A company needs to be able to view orders for a variety of strategic and operational reasons — from improving customer satisfaction and managing inventory 📦 to increasing sales 💰 and optimising the supply chain 🚚. This visibility allows your business to make data-driven decisions that enhance performance and profitability.
Within WebManager, admins can:
View orders by date range, customers, markets, or order status
Export orders into useful formats
Create new orders for customers
Monitor real-time (unsubmitted) orders
👀 Viewing Orders
When you navigate to WebManager → Orders, you’ll see filters for:
Date range
Customer
Market
Order status
⚠️ Important: After setting your filters, the data shown will list a preview only. To generate a full export of these results, use the Export Orders function.
Each row contains important data like:
Order ID
Channel
PO #
Date
And other key details
👉 Clicking an Order ID opens a detailed view, where you can also edit the order if needed.
🛳️ Exporting Orders
Need to export orders for accounting, reporting, or record-keeping? Here’s how:
Login to WebManager and go to: Orders → Export Orders
Use the dropdown menus under Export Current Data:
I want → Non-Exported Orders or All Orders
Type → Quotes, Voided Orders, or All Orders
Market → Select one or all markets
Format → Choose QuickBooks, Sage, etc.
Click Preview My Data (green icon)
Once satisfied, click Export Selected Data to download
⚠️ Note: At this time only 100 orders can be exported at a time. If you have more than 100 orders to be exported, you will need to export them in batches.
🧾 Creating Orders
To create a new order:
Go to Orders → Create Order
Type the Customer Name and select from the auto-suggestions
Fill out:
Bill To
Ship To
Invoice Details
Click the blue Next button
Add products using +Add To Order
In the pop-up, enter the ItemID (partial entries work)
Adjust quantity and add notes
Click +Add Items
Edits can be made anytime by clicking the ✏️ pencil icon for billing/shipping.
⏳ Real-Time (Unsubmitted) Orders
Real-time orders = carts in progress 🛍️. These are created when reps or customers add items but don’t check out.
Access via WebManager → Orders → Real-Time Orders
Use them as a starting point, not a guaranteed record
Reps abandon ~70% of carts, but you can recapture up to 40% with follow-up emails
💡 Pro Tip: Use the Email Rep button to nudge reps. Add an engaging subject line and compelling message to encourage submission.
Admins can also:
✅ Submit the order on behalf of the rep (via Place Order)
❌ Delete the order (cannot be recovered)
🔹 Note: At this time, real-time orders cannot be deleted in bulk. We recommend that admins delete old real-time orders ever so often to help keep this manageable.
💬 FREQUENTLY ASKED QUESTIONS (FAQS)
Q. As an admin, can I edit an order?
A. There are two types of orders: submitted and unsubmitted, we have broken the options down below if an order needs to be edited:
Unsubmitted: Unsubmitted orders cannot be edited by an admin within WebManager. Only the sales rep can edit an unsubmitted order prior to it being submitted and/or deleted.
Submitted: Submitted orders can be edited in WebManager → View Orders → Select Order Number.
Q. What happens if an order is deleted?
A. There are two types of orders: submitted and unsubmitted, we have broken the options down below if an order of either type is deleted:
Unsubmitted: Deleted unsubmitted orders cannot be recovered. Always double-check before deleting.
Submitted: If a submitted order has been deleted by an admin, it might be able to be recovered by our team. Please email our Support Team with as much detail about the order as possible (e.g., order number, order amount, customer, etc.).
Q. Will unsubmitted orders transfer to a rep’s new device?A. No, they stay only on the device where they
were created and sync with WebManager for an admin.
Q. I reinstalled the RepZio app. Where are my unsubmitted orders?
A. Unsubmitted orders do not transfer from device to device—they remain only on the device they were created (and sync with WebManager).
Q. Can I customise the abandoned cart email?
A. Abandoned cart emails must be sent manually through WebManager. Admins can customize the subject line and include comments/instructions.
Q. Are abandoned cart emails automated?
A. At this time, abandoned cart emails are manually able to be sent through WebManager.
Q. How many orders can be exported at one time?
A. Orders may be exported in batches of 100 orders at a time.
Q. Can I create an order for a new customer not yet in the system?A. No, customers must already exist in
WebManager. To create an order for a new customer, add the customer profile first and then create the order.
Q. Can I export orders directly from the “View Orders” screen?
A. Orders may be exported via WebManager → Orders → Export Orders.
Q. Why don’t I see my most recent order in WebManager?
A. Orders may take a few minutes to sync from the app to WebManager. Try refreshing your filters or reloading the page.
Q. Why would a sales rep not receive an order confirmation?
A. There are a few reasons a sales rep might not receive an order confirmation:
- Email settings are disabled
- A sales rep marked one or more of the emails as spam and the system is blocking emails from being sent to that email address now
- The sales rep on the order is different from the anticipated person that should be receiving the confirmation email
Q. What can I do if a sales rep did not receive an order confirmation?
A. Check the following:
- Email setting for sales reps is enabled within WebManager → Settings → Global Settings → Order Settings.
- That the sales rep on the order (written for and written by) are the sales that anticipated that should have received the order
- The sales rep device is setup to receive and send emails
- Email our Support Team for additional assistance