Using products in Repsly allows reps to fill out purchase orders easier, faster and reduces the number of errors in work.
How to create an order
From the Places tab select the place where you are completing the purchase order from the Places list.
Click the Check-In Icon to check into that place, and then select the More button, from where under your Sales documents you select the Order. You should now see a list of product groups.
Select the appropriate product group (Note: if there is only one product group you will be redirected to the full products list automatically). Using "+" and "-" buttons enter the quantity of each product in the order.
You can also search your products by typing in the keywords, use the barcode scanner to scan the product barcode or narrow down your search by applying product tags.
If you open a product you can see more product details for your order and fill them out, switch between units and packs if needed.
You can also enter and apply Tax, Discounts, Notes, a Custom order number and the due date for the order in this section if applicable.
Once you are done with the product entry, swipe back to review your cart and click the Done button (bottom right corner) to review your order.
Attach an e-signature for the order by clicking on the Add Signature button at the end of the order.
If your order is correct, click the Done button. From there you can choose to either Submit or Submit and Send By Email, by clicking on the corresponding button.
Note: For the emailing option to work, the "Allow representative to send emails from mobile app" option must be checked in individual representative profiles in the Web application.
If you think you should see this option, but don't have it, please contact your manager.
Using Repsly for order management greatly reduces common mistakes and shortens delivery time!