Overview

Excerpt
The system allows you to associate two different salesperson to the same customer based on the category divisions: Fresh Cut Flowers and Plants.

Here are the instructions to do so:

Ui steps

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Ui step
Go

to

to Setup > Customers

and

and search for the customer you wish set.

Ui step

Under

Under the "Actions" column click on "Edit"

On

Ui step
On the customer information you'll find both options: "Salesperson for Flowers" and "Salesperson for Plants". Select the the account manager that will be linked to each division and save.

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Info
This setting will affect Standing Orders, Prebooks and Invoices.

Panel

title	Related Articles

Filter by label (Content by label)

showLabels	false
max	10
showSpace	false
sort	title
cql	label in ("customer-setup","salesperson")
labels	customer-setup

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