How to set up “Tier” pricing step-by-step
If you have a list of specific pricing that will be used by specific customers, you will want to use “Tier” pricing. In this spreadsheet...
What’s New in Repfabric
January 6,2023
Preparing for a Line Review using Repfabric
Using Repfabric for your Line Review will help you zoom in on exactly what your man...
Videos -How to Create a PO in Purchase Order Module
You can create a purchase order in the following places:
In your instance of Repfabric onlinefrom an Opportunityby handOn the Mobile AppIn Repfabr...
How to give a user access to commission reports for other users
Putting a user on a sales team gives them access to all the companies (contacts, opps, AJs, etc.) that are assigned to that sales team. It does NOT...
Mobile – How to get directions from a contact
In the Repfabric mobile app you can get directions with a few specific button pushes. Make sure to use it a couple times of week as practice. If yo...
Opportunity Line Items relationship to “Value” and “Est annual Qty”
On the “Basic” tab in an Opportunity (called the ‘header’) are the fields for “Value” and “Est annual Qty.&...
Set up Sales Team and Split Amounts
When you set up a Sales Team there are several things to consider. Anyone who is not an “Owner” will NEED to be on a Sales Team if they...
Important Notes About Inactive Companies
When you make a company “Inactive” there are a few things you should know:
You will no longer be able to see that company in the ̶...
What does “Run Rate” mean in a report”
“Run Rate” is shown in a couple reports in Repfabric.
If I sell 10 widgets a month for the first 3 months (120 days) of this year, we...
Company Types – how they work
When you first start using your Repfabric instance, it will have four “Company Types” by default. You will find them in “Settings&...