Default Sales Rep

started a topic over 2 years ago

It would be great to be able to set a default sales rep, either from the Contacts screen, or the General Settings in the Sales section. At the moment, if a client doesn’t have/track sales reps then we still have to select the name each time - so being able to default it for ease of order entry would be useful.

3 people like this idea
  • Good idea, so long as it does not override the customer assigned sales rep. And this should be an optional setting.

    When implementing this, also consider how this feature request plays with it:

    Sales Representative to default to logged in user

  • Yes, for new customers on shopify - the sales rep from SHOPIFY flows through to the SALES part but not the inventory_customer level.  So a "designer" in shopify is a "designer" in sales but may well be a "Wholesaler" in inventory_customer depending on the order of the contact in reference book.  This does not make sense.

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