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New Dashboard for Prophet 21® Opportunities
2/14/2012
Web Connect now includes a new dashboard for Sales Reps and Administrators designed to enhance the ability to manage Prophet 21® Opportunities.
Prophet 21® Mobile Task and Opportunity Integration
1/16/2012
WebConnect for P21 now provides the ability to remotely create Opportunities and Tasks.
Prophet 21® Remote Sales Orders
12/26/2011
Web Connect for Prophet 21® makes it possible for administrators, sales professionals and customers to create remote sales orders.
Reporting and Charting Enhancements in Web-Connect
4/10/2011
The new version of Web-Connect for Prophet 21® offers the ability to customize the charting components on Sales Rep and Customer Dashboards.
Web-Connect Update - April, 2011
3/24/2011
A major release of Web-Connect for Prophet 21® will be ready in April, 2011.

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WebConnect Mobile access for Prophet 21® Demo

You can access a full demo version of the GDC Web Connect system for the Prophet 21® ERP system at the following URL:

Instant Access
http://webconnect.garrettdev.com

To access the system as a sales rep or a customer, use the following credentials.  For administrative access, please call (816) 694-7511.

 

Sales Reps:
Username:  salesrep
Password:  salesreppass

 

Customers:
Username:  customer
Password:  customerpass

 

About the User Roles

Sales Reps

An unlimited number of Sales Rep accounts can be created by system administrators within Web Connect.  Sales reps have the ability to see specific orders, invoices and customers that are assigned to them in the Prophet 21® system.  

Customers are filtered to a sales rep by the assigned ship-to in the system.  When creating remote sales orders Sales Reps only have access to customers assigned to them in this way.

This means that all of the data on the dashboards and drill downs is specific to the sales rep's account.

Multiple Logins:

An interesting aspect of the Web-Connect system is that multiple logins can be created for the same sales rep or customer.  This can be handy in situations where you need a sales manager to be able to log in as a sales rep without having to keep up with what the sales reps current username and password is.  

 

Customers

Customer accounts are actually broken down into multiple sub-roles for a customer - each with unique permissions. These roles include:

  • Customer Administrators
  • Customer Accounting
  • Customer Material Handlers

Customer Administrators can interract with all aspects of the Web Connect system for customers.  They can see all order history, invoice history, use the remote ordering system etc.  In addition to this Customer Administrators have the ability to create new Web Connect accounts for themselves.

Customer Accounting users can see all of the customer data, but cannot add, edit or delete customer accounts in Web Connect.

Customer Material Handlers are restricted to using the Quick-Ordering system.  This is useful when the customer wants to grant access to employees in a warehouse setting that mainly need to re-order items.

 

Web Connect Administrative Users (Admins)

Administrative users of the system have the ability to see sales data for the entire organization.  There are order and invoice drill-downs, customer lookup and details screens and many other useful sales reports available to system administrators.

In addition to this, System Administrators have the ability to create new Customer and Sales Rep logins to the Web Connect system.  Once a user is created, the system admin also has the ability to "impersonate" the user with the click of a button.  This means that an admin can log in as any user of the system!  This feature is very helpful when walking a sales rep or customer through the workings of the system.

Additonal administrative features include:

  • New Web Page creation
  • Setting up and moderating the User Forums
  • Creating new News Articles and Article Categories
  • Globally customizing Sales Rep and Customer dashboards
  • Managing Remote Orders and Remote Customers