The cellar
Between the barrels, no signal, the order built from the full list with the restaurant's negotiated prices.
Field sales
Reps who close on the spot, not back at the desk.
A wine distributor's rep walks a restaurant's cellar with the buyer, checks what is actually in stock, builds the order from the full catalogue and takes a deposit on a card reader that fits in a jacket pocket. Offline in a stone cellar, synced the moment the van is back in signal.
- Ordered in the cellar, offline24 bottles · 960.00 EUR
- Paid a deposit on a pocket reader
- Order synced from the car
Why it matters
What changes for the business.
Orders close in the room
No writing it up later. The order exists in Magento the moment the van finds signal, with the prices the rep quoted.
The whole catalogue in a bag
Every SKU, live stock when online and the last sync when not, on an iPad that weighs less than the price list used to.
Deposits on the spot
A pocket card reader on the integrated payments platform takes a deposit; the balance goes on account or by pay-by-link.
Commission without arguments
Sales attribution puts the rep on every order and receipt, so commission and territory reports come from the same data as finance.
How it works
Step by step, from the first switch-on.
- 1
Sync before the road
Delta sync puts the catalogue, prices, customer accounts and stock on the device in the morning.
- 2
Sell where there is no signal
In the cellar, the warehouse or the field, the rep builds the order offline. Account pricing and promotions apply from the local database.
- 3
Take a deposit or terms
A pocket card reader, or the account's Net terms with a PO reference. A quote can be printed or emailed if the buyer needs sign-off.
- 4
Back in signal, it is in Magento
The queued order sends itself, lands in the right store's fulfilment queue, and the rep is on it for commission.
Ways merchants use it
One rep, one restaurant, one afternoon.
Distributors, wholesalers and brands with a sales force on the road: drinks, food service, building products, medical and dental supplies.
The handshake
Deposit taken on the pocket reader, the balance on the account's terms, the delivery date noted. The buyer has a receipt by email before the rep leaves.
The car park
Back in the car, the signal returns and the order sends itself. The warehouse has it before the rep has started the engine.
What you need
Before you switch it on.
- ebizmarts Point of Sale on iPad with delta sync scheduled for the morning
- A pocket card reader on the integrated payments platform, or pay-by-link
- Sales attribution switched on, and Net terms enabled for account customers
- Reps assigned to the store or store view whose queue should receive their orders
Also in Point of Sale
Trade shows and eventsSell from the stand with show pricing, orders for delivery, temporary device keys and offline-first syncing.Offline and maintenance-mode sellingKeeps selling with no signal, and straight through Magento maintenance windows.Multi-source inventory and stock transfersLive stock across Magento inventory sources, and transfers between them from the iPad.B2B tenders and trade pricingAccount terms, layaway, store credit, split tenders and customer-group pricing at the counter.Pick, pack, ship and pickupShip from store, ship to store, click and collect and split shipments, all from the till.Endless aisleSend the basket to the customer's online cart or wishlist, or pull theirs into the till.All 16 Point of Sale featuresBack to the overview.
Questions
What merchants ask before they turn it on.
Does it work with no signal at all?
Yes. The catalogue, prices, customers and promotions are on the device. Orders queue and send when a connection returns.
How does the rep take payment?
A pocket card reader on the integrated payments platform, a pay-by-link by email or SMS, or the account's Net terms.
Is the rep recorded on the order?
Yes. Sales attribution puts the rep on the order and the receipt for commission and reports.
Can a buyer get a quote first?
Yes. Quotes are printed or emailed, held in the cloud and converted to orders later from any device.
Where does the order go?
Into Magento as a normal order, in the fulfilment queue of the store or warehouse configured for the rep's device.
See it on your own catalogue.
A demo takes half an hour and uses your products, your stores and your permissions, not ours.