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Now the Sales Rep Category is blanked out and the sales order doesnt give me an option to select a sales rep anymore, what changed? now the Sales Team is blank now, i reverted back and its just giving me issues now, I didnt change any other parameters
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HI Michelle, I went into Setup-Sales Teams-New I created a Sales Team for Each Sales Rep to fully show that each sales rep will get 100% of the contributions. I went back into the Sales Order and changes Sales Team and that sales rep populated again with the 100% contribution and I was able to remove myself. Just wondering…
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Okay, this is closer to answering my question, now my follow up question is do I need to put each sales rep in a different sales team or is there a way to just assign a sales rep and give each 100% of the sale that they are assigned to? Again, the contribution portion seems like a pointless aspect for what we are using…
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HI Michelle, I went through the process but its still not clear or is asking me to make a permanent change. I gave it a title the is says to "Change Sales rep to" I do not want it to do this all of the time, just need to change 1 sales order into someone elses name. I do not want to set something up that converts…
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I have the same question but please refer to the question above, we are trying to change the contribution of an individual Sales Rep, not a sales Team, How do we change the Sales Rep's contribution on a single sales order. I have one where I created the Sales Order but wanted to put that in one of my sales reps name. When…
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I am not worried about Sales Territories, We have 1 location here in Colorado, so we only have 1 territory and I have 4 main sales reps right now. I just want to change a sales order into another sales reps name, Territories, have nothing to do with that at all, Its asking me to change the sales reps contributions, My name…