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REP / Getting started

Check branch, warehouse and vehicle

Check your stock source and use permitted branch or warehouse switches in Settings.

Getting startedReviewed

Check your working location before adding customers, taking orders or recording collections.

Review or change your workspace

  1. Open Account → Settings from Home.
  2. Read Active workspace, including branch and warehouse.
  3. Select the branch or warehouse control when it is enabled.
  4. Choose an available assigned location and wait for the change to finish.
  5. Recheck customer lists and stock before continuing.

Switching requires the relevant permission and another available location. Account displays your context, but REP workspace switching is offered in Settings.

Screenshot coming soon
Check branch, warehouse and vehicle

Vehicle assignments

Home and Vehicle Stock show the active vehicle. Normal REP orders require an active vehicle assignment to load selling stock. Ask your administrator to correct a missing or wrong assignment; do not expect a vehicle self-assignment control in Account.

If resuming a draft after changing the stock source, review quantities and prices again. Stock in another warehouse or van is not automatically available for this order.