Advanced Repsly
This guide will allow managers / back-office users to delve even further into the features and capabilities that Repsly has to offer.
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Importing Schedules
From the Repsly managers' console, you can import schedules from Excel sheets or copy and paste your schedule directly into your system.
Scheduling is a potent tool offered by Repsly. Here are several articles on how to best utilize this feature.
How to Schedule a Visit for a Rep
How to Let Reps Edit Schedules
How Can I Set Visits for My Rep
Place status
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 concerning making the sale. This also helps when analyzing places, as you can filter by status within the Places tab to see where places are in the sales pipeline.
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*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.
Reporting
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.
Setting up Automated Email Report
Products
Using products in Repsly allows your reps to fill out purchase orders easier and faster and reduces the number 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 set up price lists, reach out to your Repsly contact
How Can I Set Up Multiple Price Lists Per Product
Retail audits
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.
How do I Tag / Assign a Retail Audit
Orders
Orders are the easiest way for your field team to complete orders in the field. Orders can be customized to include your products.
Where Can I Find Orders on the Repsly Web App