Sales Reps App (Android/iOS)

Sales Reps can also manage customers, place new orders for their assigned caseload, and monitor existing ones on their mobile phones or tablets using the B2B Wave Sales Rep app. The app is available on Google Play and App Store in Android and iOS versions, respectively.

Let’s see how sales reps can enable and sync the app.

Enabling the Sales Rep App

To enable the sales rep app, follow these steps: 

Step 1. Contact us through the web app support chat on your Admin Dashboard or email us at support@b2bwave.com with a request to enable the app setup for their account.

Step 2. After enabling it, you and your sales reps can download the sales rep app on your phone or tablet. You can find the app on:

Syncing the Sales Rep App

Once you download the app, it’s time to sync it. To do so, complete these steps:

Step 1. Login to your B2B Wave account on your desktop/laptop computer and go to Settings >Setup app on the Sales Rep Panel.

Step 2. Launch the app on on your phone or tablet. Then click to scan the QR code pointing your phone’s or tablet’s camera to your computer’s screen.

Step 3. Click to sync the app. The first sync might take time if your account includes over 1,000 products.

Exploring the Sales Rep App’s Functionalities

Through the app, sales reps can:

  • Browse products and filter by categories
  • Use barcode to find products quickly and easily
  • View customer details 
  • Place orders and view order history
  • Work offline while using the app. This way, sales reps can place orders even if they do not have an internet connection. These orders will be submitted as soon as they are online again.

NOTE: The app does not support product variants and options right now.

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