Ultimate EDI Software

In depth look at our Ultimate products to help you streamline business, save time and save money.

Web Trader Rep Trader Management Portal

Having a Good Web Presence and a High Level Customer Ordering and Management Portal available to your clients are vital for any business looking into broadening their sales avenues. Making it easy for your clients to place orders and get access to their account details are vital. Your clients can browse ALL YOUR PRODUCTS AND PURCHASE THEM at the touch of a button. These order will get sent directly into your ERP system as ALREADY CREATED ORDERS without any human input required. Your clients have all their account details available to them without having to contact your Accounts Department. This saves them time and saves your company time as staff gets freed up to concentrate on their main roles.

The Ultimate Web Trader Portal will give your company the ability to easily import large amount of sales orders directly from clients AND export large amounts of data to your clients without the requirement to get any staff involved. Streamlining your inbound sales and outbound data transfer is what WE ARE experts in. The "Ultimate Web Trader Portal" can easily communicate with any ERP system out there, from large to small. We have experience in integration with most of the ERP systems out there, we can guide you through the process and manage the entire project with the backup of you and your Team

The amount of Functionality within the Web Portal is vast and as per any of our products can be tailored to your requirements.

WEB TRADER USER MANUAL

ULTIMATE WEB TRADER

  • Registration is easy and fast and only required ONCE per user
  • Registration is Secure/Safe
  • Registration Protects Your Clients Details
  • Registration Complete

Registration Process

Having a Good Web Presence and a High Level Customer Ordering and Management Portal available to your clients are vital for any business looking into broadening their sales avenues. Making it easy for your clients to place orders and get access to their account details are vital. Your clients can browse ALL YOUR PRODUCTS AND PURCHASE THEM at the touch of a button. These order will get sent directly into your ERP system as ALREADY CREATED ORDERS without any human input required. Your clients have all their account details available to them without having to contact your Accounts Department. This saves them time and saves your company time as staff gets freed up to concentrate on their main roles.

Marketing Pages

Here Your Company can upload Multiple Marketing Pages - this is the "Default Page" that a Web User Logs into from where all the Web Portal Functionality is available to them. Specials and any type of marketing can be uploaded to this page using an easy upload procedure.

  • Marketing Pages

Home Page

This link will take you back to the marketing page from whatever page that you are in at the time. These will show whatever Marketing Pages Eurolux have uploaded for the month and will differ from time to time

Client Options Once Logged in

We simply placed a link here to your "corporate client website" to enable users to jump to your main corporate website at any stage. From the corporate website there will be a link back to the Customer Portal making it easy to jump between the 2 sites.

NOTE: Your Corporate Web Site will open in a separate tab to enable users to still use the portal at the same time

  • Order History

Order History

We normally request 90 days of order history per account to the web portal (from your ERP system) - updated on a daily basis. This means logged on users will be able to see a list of all orders placed in the last 90 days (in the portal and placed via other methods - as long as the order exist within your ERP System). The first screen they will see simply lists ORDER HEADER details - they can then click on a specific order and that will then display all the LINE DETAILS.

FURTHER - Users can click on the email link and have the order sent to them via email. This will be all the order details From Order Date to Invoice Number and detailed "line details including customer specific pricing". This can be tailored to your requirements

Account Details

Users can also view Sales Ledger Account Details as below - updated on a daily basis. The details can also be email if required

  • Credit Limit
  • Account Balance
  • Available Credit
  • Last Payment Date
  • Last Payment Amount
  • Account Details
  • User Temapltes

My Templates

Users can create order templates should they require this. This is for accounts/users that have the requirement to place the same orders over and over. This way they do not have to re-type the order every time - they can simply create a template order. They can create as many template orders as they wish. Templates can be managed - thus added to and removed from whenever required

Continue Shopping

This link will simply take you back to the main product menu from where you have several different options with regards to finding products.

Suggested Orders

This section of the webpage looks at your buying patterns and the products which you have purchase most over the past months. Using that information the portal is able to put together a suggested order of all products previously purchased (top items purchased). The logics behind this calculation can be tailored to your companies requirements.

  • Brand Navigation

Brand Navigation

Searching for Products can be done from the home page using Brand Navigation on the left. Products are simply broken up into Product Groups as held within your ERP system.

Products and the Product Groups they are linked to are refreshed daily directly from your ERP system

Searching by Typing Description OR Product Codes

Searching for products within the Web Portal is easy - making finding the right products fast and affective - In our View Placing Order MUST BE EASY. For Part Numbers and Descriptions the more you type in the search box, the smaller the hit list will be - exact hits will only bring up one product.

  • Product Search
  • Product Display Grid
  • Expanded View - Bigger view available with all the same functionality

Product Display

The Web Portal displays ALL product details as refreshed from your ERP system on a daily basis.Seeing up to date and correct details are Vital. Each Account will see the pricing linked to their account as it could be different for each account.
Details are displayed as below:

  • Brand that product belongs to
  • Part Number
  • Description
  • Add to Basket - as long as stock is available
  • Add To Template
  • Free Stock - updated several times throughout the day
  • Order QTY - To be filled in as long as stock is available
  • Product Image
  • Price - Price per account displayed (NETT EXCL VAT)

My Basket

The UWT Portal Basket section is very user friendly and can easily be added to and removed from. It makes it easy for the user to see what has been placed on order, how many and at what cost.

  • IMPORTANT - You can CLEAR THE ENTIRE BASKET in one go
  • Profile View

My Profile Page

Users can log onto the My Profile page and view their current profile details. They can amend their current details and also manage the password from here.


WEB TRADER USER MANUAL Request a Demo

ULTIMATE REP TRADER

Our Ultimate Rep Trader products makes Increasing Sales and Managing their Clients easy for your Sales Reps. Making a hugely functional portal available to your reps to increase sales, manage clients and have all required data at their fingertips at any stage is vital to all businesses who are serious about increasing sales, and to any rep who loves chasing sales without the old fashioned difficulties linked to it. The Ultimate Rep Portal will assist your Sales Reps in all ways required and will have an immediate effect on your sales figures and customer satisfaction.

The Rep Portal is directly linked to your ERP system and gets update hourly/daily depending on the type of data send from your system to the portal.

REP TRADER USER MANUAL

NOW Follow with Functionality as below:

  • Login Procedure
  • Login Account

Login Procedure

Each Reps Login on the Rep Portal gets controlled directly from your ERP system. The details that we receive from your ERP system will also link all REPS to their allocated client accounts. Each Rep will thus access different client details and cannot see details about each other's clients.

Share Your Location

Reps on Laptops logging in via a browser have to "Share Location" in order for the portal to locate the rep and thus also Geo Locate all the Reps clients on a map. The Portal Geo Located on all Browsers on all devices available to Reps.

  • Share Location
  • For the Rep to select a specific account he simply click on it within the above right hand side legend from where he/she will can see all the relevant DRM details about that specific client on a CRM Client Dashboard

Rep Client Location Map

Default Login Page - Each Rep once logged in will be presented with the Default Geo Location Mapping Section pointing out all his clients on a map from where they are available to be selected. Once selected All Relevant Details about the specific client becomes available

Client CRM Dashboard

All relevant client details are available from here and can be drilled down into finer details.

CSV All data on screen can be downloaded as a CSV spreadsheet - Simply click on the CSV option.

Monthly Sales for Account

  • DRM Dashboard
  • Monthly Sales - The above Graph will show you the monthly sales totals to this account for the last 12 months.
  • You can click on a Specific Month to have it broken down into details product sales for that specific month
  • You can click on the heading at the top to see all months in a downloadable Excel Format

Sales VS Budget – Current Month

  • The section simply scales the current monthly sales against the budget set for the month.
  • You can click on the YELLOW Sales line to see all the sales for that specific month to that specific client
  • You can click on the heading to see the BUDGET VS SALES for this specific account in a downloadable form

Products Purchased by other accounts within the industry

  • This graph shows products that are being purchased by others within the industry (For Example “ELECTRICAL” or “LIGHTING” etc) – as setup in your K8 system. This will assist the rep with regards to SUGGESTED SALES.
  • You can click on the Graph Heading to see a DOWNLOADABLE version of the above
  • You can click on a specific product within the graph to add it to the basket and send order on behalf of the client

Sales Analysis based on Previous Purchase History

  • This graph will show you what this specific account USED TO PURCHASE and where sales have DECLINED or STOPPED. Again this will assist the REP in Sales Boosting or Analysis
  • You can click on the Graph Heading to see a DOWNLOADABLE version of the above
  • You can click on a specific product within the graph to add it to the basket and send order on behalf of the client

Sales by Product Group - PAC

  • This graph will show sales for this specific client BY PRODUCT GROUP or PAC
  • You can now click on a Product Group to see all the products for that product group that has been sold

Top Products for this account

This graph shows the TOP PRODUCT sales for this specific account

  • Click on the Graph Heading to see the data in a downloadable version

Further Map Functions

The Rep has some more functionality available from the Map

Customer List

This section will show all the REPS clients in a list including details such as:

  • Distance
  • Last Visit - As logged on Portal
  • View Client Details - from where details can be amended
  • Log Visit
  • Current Vs Budget - a simple UNHAPPY FACE for under budget and a SMILEY FACE for Over Budget

Address Details
PS: When it states "INVALID" on the customer map against account it means Google Maps does not like the way the address has been imported and IT NEEDS TO BE CHANGED

  • The Rep can quickly and easily view his/her clients listed
  • Basic Details – Basic Account Details as received from K8. These details can be updated for Portal Purposes
  • Contact Details – Basic Contact Details received from K8. All these details can be amended on the portal – for Portal Purposes Only and not to be exported back into K8
  • Address Detail – as received from K8. These MUST be in the correct format for Google Maps to identify the address correctly
  • Credit & Balance Details – As received from K8 Sales Ledger – THIS IS LIVE DATA AND UPDATED DAILY
  • Account Details – VAT & Pricing Details directyl from K8
  • Notes – In this section you can add notes and manage them accordingly
  • Visit Logs – This is where you can VIEW and Edit already created visits. NEW Visit Logs has to be created via the Visit Logs Button
  • General Info – Here we just have a further button to use to log further general information

Account Details

From here the Rep has a host if functionality available to him to manage his/her client - each on an individual basis and all stored for future reference

Log Customer Visits

Reps can log their visits to their clients. The Portal can be set so the rep can only log a visit within a certain distance of the client - so he/she has to be close - this is dependent on the closest 3G tower etc. Please let us know your thoughts on this

  • CLICK ON LOG “Log Visit”
  • CLICK ON SAVE…wait a few seconds<br />Visits can be viewed and amended via “Account Details” as above
  • After logging visit you are taken to the Account on the Map

Place Orders on behalf of your Clients

From the "Account Details" Section you have the option to place orders on behalf of the client.

You will now be directed to the standard Customer Portal Ordering Screen from where you can create a basket on behalf of your client and also place orders that are sent directly into K8 as already created orders OR create quotations that are sent directly into K8

REP TRADER USER MANUAL Request a Demo

MANAGEMENT PORTAL

Manager Login Details - As received from your ERP system

  • Who the Managers are for each Rep
  • Manager Name
  • Manager Password that you wish the manager to login on the Management Portal - Thus controlled from your ERP system
  • Manager Email Address

IMPORTANT - Within your ERP system details each REP is marked to have a manager against them. This is how we determine which REP is managed by which person.

MANAGEMENT PORTAL USER MANUAL

Manager Login Procedure

Manager logs into the same Portal As Customers & Reps. In other words, they use the same login button from the portal front screen.

USERNAME = MANAGER CODE = Example = User001
PASSWORD = PASSWORD - Example = user001pass
*please note that the above are only examples

  • Login Link
  • Manager Login Details
  • AMOUNT OF CUSTOMERS AS PER DEFAULT SCREEN<br>Example - Dean Manorit has 151 clients against his name
  • Customers can be viewed by clicking on View Customers

Manager Options Once Logged in

There are various screens available once the MANAGER has logged in. The DEFAULT screen will show all the REPS that belong to that manager with the following information against each REP.

  • REP NAME
  • REP EMAIL
  • AMOUNT OF CUSTOMERS - To be discussed later in this document
  • Amount if visits logged on the portal by each REP
  • Amount of clients UNDER BUDGET
  • Amount of clients OVER BUDGET

All Customers will now be displayed showing:

  • Current Sales
  • Current Budget (for current month)
  • Visitations - It will show if the clients has been visited or not
  • SMILEY UP = Over Budget And SMILEY DOWN = Under Budget

CSV All data on screen can be downloaded as a CSV spreadsheet - Simply click on the CSV option.

  • Rep Accounts
  • Top Menu
  • Rep Dashboard
  • List of Under Budget Accounts

TOP MENU OPTIONS

Your Rep List - this will show all REPS managed by the specific Manager - as per default screen

Under Budget Reps - This will sow you all your Reps that are still under budget

Under Budget Customers/Accounts - This will show you all customers where sales has not yet reached budget

MANAGEMENT PORTAL USER MANUAL Request a Demo