Assign sales representatives to customers

This topic describes how to assign a specific sales rep to a customer.

Depending on your store's policies, you may have specific sales representatives assigned to handle all transactions for specific customers. This arrangement is common in stores where sales representatives specialize in certain verticals or product ranges, or where sales representatives are paid primarily through commission sales.

If you select a primary sales representative for a customer, all sales to that customer are credited to that sales representative.

You can configure Store Manager to require sales representative selection for every transaction in POS. This is defined in Store Manager in File | Configuration | Store Rules. Under Customer Options, select Require customer selection for sales.

1. Click Customer.

2. Click Customers.

3. Double-click the customer account.

4. Click the Customer Options tab.

5. Click the browse icon next to the Primary Sales Rep field, select the customer's primary sales representative from the list, and click OK.

6. Click Save And Close.