Our badge scanning feature allows your sales reps to write orders or quotes faster than ever. Follow these steps to ensure your team is set up for badge scanning success.
✅ Required Setup
Ensure sales reps are in Showroom Mode
Confirm they have the latest version of the RepZio app installed
🛠 Optional (for “Notify Rep” Feature)
Add a 10-digit phone number 📞 to the Sales Rep Phone Number and/or Cell Phone Number fields in WebManager > Sales Reps > View / Edit Sales Reps
To ensure SMS delivery, encourage reps to save 561-250-0584 to their contacts in case of any text message blocking
🌍 Using Territory Management?
If you’re using Territory Management, any badges scanned will be automatically associated with the correct sales rep for that territory.
→ Follow our 🛠️ Setting Up Territory Management guide to use Territory Management.
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q. When will badge scanning be available?
A. Badge scanning will be enabled approximately 3 days before the start of the Atlanta and Las Vegas Markets. It will also be available 3 days before High Point Market for brands that opt in. The feature will be disabled approximately 3 days after each market concludes.
Q. What devices support badge scanning?
A. Badge scanning is supported on iOS devices with a functioning camera and the latest RepZio app installed.
Q. Do reps need an internet connection to use badge scanning?
A. Yes, an active internet connection (Wi-Fi or cellular) is required for badge scanning to function properly.
Q. How will reps know when a badge scan is successful?
A. Once a badge is scanned successfully, reps will see a confirmation message and be directed to the customer’s profile or order page.
Q. What if the badge won’t scan?
A. Double-check that the badge is in good condition, the device camera is clean, and lighting is sufficient. If issues persist, reps can enter the badge number manually.
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