Guided Order Flow for Sales Agents | TRIMIT Sales Agent

Guided Order Flow and Personal Dashboard for B2B Sales Agents

A sales agent starting a new customer order from a personalized dashboard in TRIMIT Sales Agent.

Part of the TRIMIT E-commerce Series

Built for companies using Microsoft Dynamics 365 Business Central with sales agents who manage many customers and place orders on their behalf every day.

These capabilities in TRIMIT Sales Agent make daily order work faster, from starting an order to keeping customer data up to date.

A guided order flow takes the sales agent from customer to order type, delivery address, and shipment date in a few clear steps, with frequently used customers ready before they are needed.

A personal dashboard shows customers, baskets, overdue entries, and messages in tiles the sales agent can arrange and resize to fit how they work.

The active order type is always visible, and the customer list can be refreshed from Business Central on demand, so sales agents always work in the right context with up-to-date customer data.

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How It Works

Guided order start
A clear step indicator guides the sales agent through customer, order type, delivery address, and shipment date, and shows which steps are done and which still need attention.
Faster customer selection
Frequently used customers are shown as favorites and loaded in the background, so switching between customers is quick, even with a large customer portfolio.
Start orders without leaving the page
The order flow opens in a slide-in panel, so sales agents can go from browsing, searching, or customer work into a new order without losing context.
Personal, resizable dashboard
Arrange and resize tiles for customers, baskets, overdue entries, messages, and links. The layout is remembered across sessions and can be reset to default in one click.
Order type always visible
The selected order type, such as a seasonal pre-order or an aftersales order, is shown in the header, so products are added to the right order.
Customer list refresh from Business Central
Reload the customer list from Business Central with one click when customers are created or updated, instead of waiting for the next scheduled sync.

One Ordering Flow for Sales Agents and Customers

In TRIMIT E-commerce, sales agents and B2B customers start orders the same way.

The order flow in TRIMIT Sales Agent follows the same steps and navigation as in the B2B webshop. When a sales agent helps a customer, or a customer starts ordering on their own, both work in a familiar flow.

That means less training, faster adoption, and fewer questions when customers move between ordering through their sales agent and ordering themselves.

TRIMIT Sales Agent is a good fit when you need to:

Support sales agents who manage many customer accounts
Start orders quickly during customer visits, showroom meetings, or trade fairs
Reduce incomplete orders and orders placed with the wrong order type
Give each sales agent an overview that fits their way of working
Keep customer data in the portal aligned with Business Central

Good to know:

Each user arranges their own dashboard, so sales agents, customer service, and administrators can each have a layout that fits their role
The order type display is available in both TRIMIT Sales Agent and the B2B webshop

Why It Matters

A sales agent's day is spent switching between customers, orders, and follow-ups. Every extra click, every wait while a customer list loads, and every order started with the wrong setup costs time in front of the customer.
Mistakes are costly too. A furniture sales agent who adds products to a regular order instead of an aftersales order creates extra work for customer service. A fashion sales agent who places a reorder in the wrong season has to start over.
When customer data in the portal is out of date, new customers cannot be served until the next sync, and sales agents end up calling the office for help.
TRIMIT Sales Agent closes those gaps with a faster, guided order flow, a dashboard that fits each sales agent, a clear view of the active order type, and customer data that can be refreshed from Business Central when needed.

See It in Action

A sales agent opens the dashboard and sees today's overdue entries and open baskets. A new retailer was created in Business Central this morning, so the sales agent refreshes the customer list, starts a new order from the slide-in panel, selects order type and shipment date, and starts adding products, with the order type visible in the header the whole time.
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How does TRIMIT Sales Agent make order entry faster?

TRIMIT Sales Agent combines a guided order flow, preloaded favorite customers, a personal dashboard, a visible order type, and on-demand customer refresh from Microsoft Dynamics 365 Business Central, so sales agents spend less time on setup and more time with customers.

How do sales agents start a new order?

Sales agents start orders in a slide-in panel with a step indicator for customer, order type, delivery address, and shipment date. Frequently used customers are shown as favorites for faster selection.

Can sales agents customize their dashboard?

Yes. Sales agents can arrange and resize dashboard tiles for customers, baskets, overdue entries, messages, and links. The layout is remembered across sessions and can be reset to default with one click.

How do sales agents get new customers from Business Central?

The customer list in TRIMIT Sales Agent has a refresh button that reloads customer data from Business Central on demand, so new and updated customers are available right away.

How do sales agents avoid ordering with the wrong order type?

The selected order type is shown in the header of both TRIMIT Sales Agent and the B2B webshop while browsing and ordering, so it is easy to verify that products are added to the right order.

Do sales agents and B2B customers use the same order flow?

Yes. The order start follows the same steps and navigation in TRIMIT Sales Agent and the B2B webshop, which reduces training and makes the experience predictable for both.

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