RepZio App Settings refer to settings that directly impact the RepZio iOS App. These configurations only affect the app experience for your sales reps—not WebManager or customer-facing platforms.
RepZio App Settings are divided into four key sections. This article walks you through each one:
💸 Pricing Customisation
This section manages special pricing types and determines what pricing privileges sales reps can access.
| Feature | What it Does | Requirements |
| Allow Pricing Override | Allows a rep to override a price on an item | Toggle in WebManager |
| Enable Volume Pricing | Allows volume pricing for products | Toggle in WebManager; Template; Only enable if using volume pricing |
| Volume Pricing Group Column Name | Text value; name of volume pricing group | Text value; Only a UDF field column header name can be used; this field is not how you name general volume pricing in the app |
| Enable Customer Special Pricing | Allows select customers to receive a unique price for a specific timeframe only | Toggle in WebManager; Template |
| Enable Apply Discount | Allows a rep to add discounts from the scan items screen | Toggle in WebManager |
| Prevent Global Discounts | Managed on sales rep details screen | |
| Prevent Line Item Discounts | Managed on sales rep details screen | |
| Prevent Order Price Level Changes | Used to prevent price level changes at the order level | Toggle in WebManager |
| Default Price Level | Text value; used to determine your default price level | Text value; Default Price Level defines the pricing shown when neither a customer nor a specific price level is selected.
A value of “-1” means no prices will appear in the app (everything shows as $0.00) until a customer or price level is assigned. |
| Sync Customer Special Pricing on Demand | Helps to speed up initial sync for customers with a large quantity of customer special pricing | Toggle in WebManager |
| Use Client Catalog Pricing Dictionary | Feature no longer supported | |
🧑💻 User Interface
This section controls the visual and interactive experience of the app.
| Feature | What it Does | Requirements |
| Enable Zip Code Lookup | Loads city, state, and country if zip code is entered when editing customers | Toggle in WebManager |
| Enable Flipbooks | Enables Flipbooks to be used | Setup on the backend required by our Support Team; Ability to access Dropbox when shared |
| Enable Allow Written By | Allows a rep to set who wrote an order; default is the rep logged in | Toggle in WebManager |
| Enable Allow Written For | Allows a rep to set for whom an order is written; default is the associated rep number | Toggle in WebManager |
| Enable Quick Order Popover | Creates a popover to add child products | Toggle in WebManager; enable only if you use parent/child item setup |
| Allow Additional Dropdowns | Allows a rep to enter a value in a dropdown field other than what is setup in WebManager | Toggle in WebManager; leave disabled if you have strict guidelines for fields |
| Force Modifier Configuration | Forces a rep to configure a product when modifiers are enabled for it | Toggle in WebManager; Modifiers require additional templates |
| Show Child Products on Item Scan | Presents child products when a parent item is scanned | Toggle in WebManager |
| Hide Do Not Ship Date | Hides Do Not Ship Date on order preview screen | Toggle in WebManager |
| Allow Market Name Override | Allows a rep to override a Market Name | Toggle in WebManager; leave disabled if you have strict guidelines for market names |
| Hide Order Notes | Prevents a rep from entering notes on an order | Toggle in WebManager; ⚠️ Important: Reps may not enter credit card numbers or any sequence that appears to be a credit card number in order notes. If this occurs, the system will automatically strip these notes from the order if enabled. |
| Prevent Adding Clients | Prevents reps from creating clients in the app | Toggle in WebManager; leave disabled if you allow reps to create new customers |
🛠️ Advanced
This section is mostly relevant for Multi-Line Accounts.
- If you're not sure whether your account is considered Multi-Line, feel free to contact RepZio Support for clarification.
| Feature | What it Does | Requirements |
| Show Catalog Details | Enables the system to show totals totals by catalog code | Toggle in WebManager; Do not set this unless you need it |
| Allow Catalog Editing | Enables the system to move items from one catalog to another with a double tap | Toggle in WebManager; Do not set this unless you need it |
If you're not a Multi-Line account, you can ignore the other settings in this section.
➕ Text Inputs
This section lets you customise upcharge options shown in the app when reps are creating or editing orders.
- These options are visible before an order is submitted via the app.
- 🖥️ You can also add or edit upcharges in WebManager after submission.
| Feature | What it Does | Requirements |
| Upcharge Choices | Gives users a selection of upcharges to choose in app | Text Value; Separate options with a comma, no spaces |
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q. What happens if I enable Volume Pricing or Customer Special Pricing but don’t upload any data?
A. The settings won’t function correctly. You must upload the appropriate spreadsheets to activate these features.
Q. Why am I seeing $0.00 for all products in the app?
A. It likely means the “Default Price Level” is set to “-1” and no customer or price level has been selected yet.
Q. What are Child Items, and why don’t they show up in search?
A. Child Items are sub-products tied to a parent item (e.g., different sizes or colors). Make sure “Search Child Items” is enabled in the Advanced section for them to appear in search results.
Q. What’s a Multi-Line Account?
A. A Multi-Line Account allows reps to sell products from multiple brands or catalogs within the same app. If you're unsure whether this applies to your account, reach out to RepZio Support.
Q. Can I change Upcharge options after submitting an order?
A. Yes! Upcharges can be adjusted in WebManager even after an order has been submitted.