As a Sales Rep, there will be times when you need to email a copy of an order to a client without submitting the order. This can be done by using the Email Copy function.
- Access your Manufacturer’s landing page
- Tap Recent from the menu at the bottom of the page
- From Unsubmitted Orders, select the order you wish to send via email
- Tap the Gear icon on the upper right of the Order Summary page
- Choose Email Copy
- You can add to or edit the recipients in the “To” field of the message
- Tap Send in the upper right to email the message to your intended recipient
Note: customers can view the order as a PDF and export the order into an excel file from this order copy email in the bottom left:
** You must have the Apple email app that comes pre-installed on the iPad/iPhone named Mail, configured to Send/Receive mail preferably with the email address used for RepZio**