Employee Mobile App

When using the Kodaris Operations Portal for your business, you have the option to leverage a native mobile app that provides a similar, on-the-go experience for your employees at no extra cost.

The Employee Mobile App offers comparable functionality to the desktop version of the Operations Portal, but it enables your team to access the features they might need while they’re away from their computer.

The app can be a mobile resource for your team and allow them the opportunity to access their work anywhere, at any time. It also syncs in real-time with your Operations Portal, which is integrated with your ERP, so you’ll never have to worry about missing a beat.

For example, if your employees are at a customer visit, in the warehouse, or on-site at a project, they have the ability to do things like view and manage customer accounts, view a customer’s order history, search pricing, manage CRM activities and leads, and more, all from a phone or tablet. And with weekly platform releases, you’ll automatically receive the updates and new capabilities that are frequently added to the Kodaris Platform and mobile apps.

App Features

• Companies
  • View a comprehensive list of your customers, manage customer accounts, and gather customer account information like date of last sale, order history, lead contact on the account, customer shipping information, and more.
• Inventory
  • Search your company’s entire inventory and pull product information such as the warehouse(s) where the product is located and how many items are back ordered, committed to already, and on order.
• Pricing
  • Access customer-specific, real-time product pricing by searching or scanning product codes.
• Activities
  • Track, organize, and collaborate with your team on sales conversations, projects, and initiatives.
• Tickets
  • Utilize a project management system to track customer and internal tickets for ad hoc tasks, long-running projects, ongoing conversations, and more.
• Quick Order
  • Create and place orders on behalf of your customers.
• Leads
  • Add, update, and manage your company’s sales leads and prospective customers.
• My Chats
  • Manage and respond to customer comments by referring to a list of tickets that you’re assigned to or have previously commented on.

When using the Kodaris Employee Mobile App, you can choose to leverage one of the features above, a few, or all of them. No matter your choice, all features are available to you at any time. Relationships are at the heart of Kodaris, too, and if you have any questions about the apps, feel free to reach out to our Support team. We’re readily available to answer questions, walk through the app capabilities, or discuss ways we can work together to make app customizations that better serve you and the many other distributors that partner with Kodaris.