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Managing Template Settings

RepZio Webmanager Template Settings

Within RepZio’s Webmanager, there is a list of options under the “Settings” tab. Among them is one titled “Templates.” Configuring data within the templates will allow you to determine the information that will display for your reps on the iPad.

How This Page Works

The first thing you will need to understand about this page is how it is intended to be used. When you visit the page, you will see a handful of orange buttons and multiple text fields. Each text field represents a particular data panel on the iPad. These fields allow you to designate the specific type of information you would like to appear in each location on the iPad.

Adding data to a text field is simple. You can type in the data type--like ItemID for example--in one of the text fields surrounded by curly brackets. This would look like {{ItemID}}. Your other option is to simply drag and drop the orange ItemID button into one of the text fields.

In order for this process to make sense, you must understand the area on the iPad that each field in the Template settings links up with. The following list will present the aforementioned information.

Basic Data Templates

  • Collection Template 1 - From within a category where the 2, 4, 8 or 12 Items per page view option is selected, this data will appear below the product’s image.
  • List All Template 1 - From within a category where the List All Items view option is selected, this data will appear as the top line of information for the product.
  • List All Template 2 - From within a category where the List All Items view option is selected, this data will appear as the bottom line of information for the product.
  • Child Items Template 1 - From within the Child Items panel, this data will appear as the top line of information for the child product.
  • Child Items Template 2 - From within the Child Items panel, this data will appear as the bottom line of information for the child product.
  • Scan Items Template 1 - From within the Scan Items page, this data will appear as the top line of information for the scanned product.
  • Scan Items Template 2 - From within the Scan Items page, this data will appear as the bottom line of information for the scanned product.
  • Order Items Template 1 - From within the Preview Order Screen, this data will appear as the top line of information for the product that has been added to an order.
  • Order items Template 2 - From within the Preview Order Screen, this data will appear as the bottom line of information for the product that has been added to an order.
  • Quick Order Popover Template - When a parent product is added to an order from within a category, its child products will appear in a panel called the Quick Order Popover. The data here will be displayed on that panel.
  • Client Info Template - When viewing the main page for a client on the iPad, this data will appear when the "i" icon located in the top right corner is clicked.

Product Details Template Settings

  • Item Template 1 - When viewing a product’s page, this data will appear as the top line of information for the product in orange text.
  • Item Template 2 - When viewing a product’s page, this data will appear as the bottom line of information for the product below the text in orange.
  • Item Qty Template - When viewing a product's page, this data will appear next to the price on a white horizontal bar. 
  • Info Tab Template 1 - When viewing a product’s page, this data will appear in the first main information panel. This is typically referred to as the main description field.
  • Info Tab Template 2 - When viewing a product’s page, this data will appear in the second information field. This is typically referred to as the notes field.
  • Info Tab 1 Title - This field allows you to add a unique title to the description section.
  • Info Tab 2 Title - This field allows you to add a unique title to the notes section.
  • Child Items Tab Title - This field allows you to add a unique title to the child items panel.
  • Volume Pricing Tab Title - This field allows you to add a unique title to the volume pricing panel.

Formatting Fields Using HTML

For specific fields, such as Info Tab Template 1 and 2, you have the ability to use HTML to format the way in which your data is presented. A common use of this feature is the addition of a bulleted list and bold text, for further instruction to this please reference this link: HTML Codes

 

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