Sales Rep - Assigning Reps to Customers
Assigning Representatives to Customers
In the Deluxe Edition, customers can be assigned semi-permanently to a Rep.
This means that all future orders from that customer, whether entered in the front end or back end, will be credited to the rep they are assigned until changed by an Admin or Manager with sufficient permissions.
If a rep inputs an order for a customer that is not his own, he will not have the ability to assign himself as the commission earner, unless he has been given the appropriate permissions.
Assigning a Representative
If a representative creates a new customer from the back-end, he will automatically be assigned as the representative for that customer. This can be changed by an Admin or Manager with appropriate permissions.
Any customer that has already been assigned to a sales representative will not see the checkout selector or checkout step on the front end of the website.
If a customer without a rep creates an order on the front-end of the site where the front-end selector has been enabled, his choice of rep will be not be assigned to his account automatically. This is to allow customers to be served by multiple reps in the future.
To assign a representative to a specific customer:
- Navigate to Customers → Manage Customers
- Select the Customer you wish to assign
- Click the Sales Representative tab on the left
- Select the appropriate representative from the dropdown
- Click “Save Customer” on the top right
- Repeat for each of the customers you wish to assign.
Note that if “No Sales Representative” is selected, the customer will be able to choose a sales representative at checkout. If he has an assigned representative, the checkout selector will not show at all.
Changing Assigned Representatives
Assigned representatives can be changed by an Admin or Manager with appropriate permissions, using the same process as manually-assigning a representative for the first time.
Once the representative is changed, the manager will also be changed to coincide with the manager of the newly-assigned rep.
Furthermore, all previous orders will remain unchanged, and will still be credited to the rep that served the customer at the time of placement.