Andrew,

We have outside sales reps who work out of other locations. We provide them with inventory at their locations. They work on the road, delivering product to customers in their area out of their inventory. They currently have to hand write packing slips with everything they deliver to each customer and have the customer sign that they received it. Then they send the packing slips to us at our head office and we invoice them in OE.

The sales reps currently spend several hours a day hand writing packing slips so they can go out on their deliveries. They have to find the item code, description and price from reports we send them. It is tedious and inefficient.

We are considering setting up designated computers at our head office location so each outside sales rep can connect to their designated computer using an RDP connection. We would give them access to OE so they could create orders for their customers, print them as packing slips and take on the road with them.

There are huge advantages to implementing this:
-It would save our reps a ton of time so they could spend their time selling more instead of hand writing packing slips.
-It would greatly improve accuracy, particularly with item codes, descriptions and prices.
-The customers name, address, item code, description and prices could all be retrieved from our data. No guess work.
-It would be much more professional for our customers to receive paperwork that has been printed from our Adagio system.
-We could also give our reps access to Item Inquiry within OE and some Gridview's relevant to them.

The problem however, would be giving them access to all of our customers. That is a conflict. Our reps might identify existing accounts that they think should be transferred to them so they can earn commission on them. Maybe in the future they might end up working for a competitor and take our entire database of customers with them. It doesn't make sense for us to give an outside sales rep access to all of our customers.

Maybe you can consider this feature for the future?
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Susan Tennier
TDL Canada
Trenton, Ontario