SOP Overview

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Terminology

Table of Contents

• Step-By-Step Instructions
• Please note, when entering or updating sales reps in customer cards, its important to update in two places.
• The first you all already know is the Salesperson Code in the General Fast Tab of the customer card.
• The Second place is under Customer -> Email Addresses
• There will be an email for the customer that will receive statements and invoices. There will be the salesrep name and email to get a copy of the Reminder/COD notices The sales rep must be updated here as well.

Documentation and Resources

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Include Step-by-Step Instructions below

Step-By-Step Instructions

Please note, when entering or updating sales reps in customer cards, its important to update in two places.

NOTE: THIS MUST BE APPROVED BY SALES MANAGEMENT OR SALES MANAGER BEFORE UPDATING

The first you all already know is the Salesperson Code in the General Fast Tab of the customer card.

The Second place is under Customer -> Email Addresses

There will be an email for the customer that will receive statements and invoices. There will be the salesrep name and email to get a copy of the Reminder/COD notices The sales rep must be updated here as well.

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