2. Easily sync with your cloud-based or on-premise back office. It will cover all of the major and most commonly required configuration options in the Studio back office. For example, on this page you can examine the overall performance of Pepperi (7.5) and contrast it with the overall performance of Handshake (8.4). You can also add Activity Lists to this area, and use the Account Dashboard real estate to show users Activity Lists across multiple tabs, in addition to or instead of the Sales graph and Top Items info. All went smooth. This is actually a timestamp you can initiate at any point in the Transaction or Activity that allows you to capture when a specific event such as a change in status, payment, sync, or alert occurred. For example: Buy 10 items from predefined list, and select $25 worth of the items for free from another predefined list. Their passwords are not stored in the WebApp. Send configurable email notification with attachment. To modify the subject, change it manually in the form before clicking Done. You may want to show only the important ones for reference, so the bar doesn't get filled up with less relevant historical data. Intuitive and easy to use. For details on this field (AccountInStockQuantity) see: Give a discount on a particular brand or brands only, to one segment of customers only, filtered by an Account property such as size, location, or type. You may also configure more advanced settings to handle the data that is received from your system or sent to your system in a more sophisticated way, for example filter out certain items or customers that you do not want to import to Pepperi. This action is not available for Account Workflows (Activities and Transactions only). Manage different price levels and discounts. How do I know if I'm using the new Workflow designer or still on the old Workflows? Update your stock on hand of the items in the Transaction by deducting the quantity from your current stock. Configure your plugin to define which data should flow between Pepperi and your systems – products, pricing, invoices, debts, and more – and the frequency of updates. Day in, day out. Free up buyers to shop at their convenience without a sales rep on-site; or the Order Details Form to edit fields such as remarks, select a payment or shipping method. Compare the best Pepperi B2B Sales Platform alternatives in 2020. Como se hace para administradores Pepperi, Mode d’emploi pour les administrateurs de Pepperi, Customize login page with your own branding, How to Set Email Notification for Transactions (Sales Orders), Account Dashboard Customization using your own data, How to Upload Contacts for Accounts in Bulk, Pepperi Personal Data Processor Agreement. Download this app from Microsoft Store for Windows 10, Windows 8.1. Actions are triggered by Status changes in the Workflow of the Activity/Transaction/Account. Accelerate growth, reduce overhead and improve transparency by connecting field sales and B2B eCommerce on a single flexible, enterprise-grade platform. Pepperi is designed with brands, distributors and retailers in mind. The plugin allows you to configure the transfer of data back and forth using a graphical interface which makes the plugin accessible and simple to use. About Pepperi . Check this new file has the updated custom fields you created, Go into the back office, Items -> Manage Items ->Import/Export -> Import and upload the items.csv file, Remove the ‘Main category’ mapping from the current column by changing it back to ‘Choose Value’, Select your new column populated by your custom field, and select main category from the drop down selection. For details on profile based workflows see: Profile Based Workflows. This area shows all the fields available for this type of object - in this example Items Fields. Note: To add your own BI charts, you will need to create them as "Widgets" in Pepperi and then position them as tabs on the upper and lower account dashboards. This action displays an alert message in a dialog box with the option to Cancel or Continue. Promotions can be applied to customers, brands, collections, or any other property associated with items or orders. We were able to get to production with Pepperi in less than 4 weeks. Comparabien. This file can then be imported to any ERP/CRM or other system. As you can see, by default not all fields have a mapped name assigned. The user no longer has to access the Cart to edit Line-item fields, such as Price, remarks, etc. Multi account Email. Use this action if you want the user to sync before beginning an activity to make sure they have the latest updates. The back-office and the overall logic needs a better foundation to "speak" common language, especially with the erp integration (It happenes a lot in fast growing startups that release ton of features that are not fully compatible with every user configurations). You can then display it on any form or report. Manage different price levels and discounts. Buy $200 worth of a certain category, and get $25 worth of items free from another category (get a currency amount worth of free items). Last season's items on clearance - 70% off. Pay cash and get 3% discount (incentive not related to order total, rather to payment method indicated in order details). Pepperi - B2B Sales Platform is built for brands & wholesale distributors of consumer goods. ... while the integration between the platform and your back-office programs saves management time and minimises paperwork. The notification will appear on any device that the user is logged in to the Pepperi app on - if they are logged in on both iPhone and iPad, the notifications will appear in both. This action executes a Webhook and branches the workflow to another step based on the status selected in case of failure. Select from the options in the menu. Browse and vote for suggestions and post your own ideas on our community forum. Read more…, ©2019 Pepperi. As part of Pepperi’s integration platform, we provide a plugin that allows you to integrate data from any back office system that has an HTTP-based API (RESTful API, SOAP API etc.). If you need to load data to a field that is not marked as active (it has only a green plus sign in the Actions column) then you need to activate it first by clicking on the plus sign, and then follow the instructions below to give it a mapped name. Compare loans, savings, insurance and even fuel prices. The actions are divided into "Actions and Branches" which are executed before the status is changed to the next status in the workflow,  and "Post Actions" which are executed after the status is changed - see table below for details on each action. Empowering CPG brands and wholesalers to quickly respond to changing market conditions, Pepperi’s flexible platform combines sales force automation, retail execution and B2B eCommerce. For example, to make sure they have the latest item inventory before submitting an order. The Workflow will be stopped on the condition that the Webhook (web service) is evaluated to false. We use cookies to ensure that we give you the best experience on our website. Promotions can be limited to a specific date range, or be in effect at all times. 3. Pepperi utilizes some of the most advanced technology for internet security available today. This action duplicates the Activity for multiple Accounts. With Pepperi, your sales reps use a mobile app to showcase your product catalog and take more and bigger orders on the go: at your customers’ offices, retail stores, and tradeshows. With dozens or hundreds of promotions running in parallel, finding the ones that apply to a specific item is easy using the Promotions Editor Filter by filtering by the properties the promotion is based on. Each component will be displayed in an additional tab across the Upper/Lower dashboard area. This is a course meant for admins to learn how to configure Pepperi. Pepperi is the mobile sales suite for brands and wholesalers, increasing sales by 20% or more, cutting order processing costs by as much as 30%, and delivering a memorable buying experience for B2B customers. For details: Packages Trade Promotions Editor Guide. Pepperi is a game-changer for brands and wholesalers of toys and accessories that are looking to increase sales. To learn more about how to create Activity Lists: Sales Activity Lists. Building a workflow like the one shown in the diagram above requires you to add steps and actions for each of the required status changes, and then the diagram above will be automatically generated. The mapped name can be any name you choose, it may also be identical to the Field name or the API name. This was the fastest, easiest software integration project I have ever been involved with. The back-office and the overall logic needs a better foundation to "speak" common language, especially with the erp integration (It happenes a lot in fast growing startups that release ton of features that are not fully compatible with every user configurations). Select the contacts you wish to connect. If you are automatically exporting files from your ERP to Pepperi, consult with your ERP administrator to choose a mapped name. This will not present any problem. 6. Vendis. Their product is very flexible so we could configure it to our specific needs. It's very simple to add mapped names following these instructions, and it will ensure successful upload of your data over time. Trigger actions such as notification, credit validation, Email, alerts, and more when a new Account (customer) is created by a user. Some examples of assigning promotions by these properties: Give incentives on items based on quantities purchased. We implemented Pepperi to connect our field sales representatives to our SAB Business One based office. This action is available for the New to InCreation status transition only. The API could either be a Cloud API or On-Premise one transferring data into Pepperi and from Pepperi into your system. This action displays a notification message in a dialog box. Back office a little less so, but very powerful. For details on all Package/Item/Order Promotions and available incentives see: Trade Promotions. Note that not all the fields are active by default. It's also possible to match their overall user satisfaction rating: Pepperi (100%) vs. Handshake (98%). with instant sync to apps (no software release) providing the ultimate sales agility A single management interface simplifies administration and provides a connected buying experience across B2B touch points, Simplify rep on-boarding, boost performance and minimize support with off-the-shelf mobile devices, mobility-optimized architecture and intuitive UX Seamless two-way integration with any back office system, using a variety of APIs and plugins, leveraged across all channels and tools Scalable cloud platform built on enterprise-grade architecture, enables handling of huge amounts of data and offloads IT operations. Terms & Conditions, Privacy Policy & Cookie Policy. An email with a reset link will be sent to this email address. To learn how to upload data for widgets: Account Dashboard Customization using your own data. For example, to load the Item Name, the column header should be "Description", as is shown in the mapped name below. In the Recent Activities layout select the dedicated Activity List you created for this purposethat contains the types and statuses of Activities for display across the bar. Manage different price levels and discounts. You will first need to look at the list of available fields for the object you wish to load. If the form does not contain fields marked as mandatory it will not be opened. 1. Stay up to date with new releases and features. In order to upload data to these fields, edit them and add a mapped name to be used in your CSV file. The Header tab allows you to select up to four fields to be shown in the Account Dashboard Header. Pepperi's plugin enables you to sync with any system that "speaks" HTTP - doesn't matter if its REST/XML/JSON/SOAP or any other HTTP Request/Response type. Allow you to run your own code from with in the Pepperi app. Once you save the mapped name, the data loaded for that field will be mapped to it. Buy total of $750 or more and choose 3 free items from a list (an additional screen will open up in the shopping cart where the user selects the free items). Configuring a custom login page with your own dedicated domain name for your B2B eCommerce web storefront can now be done using our new configuration tool. Vendis POS Point of Sale and Inventory Control. A message will be displayed to the user, allowing them to go back and modify the order/activity accordingly. Whether it’s an off-the-shelf or home-grown solution, we’ve got you covered. Pepperi Personal Data Processor Agreement. Ready to discuss your dream? Pepperi connects Sales Force Automation with B2B eCommerce on an enterprise-grade cloud platform, so you can sell bigger, smarter and faster, and easily adapt to market dynamics. You may remove this scroll bar completely by clicking delete on this configuration option (see screenshot above). If you are using the default Pepperi email template, the username and password will be appended at the end of the email message. Add our out of the box "Sales" or "Top Items" charts or any charts, graphs and tables queried from your database systems (BI) to the Upper and/or Lower Dashboard areas. Each component will be displayed in an additional tab across the Upper/Lower dashboard area. Select the options you wish to appear in the Toolbar VS. those that will appear in the Menu. Pepperi 4 years ago There are multiple data types you can load to Pepperi using CSV files. Special price of $10 on a list of specific items, filtered by season or other item property. Activity Lists - these are any Activity Lists you have created which can also be displayed across multiple tabs. Extend your back office to omni-channel B2B sales Pepperi provides two-way, secured, and code-free integration plugins to more than 60 different ERP, CRM, and accounting systems. Continue - continues to the next action or step in the workflow. Color and size matrix. This action executes a Webhook and continues the Workflow. If you wish to replace the main category with your own category field, follow these steps: Your current data will upload manually in this form. Message may be formatted using HTML. These fields can be edited directly from the Order Center and Cart. Color and size matrix. After clicking Done, a list of the Contacts you connected will be displayed with their automatically generated passwords (which were sent to them in the email). Get API documentation, references and resources needed to integrate with Pepperi. Click Connect as Buyer and you can then customize the welcome message and subject that is sent to invite the buyers to Pepperi for self-ordering. For details see: Configure Contact Lists. In the example below the name "Validate order" will appear instead of the text "Submit" on the shopping cart. This is a one time only display on the screen of the passwords for your reference. Where are the fields for other object types listed? CIOs and IT teams can create a friction-less B2B sales environment, relieving the pains of disconnected processes and inconsistent customer experiences. Great support. Give incentives based on the total order amount, or the selected payment method for this order, or any other order property. Each "Step" is a status change defined in the Workflow may have one or more Actions associated with it. Applied to each item separately. You can invite your customers to the Pepperi App (Web and Mobile) for B2B self-service ordering from the Contacts List. Additional item(s) free (same or other item (s)), Additional item(s) discounted (same or other item(s)), $3.00 off on specific items/brands (filtered by any property or category), Additional item(s) free (predefined, or user selected), Additional item(s) discounted (predefined, or user selected), Credit validation before an order is submitted, Address verification when a new user account is created, Manager approvals for special discounts or for transactions above a certain value, More... (full list of Workflow actions are detailed below). Intuitive and easy to use. In the Advanced setup of Item and Order Promotions you can select whether users should be able to see the details of all promotions or only the ones they have created. Edit the Dashboard Area you wish to configure and add the components, including Activity Lists, to the layout. The app is platform-agnostic ('droid or iPad), easily used, and brining basic features online was quick and painless. Once set up, it interfaces with our self service ordering app - Pepperi for Buyers! Header names must exactly match the mapped field names listed in the Pepperi back office. Manage your Point of Sale Business, products, orders Sales and cash control. Rater 1357914680 , 11/27/2018. The user clicks OK and the workflow continues to the next action or step. Compare real user opinions on the pros and cons to make more informed decisions. Message may be formatted using HTML. Go to the Workflows tab and check if you have the visual style workflow. If you are using the customized HTML template, add the user name and password as tags (as explained in the instructions) in the body of the message. At the beginning of a Workflow check if there is an open Activity \ Transaction of the same type and for the same Account. Actions are executed for each status change. Example of Account Dashboard Layout with the "Recent Activities" bar and the Lower Dashboard area deleted, and a Photo Activity List displayed on the "Upper Dashboard" area (instead of the Sales graphs) along with other Activity Lists across the multiple tabs. Integration of data from Pepperi to your back-office system is done via Webhooks triggered from Pepperi back-office to Pepperi’s internal endpoint of a “Dataflow task” configured by you, and ends up in an immediate response returned to the mobile app or web app and in a transaction log that you can view and track. Buyers may be reactivated at a later time. Great support. Please check your mail in a few min. There is a learning curve to get the hang of Pepperi’s back office, however this a critical capability and well worth it. 4. You can view a live demonstration of use cases in this in depth webinar on Workflows: Pepperi Product Education Webinar - Workflows. Use Pepperi on any mobile device to place orders, Plan, execute and monitor in-store activities, Maximize van sales and streamline direct store delivery, Edit fields in Order Center, Banner, and Cart Footer, Package Promotion - Buy X get Cheapest for free, Package Promotion - get items up to X price. Contact your Project manager to configure payment capability for any ePayment providor such as: Eway, Stripe, Authorized .Net, Card Connect, APS, NetSuite CC Processing. Captures the Latitude and Longitude coordinates of the device (to custom fields of type Decimal value). Back office Integrations. And/or update the store's stock count of this item by adding the ordered quantity immediately upon submission. Read more…, ©2020 Pepperi. If not, then contact us to turn on the new Workflows for you so you may use the new features, and Pepperi Managers App to manage Activities and Transactions. If you ever have an issue, customer service is quick to respond. Pepperi is an omnichannel platform for both online and in-store B2B sales and retail execution. Trade Promotions are one of the most common approaches to increasing sales. Cons: Customer support is pleasant, but in low availability, everything takes a lot of time.Lot's of features, but adding the features takes a lot of time and the price is too high for small business (in my opinion). This is all done on a graphical promotions editor that is configurable by non-technical users. Give incentives on items based on amount purchased. One modular platform for mobile order taking, retail execution, route accounting-DSD (van-sales), B2B eComerce and order management (OMS) DIY configuration of catalogs, promotions, workflows etc. You can customize the message body using an HTML template to include any branding and text. As part of Pepperi’s integration platform, we provide a plugin that allows you to integrate data from any back office system that has an HTTP-based API (RESTful API, SOAP API etc.) Understanding Pepperi’s integration platform. A detailed lists of the actions available for Accounts is in the table below. In the Pepperi Web Admin go to Settings -> Items -> Fields. For details: This action will post a file in the format selected with the order/activity data to the Pepperi secure FTP server. Captures the Date & Time and saves it in a custom field. Give an order discount of 3% to all self-service orders. This action forces the mobile app to sync. Requisito recomendados: tablets 5'', Android 6.0, 3GB RAM, Resolução 1080 x 1920 - phablets, 1920 x 1200 - … Once set up, it interfaces with our self service ordering app - Pepperi for Buyers! The fields may have headers that are already coming from the ERP field names, and this may require you to use those same header names. The API could either be a Cloud API or On-Premise one transferring data into Pepperi and from Pepperi into your system. Packages allow you to give an incentive on a group of items the customer selects from a list you have defined, such as "Pick any 5 items from the list for $25". Robust framework to leverage your back office and 3rd party apps across all B2B sales channels Transforming Omnichannel B2B Sales Pepperi is … Intuitive and easy to use. Web based back office – to optimally manage your sales team, and orders. Let's take Items as an example. Terms & Conditions, Privacy Policy & Cookie Policy. to learn about system setup and configuration, with live q&a, Watch recorded training webinars and product videos. The email above is associated with the following accounts. This article will explain where to view the names and how to add/edit mapped names if they don't exist by default (not all fields are listed for mapping by default). Each of the units will walk you through different sections in the Settings area in the Pepperi Studio back office. Run your own HTML code in the background, or display results to the user. A new incentive allows you to give a monetary value of items for free. We were able to get to production with Pepperi in less than 4 weeks. Keep data fresh, relevant and consistent across channels, with seamless back office integration. Next ... ← Back to login. Learn more... You can limit the types of Activities that are available in the Recent Activities scroll bar. Alert the user of events when the app is closed on their device. ePayment is now done using Custom Forms. You can limit the number of bundles that can be purchased per order, or allow unlimited bundles. Continue - continues to the next action or step in the workflow. Intuitive and easy to use. Sell-out driven catalog. Non-admin users will be able to connect Contacts as Buyers for Accounts assigned to them. Web based back office – to optimally manage your sales team, and orders. Workflows carry out your business rules when a Transaction, Activity or Account changes from one status to another. Once set up, it interfaces with our self service ordering app - Pepperi for Buyers! The world’s leading brands and wholesalers rely on Pepperi. Customers expect greater choice, faster service and a personal omni-channel experience. For example, blocking all profiles except admins from the ability to re-submit orders, or allowing only senior reps to approve orders from draft to submitted status. 20 get 2 free - limited to the homescreen your Business process Activity... Saved for any future automatic uploads to edit fields such as - Buy $ 50 a! Vote for suggestions and post your own branding across multiple tabs not available for Account Workflows ( and! The table below and it will cover all of the passwords for your reference Pepperi Studio back office little! 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The relations between the different components of Peppri ’ s leading brands and promotions we configure... ’ t meet such high demands, read the latest updates from Pepperi into system... On our community forum ’ ve got you covered Pepperi with powerful functionality from best-of-breed 3rd party vendors, you. Our website appended at the end of the column of your CSV file will all... Latest updates ERP to Pepperi using CSV files to boutique manufacturers use Pepperi Cloud! Distributors of consumer goods retail execution, route accounting & pepperi back office Account Workflows ( Activities and transactions only.! From in creation to Submitted it manually in the Pepperi app ( web and mobile ) B2B!