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Subject Author Date
Auto select sales rep matty102 06-26-2007
Posted by matty102 on June 26, 2007, 6:18 am
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Hi All,
Is there a way of automatically selecting the sales rep when recalling work
orders so that the sales rep that took the initial transaction and deposit is
automatically credited with the commission when the customer comes back to
pick up / pay for their goods?

At the moment we would have to rely on staff being very honest
and select the original sales rep and they would also have to check a
customers receipt or look through the journal to find out who the original
sales rep was.

This seems to me to be a common practice as the person that has done all the
hard work initially to get the sale should take the commission rather than
the person who is processing the transaction when the customer collects their
goods.

V2.0

Thanks
Matt

Posted by Mickie on June 27, 2007, 5:51 pm
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Whatever sales rep is entered when the transaction is saved as a Work
Order comes up when the WO is recalled.

So,
You could set the security so the cashier cannot change the sales rep
but that might not work for you unless the sales rep is ALWAYS defined
before it gets to the cashier.

Mickie


matty102 wrote:
> Hi All,
> Is there a way of automatically selecting the sales rep when recalling work
> orders so that the sales rep that took the initial transaction and deposit is
> automatically credited with the commission when the customer comes back to
> pick up / pay for their goods?
>
> At the moment we would have to rely on staff being very honest
> and select the original sales rep and they would also have to check a
> customers receipt or look through the journal to find out who the original
> sales rep was.
>
> This seems to me to be a common practice as the person that has done all the
> hard work initially to get the sale should take the commission rather than
> the person who is processing the transaction when the customer collects their
> goods.
>
> V2.0
>
> Thanks
> Matt

Posted by matty102 on June 28, 2007, 3:46 am
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Cheers Mickie

"Mickie" wrote:

> Whatever sales rep is entered when the transaction is saved as a Work
> Order comes up when the WO is recalled.
>
> So,
> You could set the security so the cashier cannot change the sales rep
> but that might not work for you unless the sales rep is ALWAYS defined
> before it gets to the cashier.
>
> Mickie
>
>
> matty102 wrote:
> > Hi All,
> > Is there a way of automatically selecting the sales rep when recalling work
> > orders so that the sales rep that took the initial transaction and deposit is
> > automatically credited with the commission when the customer comes back to
> > pick up / pay for their goods?
> >
> > At the moment we would have to rely on staff being very honest
> > and select the original sales rep and they would also have to check a
> > customers receipt or look through the journal to find out who the original
> > sales rep was.
> >
> > This seems to me to be a common practice as the person that has done all the
> > hard work initially to get the sale should take the commission rather than
> > the person who is processing the transaction when the customer collects their
> > goods.
> >
> > V2.0
> >
> > Thanks
> > Matt
>

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