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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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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.

Instructions

Here are the instructions to do so:

Ui steps
sizesmall
Ui step

Go

to

to Setup > Customers

and

 and search for the customer you wish set.

Under
Ui step

 Under the "Actions" column click on "Edit"

Ui step
On

 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
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "customer-setup" , "salesperson" )
labelscustomer-setup

 
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