Prophet 21 Order Entry, Sales Tools & Customer Shopping Lists
Make repeat orders easier. Give your sales team more time for customers.
Does your team rebuild familiar orders line by line? Search through purchase history to find the right items? Switch between spreadsheets, contracts, and P21 to check pricing?
Those extra steps slow down service and create opportunities for missed items, incorrect quantities, and pricing mistakes.
MindHARBOR builds custom order-entry tools and sales applications connected to Prophet 21, helping employees work from the customer information and purchasing patterns they already know.
Less searching. Less re-entry. Better control of the order.
Customer shopping lists & repeat ordering
Give sales representatives and customer service employees a practical starting point for recurring purchases.
Custom tools can support:
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Customer-specific shopping and contract lists.
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Item selection from previous purchases.
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Searches for frequently ordered products.
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Adding, removing, and updating approved list items.
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Entering quantities and reviewing an order before submission.
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Customer item references where required.
The workflow is built around how your customers order and how your team serves them.
Pricing & margin controls
Make important pricing information available while the order is being prepared.
Projects can include gross margin calculations, customer contract information, approved margin thresholds, and permissions for changing prices or additional charges.
We define the rules with your team so employees know which changes they can make and which require review.
Useful customer information in one place
A sales tool can bring relevant information together without asking employees to assemble it manually.
Examples include:
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Customer sales history and buying trends.
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Open orders and quotes.
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Frequently purchased items.
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Products that have not been reordered within an agreed period.
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Sales totals for selected dates.
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Account or credit information available to authorized users.
Help employees prepare for a customer conversation and spot questions worth asking.
Connect completed orders with P21
Once an employee reviews an order, the application can prepare it for processing through the interfaces available in your environment.
That may involve supported imports, APIs, or another agreed integration method.
We assess item identification, customer records, quantities, pricing, validation, and exception handling so the handoff fits your P21 process.
Explore P21 Integrations & Custom APIs
Access built around each role
Sales representatives, customer service employees, and administrators may need different information and controls.
Custom applications can include role-based access, customer assignments, list-management permissions, and approval rules.
Authentication is selected to fit your environment and security requirements.
Receiving orders by email or document?
Shopping lists help with repeat ordering. Incoming customer documents can present a different challenge.
We can also assess AI-assisted order processing to extract order details, match business records, and flag uncertain information for employee review.
Explore AI Order Processing for Prophet 21
Built around your sales process
You may need a focused tool for one customer program or a broader portal supporting several sales workflows.
We draw on existing development experience and reusable tools, then adapt the application to your requirements.
Custom Solutions. Not Products. Built around your business.
Where does order entry take more effort than it should?
Tell us how orders arrive, what employees repeatedly look up or re-enter, and where errors or delays cost your team time or money.
We’d be happy to connect you with our development team for a free introductory discussion about improving the process.
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