Customers List Manager
Your customers can build their own lists of products so that they can order from these lists. When they log in, they will see Add to List beside the Add to Basket button so that they can either add a product to their basket (to purchase now) or to a list (to purchase at a future date).
When they click Add to List, they will be offered the option to add to an existing list or create a new list.
Then, under their account menu bar in the top of their screen, they can click Your Lists where they will see the following screen (Lists Shared with Me are lists shared to them by their sales rep/account manager):
When they are viewing a specific list, they have the following options:
Sales Reps List Manager
Sales Reps can also build their own lists of products using Your Lists under their sales rep menu bar at the very top right of their screen (when they hover over their login name). This allows them have lists of products that they can use when creating baskets/orders for their customers.
Sales Reps managing lists for their clients
Sales reps can also manage their client's lists for them as follows:
- Build a list for One Customer: They can switch to their client's account using the FIND A CUSTOMER feature in their sales rep menu bar and then build lists under their client's account
- Build a list for Multiple Customers: They can build a list under their own lists and then share it out to multiple accounts
Please sign in to leave a comment.