The Sales documents sent via the Repsly Mobile app are stored in the Repsly Web portal. This provides Managers with the ability to view the history of all Sales documents that have been completed. This also allows the admin users and reps to work together to create efficient order management
Finding Sales Documents Sent to Repsly
In order to view the purchase order sent to the back office follow the steps below:
1. Use the Activity Filter drop-down menu to choose Sales Documents and choose the type you want to export. In this example, we will choose Orders.
Click on the Export button to download Orders.
2. You can export the data to Excel or .csv files via the Export button.
Utilizing these purchase orders allows Managers to track products and will help your reps use the monitoring features in Repsly to monitor prices, out-of-stock, product availability, and much more.