This feature allows you to upload printable PDF files to be printed in the store. On the printable PDFs page, you can search for keywords or sort them by from-to date. Printable PDF folders are collapsed by default, to expand or collapse all folders click on grey arrow box, to expand or collapse individual folders click on blue arrow box on directive line.


Create Printable PDF

  • Click on Printable PDF on the Home page
  • Click on New Folder
  • Type in Title of Printable PDF
  • Select the date range Printable PDF will be available to stores
  • Type in Message (brief description)
  • Using the standard Allocation Formula, allocate Printable PDF
  • Under File Upload Section on first line, type the file description
  • On the second line, click on the Choose File button to find file to upload.
  • Click on Save

Allocate to Reps

If you want to allocate to Reps ( Corporate Rep, Dealer Rep, Retail Rep ) you can place checkmark in front of Reps you want to allocate to. You can filter reps by typing keyword. Filter is CASE sensitive. By clicking on the small grey arrow pointing down system will select all Reps displayed.

To get list of Reps that are part of allocated locations only, scroll to bottom of page and click Update button. This will reload a page and highlight Reps that are assigned to allocated stores. Click on small arrow to select only highlighted Reps.

Note

  • By default, system hides expired folders.
  • Click on Show Expired button to show all folders.
  • You can collapse Representatives section by clicking on Representatives. System will remember your preferences and keep it collapsed on all pages.
  • Please note Update might take few minutes to complete and to calculate Reps that are assigned to select stores.