Whenever you create a new Order, it will automatically be assigned a “Rental Rep” based on the User who creates the Order. This Rental Rep will be displayed at the bottom of the Order’s Event & Contact Details tab.
Assign a Rental Rep
The Rental Rep can also be changed manually. To do so, navigate to the Event & Contact Details tab for the Order.
Click the green “Edit Order” button then scroll to the bottom of the browser window and find the “Rental Rep” field.
Use the drop-down menu to choose the new Rental Rep.
Be sure to click the green “Save Order” button.
You can search your Orders by Rental Rep in the search field above the Order column in the upper left corner of your browser window.
Metrics
Keep track of Total Conversions and Conversion Rates of Rental Reps in comparison to one another through Metrics.
Within Conversion Rate Metrics, directly compare the performance of your Rental Reps in converting Proposals to Confirmed Orders.
Reports
You can also view the Rental Rep on Reports relevant to Invoices including:
- Invoices
- Accounts Receivable
- Payments Report by Event Date
- Payments Report by Payment Date
- Revenue by Client
- Revenue by Coordinator
- Revenue by Venue
- Discounts by Instance
- Discounts by User
Order PDFs
You can choose to include an Order’s Rental Rep on PDFs.
Click on the “Account” icon in the upper right corner of your browser window.
Then click on “Invoice Settings” in the column on the left.
Head to the “Template Regions” tab and click the green “Edit” button.
Tick the box next to “Rental Rep” for every PDF you’d like to display the Rental Rep.
The Rental Rep will display the assigned User’s First and Last Name above the Order Note on PDFs.
You can customize the Rental Rep label if you’d like it to say something other than “Rental Rep.”
Within the “Template Labels” tab, enter the label you would like to display next to the Rental Rep’s name on your PDFs.
When you head back to Orders, make sure to click “Edit Order” and “Save Order” on any existing Orders you wish to refresh with the changes you made to PDFs.
*This feature is only available with the Herd Leader monthly plan. Learn how to upgrade to Herd Leader.