Order taken in store, sent to the cash and carry
A rep takes an order in a UK independent and sends it to the store's wholesaler, so the retailer doesn't have to re-order it.
James · Field rep · Patel's Food & Wine, Bradford
At Patel's Food & Wine in Bradford, the owner, Raj, buys through his local cash and carry. At 11:20 James builds a 9-case order from the account's price book: four of the new energy drink and five of the soft drinks multipack, £214.60 in total. Raj signs on the phone. James sends it as a turn-in order to Raj's wholesaler. When he syncs at 11:32, the order goes through with a transmission reference and Raj gets a PDF confirmation.
- The store buys from its wholesalerA turn-in order goes to the store's chosen wholesaler, so it fits how independents buy.
- Signed by the retailerRaj signs on the screen, so the order is agreed before James leaves.
- A confirmation the store keepsA PDF confirmation is emailed to the store, and the rep is copied.
James syncs at 11:32. Sales ops sees the order and its reference.
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this example