- Sales Rep -
After signing up, the first screen you see is the "Let's Get Started" screen. To start accepting orders, you need to become a 'Seller' on the Way2Order platform. Click 'Start Seller Setup' to continue.
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Create your seller profile by entering in some basic information - Primary Contact, Company Name, Company Initials, Email Address & Postal Address Details.
The email address field is very important & requires verification. Information regarding New Buyer Requests & New Orders will be received as an email on this address.
Select attributes as per your product range. Code, Name & Category are required attributes. You have an option to include all attributes while adding product data but only displaying a few of them to your buyers. Data for majority of these attributes can be imported by simply uploading an Excel (XLS) file.
Next
The attributes you selected in the previous step are listed here. You can assign a custom name to these attributes e.g. 'Price 1' can be 'MRP' or 'List Price' & so on.
If you already have your price-list in Excel format, you can reorder these attributes by dragging the column name badge and matching their order with the columns in your price-list. Or you can simply download the blank Excel template & add your products.
Take care of the maximum characters & cell format. DO NOT reorder/rearrange columns in the Excel template file (downloaded from Way2Order).
Browse your Excel file & Way2Order displays the Excel data for your review. The unique import values for attributes like code, category, tax-tiers & warehouses, is listed on the left. Errors, if any, are highlighted in red. A maximum of 1000 rows of data can be imported in one go.
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The data import process, automatically creates categories by reading the 'Category' column in your Excel file & in this step you can group these categories into sub-categories & so on. Nesting categories are used for navigation purposes. They can contain both product categories (which are linked with products) and other nesting categories as children.
Drag-n-drop the product categories under different nesting categories to define your product catalog category navigation. Maximum nesting depth level is 10.
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That's it, your Seller Setup is now complete & your unique 8-digit, Way2Order App Code is generated. This App Code identifies you as a 'Seller' on the Way2Order platform and is the connecting link between you & your wholesale customers. Share this app code with your customers and invite them to place orders to you on the Way2Order platform.
Next
Add your buyers by entering in some basic information - Primary Contact, Company Name, Company Initials & Postal Address Details.
Next
Define settings for every buyer. These settings include - Territory, Visibility Tier, Price Tier & Minimum Order Value. These settings can be changed later.
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Once you add your buyer, you & your Sales Reps can now place orders for that buyer using the Way2Order Web or Mobile App (for Android & iOS)
Now say goodbye to phone & handwritten orders.
Start Taking B2B Orders on the App.
To add a 'User' to your 'Seller' Account, your 'User' should be registered on the Way2Order platform.
Simply ask your colleague or team member to sign up for Way2Order (using the Web or Mobile Apps) & then select 'Option 3' to logout.
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You can now add a 'User' by searching for your colleague or team member with the mobile no. or email address that was used to sign up for Way2Order.
Next
If the search is successful, you should see the user details & will have an option to assign a user role. There are 4 types of users
+ Admin
+ Manager
+ Sales Rep
+ Distributor
You can also define the privileges for each user. When you are done, click save to add the user & send that user a request. An SMS or Email is sent to the user to accept or decline the request.
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Once a request has been sent to a 'User', a popup dialog shows up on their next login. The user can choose to accept or decline the request. On accepting the request, the user can access that account as per the defined privileges.
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