User Entry Report Enhancements-Looking for a user report? Look no further. Please watch the tutorial below!
Check out this video: https://share.vidyard.com/watch/Mn2Wo1eY7sC8sj1pi3ifM9?
User Entry Report Enhancements
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General
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FAQ
- How Do I Start an Order?
- How do I add a create a new user?
- I forgot my password.
- How do I update my billing or shipping information?
- What is the difference between draft, submitted and valid status in My Orders?
- How do I show future availability on a line sheet.
- How to Request Access
- Virtual Showroom Walkthrough
- Split Orders Feature Update
- Key Icons of RepSpark - Definitions
- Tips and Tricks
- Trouble Shooting
- Filters and Sorting Products
- Images and Videos
- Export ATS to Excel
- Adding Items to Shared Catalogs/Assortments
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FAQ
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Community
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Setting Up
- Setting Up Your Profile To Attract Buyers
- Receiving and Managing Access Requests
- Quick Tip- How To Set Up Your Community Profile
- Bypassing MyBrands page for SalesReps and Managers
- New users see Brands in their vertical when they sign up
- Opting out of the Community
- Default login based on user role when accessing community page
- Default login based on user role when accessing community page
- For Buyers
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Setting Up
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Admin
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Admin Panel
- How to show/hide Brands for Users to view in Community
- Configure Site - Customer Service Que
- Client Support triage and Multiple 3rd party Chat Integrations
- Customize automatic emails sent from the RepSpark Platform
- Configure Site - Adding Representative Email and Corporate Address
- Cart Abandonment Emails
- Admin Panel - Data Maintenance
- Minimum dollar amount required for an Order
- Minimum dollar amount required for an Order
- Admin Panel - Insignia Setup
- Show/Hide Retail Price on Review Page as an option by role
- Insignia Setup: Ability to toggle on/off Color options & Finish Type options
- Approving a New User
- Wish List Maintenance Webinar
- Managing Users
- Managing Documents
- Marketing Admin
- Marketing Tab
- Data Maintenance Tab
- Verifying Users
- App Set Up
- Managing and Inviting Your Users
- RepSpark Tool Tips
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Admin Panel
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Reporting
- Reports Training Tutorial
- Availability Report
- Order Summary Report
- Order Detail Status
- Top Accounts
- Customer List Report
- Multi Currency Display - Order Status/Invoice
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Getting Started
- New User Demo
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Order Entry
- How to Enter an Order
- Discounting Products with Different Discounts
- How to Start An Order Tutorial
- Split Orders - Creating new order for items not in stock
- Sizing Summary Table in the Cart and Review Page
- Order Review Excel Export for Multi-Dim Clients
- Split Order - Beginning a separate Draft Order with unavailable items
- Pulling an Availability Report/ATS Report
- Customer List Report
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Assortments
- Wish List Tutorial
- How to Create an Assortment
- Creating a Line Sheet
- Wish List Cover Images
- New Wish List Features
- FAQ's
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B2B Users
- Getting Started
- FAQ
- Order Status
- Tracking Information
- API
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New Features
- Multi Order Validation
- Using the Zoom
- Branded Landing Page
- Thank You Modal
- Manage Users New Features for Admins
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CCH- Customer Communication Hub- CRM for OUR Industry
- CCH- Customer Communication Hub
- Excel Import Export Order Form
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Events
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Setting Up Your Event
- This is How You Set Up an Event (Admin Only)
- Image Placement Overview
- Event & Insignia upcharge: Adding logos to the product level for an event order.
- Events : Added columns to show RSK# and Event Order# (For Admin)
- Tournament Events: Add inventory to validate against(hold) for Event
- Events: Export Submitted Orders
- Events: Enable Bulk orders or Separate orders for Events
- Events: Show Event Orders Only
- Events: Creating an event based on POINTS
- Events: Export ALL Submitted Orders PDFs from Event (SOW)
- Event Hold Inventory Improvements
- Events: Add checkbox for Email Opt-In
- Events: Enabling Live Inventory for an Event
- Events: Show Multi-Dimensions for Products that apply
- Examples of Buying from Different Event Set Ups
- Exporting Orders During and Post Event
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Setting Up Your Event
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Marketing
- Changing the Background Image
- Marketing
- Adding Videos Per Product
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Digital Catalog
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Digital Catalog Editor-Creating Your Digital Catalog
- Setting Up Your Digital Catalog
- Building Your Digital Catalog
- Tutorial on How to Create a Quick Automated Catalog
- Creating a Quick Automated Digital Catalog
- FAQ- What is the ideal image size for marketing, feature and cover pages in the catalog?
- Use Alternate images in Digital Catalog
- Catalog Enhancements
- Update Product Details in Digital Catalog
- Creating a Global Link to Share the Catalog Outside the User Base
- Step By Step Guide to Starting to Build a Catalog
- Building Table of Contents and Creating Tabs in Your Digital Catalog
- Product Video viewed in a Catalog
- Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
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Ordering From the Digital Catalog
- Adding to Cart- Direct Ordering from the Digital Catalog
- Ordering from Assortment and Digital Catalog
- Sharing Digital Catalog to customers & how customers can place order.
- Placing orders using MY BAG feature (you also can reset orders)
- Catalog Multidate Ordering: Adding units and pricing to multidate board
- Multi-Date Boards : Product Pop up Feature
- Multi-Date Boards: Create a Planogram with Canvas
- Setting Permissions
- Adding a Canvas Page
- New Assortments Tab
- Creating an Assortment with Embroidery
- Favorites List Workflow
- Catalog- Single Page Mode for Smaller Form Factors
- Creating Order From Favorites- Using the Multi Delivery Board
- Multidate Orders using the Digital Catalog Enhancement
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Digital Catalog Editor-Creating Your Digital Catalog
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Virtual Showroom
- Video Demo of Virtual Showroom
- Linking a Showroom or Technical Video to a Feature Page
- FTP
- Software Updates
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RepSpark GO APP
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Update RepSpark Go App
- How to Update the RepSpark Go APP on your device?
- Download mobile app for free to Optimize experience
- Switching to DeskTop View from Mobile
- Ordering with Terms or Credit Card(Stripe)
- OS Support Update after integrating Stripe payments
- Remember Me when logging into RepSpark Go
- Share Assortments through email while using the APP
- Capability to share assortments and catalogs directly from the App
- Mobile App - Labels shown for Emblems and Placements
- View and Order from Digital Catalogs
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Update RepSpark Go App