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B2B Portal - Easy identification of orders for reporting purposes

started a topic 8 months ago

Currently the only way to generate a report in the system to understand the volume and value of B2B orders is to have them all linked to one sales rep - however all of our customer accounts have an assigned sales rep so we cannot overwrite this field, as it would calculate their commission incorrectly.


Please can you develop something which automatically tags the orders in the system as B2B so we an easily report on volumes and uptake, without us having to manually amend each order.


Maybe tags could be applied in orders, or the order reference could start with a SOB instead of SO, or the reference could have a prefix? 


If anyone has any suggestions it would be appreciated.


Many thanks,


Cheryl


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