There are two ways to assign a Sales Rep to a Customer:
- When creating a Customer, you can assign a default Sales Rep. You can also assign a Sales Rep to Customers that have already been created in the Customer Centre by double-clicking on the customer. Adding the Sales Rep to the customer card will then pull this Sales Rep every time this customer places an order.
- You can also assign a Sales Rep to a Customer while creating a “Sales Order” if you want to change it.
