The ‘Advanced selling tools’ bundle is a collection of features that that are designed to help sales teams who need to handle high volumes of transactions; complex pricing rules; and complex delivery logistics. To request access to this feature bundle, please contact us at [email protected].
Volume pricing & per-customer volume pricing
You can configure your products with volume pricing rules (quantity-based pricing) where the unit price decreases as your customer buys more of your product. Volume-pricing rules can also be configured on a per-customer basis.
Related information: How do I add volume pricing to my products?
Scheduled delivery days and same-day cut-off times
Set up a delivery schedule for each customer and then enforce rules for the delivery date so that customers always receive their orders on their next available delivery date. This removes manual errors and prevents orders from being assigned to dates that are not part of your delivery cycle. You can also set a specific cut-off time for same-day deliveries to ensure that delivery deadlines are met.
Related information: How to enforce scheduled delivery days and cut-off times for same-day deliveries
Markup and margin tracker
In the web console, we can show markup and margin statistics when entering or reviewing order line items. This allows admins to quickly and easily see how discounting is affecting profitability for a single line item and for the order as a whole. It also allows reps who create orders using the web console to know exactly how much margin they are giving up and still have available to negotiate with.
BOGO promotions
Sales reps can add the same product multiple times to the cart and give each order line a different discount or price. Setting a zero price for the extra line allows you to do a BOGO promotion.
Related information: How do I create BOGO promotions?
Rep personal sales reports
Sales reps can view their own personal reports on their sales performance, product sales and customer sales.
Related information:
How do I view reports on sales performance?
How do I view reports on sales activities?
How do I view reports on sales by customer?
How do I view reports on sales by product?
Overselling prevention
This feature allows you to prevent users from ordering items in quantities that exceed your present stock levels. Users will get a warning and be allowed to reduce their order quantity to be within the stock that is available.