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 you and your sales reps can enable and sync the app.

Enabling the Sales Rep App

To enable the sales rep app, follow these steps: 

Step 1. Go to Settings >Profile, and look for the “Mobile app (iOs/Android)” tab. 

Step 2. Click “Enable Sales rep mobile app” and then “Save” to activate it.

NOTE: You can check the “Allow access to all customers from admin users” to give access to your full customer list to all your sales reps by default instead of assigning them specific clients. Otherwise, leave this box unchecked.

Step 3. Download the sales rep app on your phone or tablet. You and your sales reps 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. Go to Settings >Setup app on your Admin panel.

Step 2Launch the app 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 3Click to sync the app. The first sync might take time if your account includes over 1,000 products.

NOTE: To sync the Sales rep app on their phone or tablet, sales reps should log in to the Sales Rep portal. Then, click Settings >Setup app and follow Steps 2 and 3 described above.

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 also supports product variants. However, it doesn’t currently support product options without assigned variants.

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