This guide will allow manager's / back office users to delve even further into the feature's and capabilities that Repsly has to offer.
From the Repsly managers console, you are able to import schedules from Excel sheets or copy and paste your schedule directly into your system.
Scheduling is a very powerful tool offered by Repsly. Here are several articles on how to best utilize this feature.
Using the status of the place allows managers to define the process of the sale. By setting up specific steps in the sales process you and the team can actively keep track of where the place is with regards to making the sale. This also helps when analyzing places as you can filter by status within the places tab in order to see where places are in the sales pipeline.
*Depending on the plan you have purchased these next articles may or may not help you. Different plans have different capabilities depending on what was selected upon the purchase of your subscription.
Repsly provides Managers with the ability to report on their data. Inside Repsly's reporting function, Managers can view detailed information and trends on their data.
Using products in Repsly allows your reps to fill out purchase orders easier and faster, and reduces the amount of errors in work. Your reps will be able to use the product monitoring features in Repsly to monitor prices, out of stock, product availability and much more
Pro-tip: To setup price-lists, reach out to your Repsly contact
Retail Audits allow you to collect and answer questions about your products in the store. For information on how to set up a retail audit check out these articles.
Orders are the easiest way for your field team to complete to orders in the field. Orders can be customized to include your products.