Global Settings are system-wide configurations that apply across all your products and experiences in:
✅ RepZio iOS App
✅ B2B Direct websites
✅ ShopZio
🔹 Note: These settings do not apply to the Markets App or Markets Online.
Global Settings are divided into five main sections:
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📦 Order Settings
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💲 Price Name Settings
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⚙️ Advanced Settings
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📝 Text Inputs
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📤 Order Receipt Export Settings
📦 Order Settings
This section determines who gets a copy of each order submitted via the App.
Orders can be sent to:
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📧 The Customer
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👤 The Sales Rep
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🏭 The Manufacturer (to the email listed in Account Settings)
🖨️ You can also fax the order to:
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The Customer (fax number from their Customer Template)
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The Factory/Warehouse (fax number from Account Settings)
✅ A green button means the setting is active.
💲 Price Name Settings
Customise your price level names and currency display in this section.
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Rename price levels to fit your business needs
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Use the currency dropdown (default is “USD”) to select a different symbol or type
- If you are using a price level, it must be named within Settings
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💾 Don’t forget to click the Save Changes button to apply updates
⚙️ Advanced Settings
These options are powerful and should only be enabled if you understand their impact.
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🔍 Search Child Items – Lets users search for child products and uncategorised items
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🔄 Split Order on Catalog – Splits one order into multiple based on CatalogCode
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🧩 Enable Multiline – Used by Multi-Line manufacturers/agencies to set vendor-specific rules
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📍 Auto-Assign Sales Rep – Assigns reps to customers based on territory rules
ℹ️ If you're not a Multi-Line or Agency account, you can skip everything here except Search Child Items.
📝 Text Inputs
Use this section to create custom options for fields in the App’s Order Summary screen.
Example: Add custom payment terms like CreditCard,Net30,COD (no spaces, use commas).
💡 These values will appear when sales reps taps field in the App.
Also in this section:
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➕ Add custom Order Types (searchable in WebManager)
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🏷️ Customize UDF Labels (used to name filters based on UDFs 16–20 in your Product Template)
- Add Ship Via and Freight Terms
- Add payment Terms
📤 Order Receipt Export Settings
Enhance your Excel exports from Order Email Receipts.
✅ Simply:
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Select which columns you want to include
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Rename column headers as needed
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Click Save to lock it in
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q. What happens if I enable a setting I don’t need?
A. Enabling unnecessary settings—especially in the Advanced section—can create confusion or errors for users. Only activate what’s relevant to your setup.
Q. Can I test these settings before they go live?
A. There’s no sandbox mode, so changes take effect immediately. It’s best to make adjustments outside of peak business hours and communicate changes with your team.
Q. I don’t know if I’m a Multi-Line account. What should I do?
A. If you're unsure, contact Support before enabling Multi-Line features.
Q. I clicked “Save Changes” but don’t see updates. Why?
A. Try refreshing the App or browser. If the issue persists, double-check that all required fields were filled before saving.