How to Set Up “Auto Match & Reconcile” Criteria for Each Manufacturer
If you have invoices in “Commissionable Transactions,” you can set up criteria to auto match & reconcile those transactions when you...
How to Un-match & Un-reconcile a Transaction and Re-match & Re-reconcile the Transaction
If you need to make a change to a transaction that has already been “Matched & Reconciled,” it can be done by hand.
How to “Match & Reconcile” a Single Transaction Manually
Sometimes you may need to mark one transaction “Paid.” In this video we will show you how to manually complete this process.
Alias the orange names – set relationship of customer and secondary customer
What do I do when the names turn orange?
Go to Home > Dashboard > Entry Process > Aliasing on the left side menu to find the screen a...
Maps for Importing Sales and/or Commissions into RF
People often ask for a template to use when they are getting ready to import numbers into Repfabric. One of the great things about importing into RF,...
Customer Specific Pricing for Quotes and Orders Step-by-Step
Background
Customer-specific pricing is needed when a customer requests quotes or purchases products from your lines. Repfabric has the ability...
How do Commission Exception Splits work?
Commission exception splits may not be what you think they are. Commission exception splits are for the exceptions used when you want a different p...
Quote and Job Tracking Processes with IS Quote Integration (video)
This training is intended for owners, administrators and quote preparers in your company.
Let’s talk about best practices for when you h...
Date Format Error: Explained!
Date Format Error Prevention: It is important to know if the date in your spreadsheet is formatted as an Excel date or is formatted as text.&nb...