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For Sales Reps & Agents
Tools and tips for sales representatives to manage their accounts and assist clients effectively.
User Settings
- Sales order flow update: Create & edit a Buy Plans, Quickfill or view a release
- Edit the name of a Buy Plan or a Count & Fill Plan
- Retailer Grouping & Template Assignment
- Email a Buy Plan Template or Buy Plan to my retailer
- How to copy an order?
- Email a PDF to your retailer
- Export a Buy Plan to Excel
- View a QuickFill Buy Plan
- Delete a QuickFill Buy Plan
- Delete buyplans
- Quickview of products
- Why is the Retailer’s name not appearing when I try to assign my Buy Plan Template (BPT)?
- Collaborate with your customers