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Sales Rep Group Link

This option isallows setupyou to link a sales reprepresentative to a particularspecific item in a group when creating a sales document.

Debtors > Configuration > Debtor Setup

Go

    to
  • Search for and open your customer
  • Double‑click on the customer torecord
    • link
  • Click groupsthe Standard dropdown (top right of the screen)
  • Select Rep Code to salesGroup repsCode

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Creating a Sales Rep Item Group Template

Debtors > Configuration > Sales Rep Item group Template

Click "Add"

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  • Add "Code"
  • Add "Description"
  • Click "Save"

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  • Click "Add"
  • Select "Group Code"
  • Select "Sales Rep"

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and
    editing
  • Click "Save & Close" or deleting"Save the& linksNew" to add another Template

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To

If active is off the system will assign the default sales rep to documents.

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Sales document will check customer, stock item on the group and then override the sales rep on the Item line

This means that per line item can have a different rep code

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Sales report updated to view sales rep by line or by document

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Template setup

This allows one to setup a template for Item groups to Sales Rep, this template is used to populate against the customer

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Adding in the template

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Function update

Function to update all document lines with sales reps based on group sales reps

Documents to have this rule:

  • Quote
  • Sales Order
  • Invoice
  • Credit note

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Webatar quote update sales reps per line

Button added to update sales reps per line based on rules for customer for Item Group to Sales Rep

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Sales rep per line

When the quote is created, the sales rep is taken from the general details default sales rep

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