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What should I check before going to a trade show?

A few minutes of setup the day before, while you still have stable Wi-Fi, prevents most of the common issues reps run into at a show, like a missing catalog, a stuck order, or leads that don't route to the right rep.

Here is the short checklist to run through before you leave for the event.


» Pre-show checklist

  1. Charge every device and pack chargers. Bring a power bank for the booth.
  2. Update the WizOrder app to the latest version on every device that will be used at the show.
  3. Sync the latest data. Open WizOrder while connected and go to More > Settings > Sync Data. Wait for the sync to complete. This downloads your full product catalog, customer-specific pricing, customer information, and inventory status to the device. 
  4. Turn On Incremental Sync. This keeps your device automatically up to date each time you open the app while connected, so you always have the freshest data before you head into a low-signal area.
  5. Turn on Offline Mode and test it. From the same Sync Data screen, enable Offline Mode and create a test order with the device in airplane mode to confirm products, customers, and the cart all work without internet.
  6. Plan for Showroom Mode (Admins). If multiple reps will share customer visibility at the booth, decide who will turn on Showroom Mode the morning of the show, and remember to turn it off once the show is over.
  7. Confirm badge scanning is ready (if using). Check with your Customer Success Manager that your event's badge format is supported, that your organisation has the required API key from the trade show organiser, and that territory mapping (zip code assignments) and rep contact information are up to date so lead notifications route correctly. Also do a quick test scan using the sample QR code provided by the market. Make sure it scans correctly and that the sales rep gets notified.

» Tips

  • Test in airplane mode the day before. Putting the device in airplane mode for 10 minutes and creating a test order is the fastest way to confirm Offline Mode is genuinely working, not just enabled.
  • Note common SKUs in advance. When offline, product search is limited to product name and SKU ID (image search and live attribute filters need internet). Browsing by category or collection still works fully offline.
  • Confirm your assigned price lists. Customer-specific pricing comes from the assigned price lists cached on your device. Make sure the right ones are in place before you sync.
  • Please note that any data saved during the trade show is stored locally on the user's device and will not be visible to the admin until it has been synced to the ERP.

Still need help? Reach out to our support team at help@wizcommerce.com.