Blue Alligator Support Forums

Hi Andy,

I am an agent and cover multiple principles too.  I am afraid my findings are you will have to work SP to try to cover all of your principal requirements all at the same time.  I claim it as my standard rather than just getting by because they all work differently.  Its very time consuming particularly if your companies are all using data in different ways. 

The way in which I use SP is nothing other than a Super Catalogue and Order Pad.  This is due to the fact you cannot connect to each of your principals back offices to gain access to the individual data such as stock levels and credit control.  I am not sure they would want that anyway. I then email the orders off to the various offices.

I run the different company data sets from a single master control spreadsheet.  I update when principals update their info.  I upload to SP via the CSV template files which are driven from my master control sheet.   Regarding images, I keep data banks of these in high resolution and then use thumb nails to upload to SP.  Its quite straight forward as long as you keep on top of it. 

My customers love it and so do I.  I try to send orders after each call via my personal hotspot or public if I can find one.  Its great it saves me so much time at the end of a day.

I recommend!  I hope this helps you if not too late.

Rob12 wrote:

The way in which I use SP is nothing other than a Super Catalogue and Order Pad.  This is due to the fact you cannot connect to each of your principals back offices to gain access to the individual data such as stock levels and credit control.  I am not sure they would want that anyway. I then email the orders off to the various offices.

We also provide solutions for automating regular two-way exchanges of data between back-office systems and cloud accounts. These tend to be used mainly by principals that manage their own cloud accounts though.