REP / Getting started
Start using the REP app
Learn what REP users can do and prepare your company access, account, routes and vehicle before a day in the field.
The REP app helps sales representatives work with customers away from the shop: follow assigned routes, take orders, record collections and review vehicle stock.
Before you begin
Ask your administrator for your Company Code, your own sign-in credentials, assigned branch and warehouse, routes and—when using van stock—an active vehicle assignment. Keep an internet connection available for loading records and saving transactions.
Your first working day
- Connect the company and sign in.
- Check the account and stock source shown in the app.
- Review vehicle stock before selling from the van.
- Start today’s route run, or open a customer directly.
- Record orders and collections, then review the day’s summary.
Which tools are available?
Tools depend on enabled business modules, account permissions and assignments. Missing vehicle tools can mean Fleet or Field Sales is not enabled; missing customer or order tools can mean insufficient access. Ask your administrator to check the assignment rather than borrowing another person’s account.
This guidebook covers REP work. Administration tools for managing staff, creating products and receiving purchases belong to other roles.