Within this article, we will discuss how to enable and the difference between the Showroom verses Admin Mode settings.
How To Enable
To update these settings, go to https://manage.repzio.com/salesreps
- Click on the name of the rep you wish to set Showroom or Admin Mode.
- At the top right, click Edit Rep.
- In the bottom right column, notice the toggles for Showroom Mode and Admin Mode.
- Toggle the mode you wish to activate, then at the top right click the Save Changes button
Admin Mode
- Placing a sales rep in admin mode will allow the rep to see all customers in your company's portfolio and all submitted orders in RepZio.
- Badge Scanning will also be activated for our Atlanta Market, High Point Market and Las Vegas Market events and shows.
Showroom Mode
- Showroom mode useful in a market setting where reps may not be assisting their normally assigned customers.
- Placing reps in showroom mode will allow them to see all customers but not orders placed by other reps. The Rep will only be able to see orders they have written for a customer.
- Badge Scanning will also be activated for our Atlanta Market, High Point Market and Las Vegas Market events and shows.
- The reps stats under Reports do not represent all customers.
Note: You are unable to place a rep in both showroom and admin mode at the same time. These settings may be changed at any time within WebManager.
Frequently Asked Questions
Q: Does transferring a rep # to another rep allow reps to see customers or order history?
Ans: Transferring a rep # to another rep does not transfer past orders. A rep will be able to see the customers from another rep and only orders placed on/after the date of transfer. To allow a rep to see past orders that another rep placed, you will need to turn Admin Mode on within WebManager.
Q: Does transferring a rep # to another rep reduce my rep licenses?
Ans: No, transferring a rep # to another rep does not reduce the licenses you have set up. For example, if a rep leaves the company and you do not plan to replace the rep, you may want to consider updating your license count within WebManager > Sales Reps > Manage Licenses. Otherwise, you will continue to be billed for the rep license. The system will not allow you to reduce the license count to less than what you currently have assigned. Learn more about how to Manage Licenses here.
Q: Why can't I see my customers?
Ans: When a rep is unable to see customers assigned to them, oftentimes it is because there was less than ideal internet connection during a data sync or refresh data. Learn more about how to sync or refresh data here. It's important to make sure the rep is on a strong, stable WiFi connection prior to re-syncing or refreshing data.