Updating Wade’s Sales from xRMS
One click each morning refreshes customer prices, usual items, each customer’s last orders and the customer list for every rep. Do it on a computer, not the iPad.
One-time setup
- In Chrome on your computer, turn on the bookmarks bar (Ctrl+Shift+B on Windows, ⌘+Shift+B on a Mac).
- Drag this red button up onto the bookmarks bar:
Wade’s Sales update
Can’t drag it? Right-click the bookmarks bar → Add page, name it Wade’s Sales update, and paste the text below as the URL.
Every morning (about 2 minutes)
- Open xRMS (wades.ncsdsd.net) and sign in.
- Click Wade’s Sales update on the bookmarks bar.
- A Wade’s Sales tab opens (sign in with your manager PIN the first time). A red box in the xRMS tab shows progress.
- Leave both tabs open until the box says Done.
You can also start from the app: tap Update from xRMS at the bottom of Wade’s Sales, then click the bookmark in the xRMS tab it opens. Only Dave and Bob (managers) can run the update. Reps get the new data the next time they open the app.
If something goes wrong
- “Sign in to xRMS first”: you’re signed out of xRMS. Reload xRMS, sign in, click again.
- “Couldn’t reach the Wade’s Sales app”: Chrome blocked the pop-up. Allow pop-ups for wades.ncsdsd.net, or open the app first and use Update from xRMS.
- “Signed in as a rep”: sign the Wade’s Sales tab in as Dave or Bob.
- If it stops partway, click the bookmark again.