Salesperson for Customer

seller_128_hotThe Salesperson for Customer function provides a list of customers and allows you to assign a primary and/or secondary salesperson to that customer.

The Salesperson for Customer function can be accessed from:

Sales Commission Center- Maintenance

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Cities. Select which cities from which to view customers.

Zip Codes. Select which zip codes from which to view customers.

Customer Range. Enter a range of customer numbers to search for by entering the smallest customer number in the From box and the largest customer number in the To box.

Salespeople. Select salespeople who’s customers you want to view.

Customer Types. Select the type(s) of customers to view.

Refresh. Select when you have finished making all your customer specifications.

All/None. Select All to check the “Update” box for all the customers. Select None to uncheck the Update box for all customers. You might want to select None when updating only a small number of customers. This way, you can go through and make the selections yourself.

Set Primary as First Row. Select to set all the customer’s primary salesperson to the salesperson who is listed in the first row. To do this, you must first select a primary salesperson for the first customer on the list.

Set Secondary as First Row. Select to set all the customer’s secondary salesperson to the salesperson who is listed in the first row. To do this, you must first select a secondary salesperson for the first customer on the list.

NOTE. You do not have to set primary or secondary as the first row.  You can also go through and select a salesperson for each, individual customer. However, you can set primary or secondary as the first row and still go through and change salespeople for certain customers.

Update. Select when you are finished assigning salespeople and you want to save your changes.

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