Unique business needs may require sales representatives to select specific Order Types when submitting orders. The Order Type feature allows manufacturers to define custom order categories, helping reps organise orders according to specific workflows or vendor preferences.
This is especially useful for tracking special order scenarios such as quotes, inventory checks, or vendor-specific submissions.
🔍 Where to Find “Order Types” in WebManager
To view or update order types:
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Log into WebManager
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Navigate to Settings
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Select Global Settings
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Click on Text Inputs
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Locate the Order Types field at the top of the page
✏️ Customising the “Order Type” Field
The default system Order Types are:
To add a custom Order Type (e.g., GYM101), simply append it to the list, using a comma with no spaces, like this:
✅ Be sure to save your changes and push data live for them to take effect.
💡 Why Customise Order Types?
While the default Order Types may be sufficient, customisation allows for added flexibility. There is no requirement to add custom Order Types unless you have a specific use case.
📱 Viewing Order Types in the RepZio iPad App
To select an Order Type in the app:
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Open the RepZio app on iPad
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Create a new order or open an existing order
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Below the customer and manufacturer information, you’ll see the Order Type dropdown
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Tap to select from the list of available Order Types
If new Order Types do not appear, ensure the rep logs out and back in to sync the latest updates from WebManager.
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q: Is there a limit to how many Order Types I can create?
A: There is no hard limit, but we recommend keeping the list manageable to avoid clutter in the dropdown and to ensure reps can quickly find the correct option.
Q: Can Order Types be restricted by user, rep, or customer?
A: No, Order Types are global and visible to all reps once added. There is currently no functionality to restrict them based on role, region, or customer.