January 28th, 2025
Company Representatives
- Purpose: Assign roles to streamline email communications and manage customer accounts.
- Key Points:
- Use the Representative Roles Page to add or customize roles (e.g., accounting role for financial emails).
- Add representatives via the company page; those without roles only get order-specific emails.
- Convert or merge customer accounts into company accounts to centralize invoices and addresses.
- Assign representatives directly to orders to manage responsibilities.
Sales Representatives
- Purpose: Track commissions and associate reps with customers and orders.
- Key Points:
- Enable commission tracking and set percentages in general settings.
- Assign sales reps to customers and orders for proper commission attribution.
- Generate and export sales commission reports based on assigned orders.