Improve your Sales Rep’s Performance with Detailed, Live Reporting

Most organizations with outside reps struggle with providing access to the type of in-depth reporting which can help reps sell more effectively. Often this data is locked away in QuickBooks, Navision or Sage or other software designed for the back office.

Orderoso syncs with those solutions and transforms that data to live, web enabled reporting scoped to the user’s role in our system. In this way, we’re able to provide sales reps with easy access to only their sales history while allowing managers to review their entire organization’s results.

This level of access provides sales reps with the ability to find underperforming accounts, identify accounts likely to reorder and increase their overall awareness of their customers, products and sales. In addition, managers can quickly produce reports from all sales data without waiting for accounting to run reports.

Reports can be shared via PDF, excel or csv and saved, providing quick access to commonly referenced metrics.

A few of our most widely used reports include:

The Account Analysis Report

Provides real time data on sales by account.


The Presentations Report

Tracks rep’s presentations made for each account with important client feedback.


The Sales Detail Report

Provides granular, sale by sale data.


Orderoso provides 18 additional report types including samples, samples by rep, allocations, product performance, daily sales and more.

Announcing Configurable, Customizable Sell Sheets

At Orderoso, we have the chance to observe the methods of some of the industry’s top sales reps. One tool we commonly see these reps utilizing is customized sell sheets which present content about the wines being shown. These materials not only help reps close sales, they are also used by the buyer in marketing and in education of staff.

Our latest release included a sell sheet configuration tool to help reps capitalize on this technique. Reps can now convert an existing presentation into a sell sheet while optionally including pricing, product descriptions, product images, and customer interests. Once the content has been edited and saved, users can print these sheets for leave behinds or email them to buyers. Additionally, we now track views of these emails so you can gauge buyer interest.

Creating a sell sheet starts with creating a presentation, which are customized lists of products a rep displays to buyers. To create a presentation:

  1. Click ‘Presentations’ in the main menu then ‘Create’ on the right side
  2. Select the account, input the contact information and set a status and date and save
  3. Search your catalog to create a list of products to be included in the presentation
  4. Save the presentation

The presentation can be then be converted into a sell sheet with the following steps:

  1. Click “Sell Sheet” at the top of the presentation you want to convert
  2. Click “Create Sell Sheet” to start a new sell sheet
  3. Choose the style and information you would like to display on the sell sheet and click create
  4. Make edits to the sell sheet as you would in a word document and save

Steps 1 and 2 of creating a sell sheet from a presentation

03-configure-sellsheetStep 3, the presentation sheet configuration dialog

You can now save the sell sheet as a PDF for printing or email the document to your customer with the “Print” and “Email” buttons in the top right of the sell sheet page. When you email the sell sheet, the customer receives a link where they can view and download your document. This view is tracked, so you can gauge customer interest in your work. To view tracking information, load the presentation and click the Sell Sheet button. If a sell sheet has been created, this area will provide the time sent to the client and the time the sell sheet was viewed. You may also click through to the sell sheet itself to view time sent and viewed.


The time the presentation sheet was emailed viewed are visible on the sell sheet page

Update: 10x Faster, Sell Sheet Configurator, Lines Sheet PDFs and More

Friday we launched one of our biggest updates yet. Here’s the list of new features and improvements:

10x Faster

We’ve achieved an estimated 10x speed improvement on order, account and report pages. You’ll find that loading, searching and sorting operations are all much faster.

NEW – Sell Sheet Configuration

We’ve added the ability to select what information you include in your sell sheet sheets, including hero image, descriptions, pricing, interests and interest pricing.

When you are done editing, email the sell sheet to your customer. The customer will receive a link where they can view the sheet and download a PDF and you’ll be able to track when they view it.

Creating an Order Makeover

When creating an order, the add products screen is now a dedicated page. Additionally, you can now add multiple line items of the same type.

TIP: To change a quantity on the add products page, delete the product and add it again with the proper quantity.

New and Updated For Brand Managers

NEW  – Create Line Sheet PDFs

You can now export the line sheet with pricing and availability to a PDF. Simply click “Export PDF” from the line sheet editor to instantly generate a PDF from all products in your current search.

TIP: Adding ” > 1 ” to the Avail field returns only products with availability greater than 1 (or whatever number you’d like). When you export that search, only those products will appear in the PDF. This works with the price field as well.

NEW  – Media Manager

We’ve completely rewritten the media manager in this release. We now automatically generate PDF preview images and have greatly simplified uploading! Simply drag and drop PDFs, images and videos into the upload form and watch them upload.


We hope you enjoy these improvements and as always, we look forward to your feedback on how to make them better!

Track Your Sales Rep’s Sample Orders

One of our latest updates is the ability to track your Rep’s sample orders and their samples-to-sales percentage. Like most things in Orderoso, it’s really simple. Simply add an account for each rep clearly labeled as their sample account. Something like “Jon Smith Samples” would do. Then set the Sales Type value to ‘Samples’ and have your reps start placing their sample orders against this account. If you have the option set to allow reps to discount products, then have them discount each by 100%. If not, have your order desk do so after the order has been submitted.

Once you have some sample orders entered, the sample report page will display your rep’s sample orders and sample to sales percentage which allows you to easily monitor who’s over the industry 2% average. You can also enter the dates you’d like to review data for to filter the report.

Screen Shot 2013-08-05 at 12.44.46 PM
Hopefully your volume is a little higher than my test data!

Like all our reports, this sample data report is exportable as an Excel document, and a plaintext csv file. We’re launching PDF exports in the next week or two.

Why We Left Salesforce for Orderoso – Springboard Wine Company

This post was written by Orderoso customer Chloe Beard, founder and operations at Springboard Wine Company

Springboard Wine Company is a wine broker/distributor operating in California with 19 sales reps and 7 support staff members. We are dedicated to working hard on behalf of small family wineries, providing great customer service to our accounts and our sales team and running a thriving business that is sustainable over the long haul. We are always looking to improve our systems and run our business more efficiently. For that reason, we decided to drop 19 Salesforce licenses and move our sales reps to exclusively using Orderoso. Continue reading

Create an Email Blast that Will Boost Your Rep’s Sales

This How-To Will Help You Create a Smart Template that Will Drive Sales to the Correct Rep for Each Customer in Your List

Email marketing is so powerful that it can boost your sales by several percent a month. If you aren’t using it, you should be. If you already are, you might not be doing so as dynamically as you could be. We’re going to show you how almost anyone can create a free email marketing piece that can be used over and over again. This smart email template is specifically designed for the broker/distributor business model, as it will display the correct sales rep and contact information for each of your accounts. With the right call to action, this template will help drive sales directly to your reps.

Here’s an example of the kind of email you can build by following this tutorial. (Your’s can look much better!)

Continue reading

Hello world!

Orderoso is for reps who need better tools for product sales, for order desks who are constantly entering orders and answering calls and for managers who would like to streamline the works.

We’ll be posting here about how we are improving those processes,  marketing advice for small businesses with reps in the field, cool info-graphics and some interesting setups we’ve learned from the amazing businesses we work with.

Be sure to sign up to receive notifications of posts by email. We promise at least 90% of those emails will be of value to your business.  Fair warning, the remaining 10% might contain photos of wine we are drinking and product launches.