The rep walks in already knowing the account.

ProConnect Rep: AI-assisted ordering for field sales. Your reps order for every customer they look after, from one login, on account. Before each visit the AI briefs them on the account; in the shop they ask it questions in plain English.

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ProConnect Rep on a tablet in a convenience store: today's customers in visit order

Reps still walk in cold

A rep on a round sees a dozen customers a day. The account history sits in the office system, the basket sits on the customer’s app, and the overdue balance comes up only when the order is already written. So the visit runs on memory and a notebook, and the order gets keyed in twice.

Reps don’t know what the customer has stopped buying until the customer tells them
Accounts on stop are discovered at the till, not before the visit
Price concessions are agreed on the spot and reconciled later, if at all
Orders taken in the shop are rekeyed back at the office

What ProConnect Rep does

Briefs the rep before every visit

Spend against last period, lines the customer has stopped buying, what’s in their basket right now, what’s overdue and whether the account is on hold. Generated by the AI from order history, account status and current promotions, and read in thirty seconds in the van.

One login, every customer

Each rep has their own login, never the customer’s. Today’s customers appear in visit order; switching account takes two taps. The office sets up reps and assigns their customers.

The customer’s live basket

The rep sees and edits the same basket the retailer is filling on the app, including items added but not yet checked out. Changes show on the retailer’s app straight away.

Upselling built in

Products the customer usually buys but hasn’t added, plus current promotions, each one tap to add.

Ask the account

“What did they buy this time last year?” “Any open disputes?” The rep asks in plain English, by text or voice, and gets an answer from the account data. Anything that needs a person is handed to your team.

Price changes, within limits

List price, the customer’s band price, what they last paid and the lowest price allowed, side by side. The office sets the floor; anything below it goes for approval before the order goes, with the reason kept on the order.

On account, nothing rekeyed

Orders go straight onto the customer’s account. No payment is taken by the rep, and every rep change is labelled on the order.

ProConnect Rep: asking the account a question, with the AI visit brief

Ask the account, in the shop

The same AI that answers your customers on WhatsApp answers your reps. Standing in the aisle, the rep asks what the customer bought last Christmas, whether a credit note went through, or which lines on promotion they’ve never tried. The answer comes from the account, not from memory.

Where the question needs a person, it goes to your office the way a customer enquiry does.

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How a visit runs

ProConnect Rep: today's customers in visit order

Before the visit

The AI briefs the rep on the account: what has changed, what is overdue, what they usually buy but haven’t added.

ProConnect Rep: the AI brief and products the customer usually orders

In the shop

The rep opens the customer’s live basket, adds the suggested lines and anything new, and the customer sees it on their app.

ProConnect Rep: changing a price within the office floor

Price changes

Anything below the office floor goes for approval before the order is placed. The reason stays on the order.

ProConnect Commerce office view: rep approvals and orders landed on account

Back at the office

The order is already on the customer’s account. Nothing to rekey, every rep change labelled.

Licensed per rep seat

One licence per wholesaler with five rep seats included; additional seats are added monthly. Orders go on the customer’s account, so there is no payment step for the rep and nothing new for finance to reconcile.

Works with the rest of ProConnect

Web and app ordering: one basket and one customer record, whichever route the order takes
WhatsApp: promotions that open straight into the basket, order updates in the chat
Loyalty: points on purchases show in the account area (coming Q4 2026)
Your ERP: pricing, stock, credit and orders flowing both ways

Buying groups and suppliers

A short supplier video can be shown to reps at login: a new line, a promotion or a range change. For buying groups, that is a route for supplier-funded content reaching every member’s reps on the same morning.