A bookmark helps tag key items you want to easily return to later and is client-specific. Bookmarking items also allows you to email specific products to a client in a tear sheet.
How to Add a Bookmark
Follow the steps below to bookmark items within the RepZio app.
Step 1
Select your manufacturer, then tap Clients
Step 2
Scroll to the client for whom you want to bookmark an item
Step 3
Select the desired category and/or use the search function to find the item(s) to be bookmarked.
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š¹ Note: On iPhone devices, select Products, then choose a category and/or search for the item(s) to be bookmarked.
Step 4
Tap the bookmark icon (hollow)Ā Ā to save the item
- Once an item has been successfully bookmarked, the bookmark icon will become solidĀ
Step 5
Return to theĀ Clients page, then scroll down to theĀ Orders section to review the bookmarked items for this client.
At this stage, you may also want to create aĀ tear sheet to send items to a customer for review.Ā
Learn more here ā How To: Send a Tear Sheet
Bookmarking All Items on an Order
You can bookmark all items on an order when in an open cart.
Step 1
On the open cart, tap the gear symbolĀ Ā and scroll to the bottom of the list
Step 2
Tap Bookmark All Order Items
FREQUENTLY ASKED QUESTIONS (FAQS)
Q: Can I bookmark all items after an order has been submitted?
A: No, the Bookmark All Order Items option must be used before submitting the order. Once an order is submitted, items can no longer be bookmarked in bulk.