Managing Sales Reps
Sales Reps are an optionally used attribute on a sales order to track sales. They can default to a Destination or unassociated with specific destinations. Sales Reps are company-wide.
There is also an option to require a Sales Rep for Outbound orders by facility:
When you define Sales Reps for a destination, you will only see these reps as available selections for orders to that destination. You can add or remove sales reps at any time. Learn more here.
Sales Reps Management
- Open Flourish Software and click the gearbox icon to navigate to Manage Settings.
- Click Destinations.
- Click Sales.
- Click Add New.
- Fill out the First and Last Name and additional info. Click Save.
- To edit a Sales Rep, click the Configure icon next to their name
Adding Default Sales Reps to a Destination
When you define Sales Reps for a destination, you will only see these reps as available selections for orders to that destination. You can add or remove sales reps at any time. Learn more here.
