Summary #

Use Commitments and Interests to capture customer interest in products when they're not ready to place an order. This is especially useful at trade shows or sales meetings where customers express interest but aren't ordering on the spot.

Sales reps can easily follow up later by emailing the list to customers, creating PDF presentations, or converting commitments into actual orders.

Key Concepts #

• Commitment: A customer's firm commitment to purchase a specific quantity of a product
• Interest: A customer's general interest in a product without a firm commitment to purchase
• Market Code: A identifier that links products to a specific market or event (like "Spring2024" or "TradeShow2024")

Before You Begin #

• Feature must be enabled for your organization (contact SuperCat support)
• Products need a market code assigned to appear for selection
• Your organization needs a matching market code set in Admin Console

Sales Rep Setup (iPad) #

Entering Commitments/Interests

1. Select your customer from the left panel
2. Tap Actions (box with arrow icon)
3. Tap Add to Commitments
4. Browse collections, use filters, or search for products
5. For each product:
   • Tap Commitments to enter a firm quantity
   • OR tap Interests to enter an interest quantity
   • Use the number pad to enter the amount
   • Tap anywhere to dismiss the keypad
6. Tap Done when finished

To review or edit: Tap the customer button → Commitments/Interests

To share: From the Commitments view, tap Actions to email, create a PDF, or add items to an order.

Admin Setup (Admin Console) #

1. Request Feature Activation

Contact support@supercatsolutions.com to enable this feature for your organization.

2. Set Your Market Code

1. Go to Admin Console > Company Settings
2. Find the Market Commitments section
3. Enter a market code (e.g., "Spring2024")
   1. This code determines which products are eligible for commitments and interests
   2. Only products with matching market codes will appear in reports
4. Click Save

3. Tag Your Products

Add the same market code to products you want available for commitments. Do this via product import (add a 'MarketCode' column) or by editing products individually.

Best Practices #

1. Plan Your Market Codes

• Use descriptive market codes (e.g., "Spring2024", "TradeShow2024")
• Keep them consistent across your organization
• Document what each market code represents

2. Train Your Team

• Make sure all users understand the difference between commitments and interests
• Provide clear guidelines on when to use each
• Ensure consistent data entry practices

3. Regular Data Review

• Export and review data regularly
• Look for patterns in customer interest
• Use the data for production planning

4. Customer Communication

• Follow up on commitments promptly
• Use interest data for future marketing
• Keep customers informed about product availability

Exporting Data #

Export commitment and interest data as CSV files from the Admin Console, or set up scheduled exports to your FTP folder. Contact support to configure scheduled exports.

Troubleshooting #

Products don't appear in the iPad app?

Check that products have the same market code as your organization's setting.

Exports are empty?

Verify both your organization AND your products have market codes set.

Can't find the Market Commitments section?

The feature needs to be enabled for your organization. Contact support.

How do I remove a commitment?

Set the quantity to zero. Zero quantities are excluded from reports.

Need More Help? #

If you continue to experience issues, our support team is here to help.

Contact Support with:

• The specific issue you're experiencing
• Screenshots (if possible)