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Assign Sales Rep to customer

 

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Subject Author Date
Assign Sales Rep to customer Deck 08-07-2007
Posted by Deck on August 7, 2007, 9:22 am
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Hi All

Is there a way to assign a sales rep to a customer

Deck

Posted by geokar on August 7, 2007, 9:46 am
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In Manager go to Customer Properties. In the Customer Options tab you will
see Primary Sales Rep. These must be pre-set in Databse > Sales Reps

"Deck" wrote:

> Hi All
>
> Is there a way to assign a sales rep to a customer
>
> Deck

Posted by Mickie on August 7, 2007, 11:21 am
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I wish I could assign a sales rep to a REGISTER.
For instance, all sales on Register 1, have the same sales rep....

The other registers have to select the sales rep.




geokar wrote:
> In Manager go to Customer Properties. In the Customer Options tab you will
> see Primary Sales Rep. These must be pre-set in Databse > Sales Reps
>
> "Deck" wrote:
>
>> Hi All
>>
>> Is there a way to assign a sales rep to a customer
>>
>> Deck

Posted by Dpalma on August 7, 2007, 12:12 pm
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if the cashiers are the same that the vendors, you can assign one cashier to
one register by default, an create a new vendor whit the same id that the
cashier for example create a cashier whit id = 1, assign him to the register
1 and create one vendor whit number id = 1.

"Mickie" wrote:

> I wish I could assign a sales rep to a REGISTER.
> For instance, all sales on Register 1, have the same sales rep....
>
> The other registers have to select the sales rep.
>
>
>
>
> geokar wrote:
> > In Manager go to Customer Properties. In the Customer Options tab you will
> > see Primary Sales Rep. These must be pre-set in Databse > Sales Reps
> >
> > "Deck" wrote:
> >
> >> Hi All
> >>
> >> Is there a way to assign a sales rep to a customer
> >>
> >> Deck
>

Posted by Mickie on August 8, 2007, 11:09 am
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Every employee has a different number and uses different computers to
enter orders so that won't work for us unfortunately.



Dpalma wrote:
> if the cashiers are the same that the vendors, you can assign one cashier to
> one register by default, an create a new vendor whit the same id that the
> cashier for example create a cashier whit id = 1, assign him to the register
> 1 and create one vendor whit number id = 1.
>
> "Mickie" wrote:
>
>> I wish I could assign a sales rep to a REGISTER.
>> For instance, all sales on Register 1, have the same sales rep....
>>
>> The other registers have to select the sales rep.
>>
>>
>>
>>
>> geokar wrote:
>>> In Manager go to Customer Properties. In the Customer Options tab you will
>>> see Primary Sales Rep. These must be pre-set in Databse > Sales Reps
>>>
>>> "Deck" wrote:
>>>
>>>> Hi All
>>>>
>>>> Is there a way to assign a sales rep to a customer
>>>>
>>>> Deck

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