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

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Ui step
Go to Setup > Customers and search for the customer you wish set.

Ui step
Under the "Actions" column click on "Edit"

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.

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

Panel

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Filter by label (Content by label)

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sort	title
cql	label in ( "customer-setup" , "salesperson" )
labels	customer-setup

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