RepBuddy

Features

Everything the system does.

Grouped by where it sits in the life of an order, so you can find the part that matches the problem you actually have.

Ordering by WhatsApp

Typed messages, photos and voice notes turned into real orders your team confirms. Includes the promotions side: campaigns, flyers and your catalogue.

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Invoicing, payments & A/R

Native invoicing with your own design, one-click emailing, public invoice links, statements, deposits, credit memos, ageing.

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The accountant hand-off

Month-end as one email: registers, ageing, the full journal — reviewed by you first, or pulled by your accountant through a read-only link.

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Pick & pack

Barcode picking against the order, shorts, packed notifications, bin locations.

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Products & pricing

Catalogue with categories, CSV and Excel imports including QuickBooks item lists, phone-first product capture, photo search, price tiers, promotions, minimum and case-pack rules, reorder points.

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Orders & approvals

Approval flow, quotes and estimates, and an inbox for orders that arrive from outside the system.

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Reps, roles & commissions

Field app for reps, commission tracking, granular roles, and a Manager role for the person running the day to day.

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Buying & vendors

Purchase orders, receiving, vendor bills and credits, 1099 reporting.

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Reports

Analytics, rep performance, revenue, A/R ageing, and exports from everywhere.

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The platform itself

Several companies under one account, email under your own business name, an API with keys and webhooks, sign in with Google, installs on Windows and phones, nightly encrypted backups.

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