RepTime Helpdesk

Account & Company Management 5

• Creating an Account
• Initial Login Setup
• Dashboard Navigation
• Managing Company Information
• Viewing Billing & Payment information

Browsing Information 3

• Browsing Items
• Browsing Manufacturer Documents
• Browsing/Managing Manufacturer Promotions

Item Management 6

• Importing Items
• Importing Size, Color, or Style options for Products
• Importing Images
• Editing Existing Items
• Manually Adding a New Item

See all 6 articles

Order Management 3

• Browsing Orders
• Creating a Line Item Order
• Managing Unassigned Orders

Customer Management 3

• Adding a New Customer
• Browsing Customers
• Editing a Customer

Manufacturer Management 3

• Browsing Manufacturers
• Editing Manufacturers
• Adding a new Manufacturer

Salesperson Management 3

• Browsing Salespeople
• Editing Salespeople
• Adding a new Salesperson

Miscellaneous Maintenance 3

• Managing Territories
• Managing Showrooms
• Managing Trade Shows

Miscellaneous Settings 2

• Managing Order Defaults
• Managing B2B Website

Account Management 3

• Creating an Account Manually
• Accepting an Invite to use RepTime Portal
• Updating Salesman Info/Change Password

Browsing Information 4

• Browsing Items
• Browsing Manufacturer Documents
• Browsing Manufacturer Promotions
• Navigating the Dashboard

Manufacturer Management 1

• Browsing Manufacturers

Customer Management 3

• Adding a New Customer
• Browsing Customers
• Editing a Customer

Order Management 3

• Browsing Orders
• Creating a Line Item Order
• Transmitting Multiple Orders to Customers/Manufacturers

Account & Company Management 5

• Creating an Account
• Initial Login Setup
• Updating Company Information
• Approving a Rep Group Affiliate Request
• Managing your Account

Dashboard Navigation 2

• Upgrading your Subscription
• Linking to other Rep Groups

Item Management 6

• Importing Items
• Importing Size, Color or Style options for your Products
• Importing Images
• Editing Existing Items
• Adding a New Item

See all 6 articles

Order Management 5

• Browsing Orders
• Downloading your Orders
• Updating the Status of your Orders
• Adding and managing Notes for Orders
• Contacting the Salesperson on an Order

Miscellaneous Features 5

• Managing Promotions/Special Offers
• Uploading Documents
• Changing Order Format (CSV, XLS, etc.)
• Managing Linked Rep Groups
• Managing Customer Account Numbers

Order Entry 3

• How to change the order of items in Order Entry
• How to duplicate an Order
• How to save an order as an Excel file

General How-To's 7

• How to print UPC Numbers on Order Copies
• How to Print Barcodes
• How to switch Companies/Databases
• How to create Chains and Duplicate Orders for Chain Members
• How to create an Email Blast

See all 7 articles

Main Office/Admin Maintenance 7

• How to create and Merge Manufacturers
• How to create/Manage Special Offers
• How to import Price Codes
• How to import Price Structures
• How to perform Automated Catalog Importing

See all 7 articles

Settings/Preferences 3

• How to disable UAC (Enable RepTime to work with Outlook)
• How to enable Apply Price Codes Button in Order Entry
• How to enable Auto-Choose Minimum Qty

Main Office & Remote Users 1

• Link to Main Office & Remote Users Video Playlist

Associate Users 1

• Link to Associate User Video Playlist

RepTime Handheld 1

• Link to RepTime Handheld Video Playlist

Main Office & Remote Users 1

• Link to the Main Office & Remote User Manual

Associate Users 1

• Link to the Associate User Manual

RepTime Handheld 1

• Link to the RepTime Handheld User Manual

Install and Setup of the RepTime App 2

• Installing the RepTime App
• Setting up the RepTime App

Data Management 2

• How to Perform a PULL
• How to Delete Data

App Navigation 3

• Logging into the RepTime App
• Settings and Defaults
• Switching Companies

Order Management 2

• Browsing Recent Orders
• Download Orders

Logging In and Syncing Data 0

Misc. Features/Settings 0

Customers 0