your Accredo and show you the portal with your real customers and prices.