Commercial roles and sales activities
Sales agent
The professional who visits existing or potential customers to present products, collect orders, and manage the business relationship on behalf of the company.
Customer budget
The expected or assigned spending value for a customer over a specific period. It can help the agent monitor sales targets and purchase history.
Blocked customer
A customer for whom the company has decided to limit or temporarily suspend orders, for example for administrative, commercial, or reliability reasons.
CRM
CRM stands for “Customer Relationship Management.” It is the set of tools and information used to manage customer relationships, sales history, visits, opportunities, and commercial data. Upp Ordini includes CRM features specifically designed for day-to-day customer management.
Visit route
The schedule of sales visits that an agent carries out with customers during the week or over a specific period.
Credit limit
The maximum level of financial exposure granted to a customer. It helps control commercial risk before accepting new orders.
Purchased products
The history of items already ordered by a customer. Knowing previous purchases helps the agent suggest restocking, alternatives, or new products.
Order collection
The process by which the agent enters and submits customer orders. When digitized, it reduces errors, time, and administrative work.
Sales representative
The commercial role that presents the catalog to customers, collects orders, and develops business in the assigned territory.
Sales history
The set of past sales. Reviewing it helps understand purchasing habits, seasonality, and commercial opportunities.
Salesperson
The commercial role responsible for product presentation, customer relationships, and operational order management.
Orders, catalog, and products
Order collection app
An application, like Upp Ordini, that allows agents and salespeople to enter orders digitally, eliminating errors and delays.
Cart
The area where selected products are placed before order confirmation. It works as a temporary summary of quantities, variants, and chosen items.
Digital catalog
A product catalog available in digital format, often organized by categories and subcategories, with product pages, images, descriptions, and search functions.
Interactive PDF catalog
A standard PDF catalog transformed into a browsable and clickable tool, from which it is possible to select products and add them directly to the order.
Product filter
A feature that helps find items more quickly within the catalog by selecting them based on characteristics such as category, code, family, or description.
Price list
The set of prices and commercial conditions applied to products. It can be standard or customized by customer, group, or sales area.
Order
The formal request through which a customer purchases one or more products, specifying items, quantities, any variants, and commercial conditions.
Product page
The information section dedicated to a single product, with details such as description, images, features, variants, or related documents.
Product variant
A version of the same item that differs by one or more characteristics, for example size, color, measurement, or a combination of attributes.
Integrations, data, and systems
API
APIs are interfaces that allow different software to communicate with each other automatically. They can be used, for example, to exchange data between order apps and the company’s management system.
Backup
A backup is a safety copy of data. It is used to protect information and content in case of errors, malfunctions, or accidental data loss.
Cloud
The cloud is an online infrastructure that allows software, data, and services to be used over the Internet without having to manage them locally on a single device.
Management system connector
The component that connects the order collection app to the company’s management system, enabling the automatic exchange of data such as customers, items, prices, availability, and orders.
CSV
CSV is a simple file format used to import or export data between different systems, such as customer records, items, price lists, or orders.
ERP
ERP stands for “Enterprise Resource Planning.” It is the management software that centralizes processes such as sales, orders, warehouse, administration, purchasing, and logistics.
Warehouse stock levels
These are the actual quantities of products available in stock. Keeping them updated makes it possible to place orders more accurately and realistically.
Integration
The automatic connection between Upp Ordini and your management system (ERP) to synchronize data, prices, and stock levels in real time.
Offline
This means the app can work even without an Internet connection, allowing users to consult data or enter orders while on the move or in areas with poor coverage.
Online
This means the system is connected to the Internet and can synchronize data, updates, and information in real time.
Application server
The system that hosts the application and manages its operation, making data and services available to authorized users.
Data synchronization
The process by which the app automatically updates information between the device and the central system, keeping customers, products, and orders aligned.
Data structure
The structure in which data is organized to be correctly imported or exported between different systems.
XML
XML is a structured format for organizing and exchanging data between different software. It is often used in integrations with management systems and other business tools.
Platform, configuration, and usability
User-specific content
This means displaying different information depending on the user who logs in, such as customized price lists, catalogs, documents, or commercial conditions.
Dashboard
A control screen that presents useful information in a summarized way, such as activities, indicators, customer data, orders, or statistics.
Digitization
The transition from manual, paper-based, or fragmented processes to faster, traceable, and integrated digital workflows.
Web interface
The version of the software accessible through a browser, without local installation, usable from a computer or other devices connected to the Internet.
Multilingual
A multilingual platform can display content in different languages, making it easier for agents and customers to work in international markets.
Multi-currency
A multi-currency solution makes it possible to manage prices, orders, and commercial conditions in multiple currencies, which is useful for companies that work internationally.
Push notifications
These are messages sent directly to the app to inform the user about news, updates, promotions, content, or operational communications.
Administration panel
The restricted area from which the company can manage content, users, catalogs, configurations, data, and the platform’s operational settings.
Customization
The ability to adapt the software to the company’s specific needs by modifying functions, content, commercial logic, or interfaces.
Custom Report
A document or data view built on specific needs, useful for analyzing orders, customers, business activities, or sales trends.
Tablet
One of the most commonly used devices by mobile sales agents to browse catalogs, show products to customers, and enter orders during visits.
User-friendly
Means easy to use, intuitive, and designed to facilitate the user’s daily work without unnecessary complications.
Web Version
The mode of using the system through a browser, useful both for sales agents and, in some cases, for customers who order directly online.
uPP Ordini
