A Sales Rep will only be able to see their linked Customer on the Sales workflow modules such as create Sales Order/Estimate/Invoice/Sales Receipt.
The Sales Rep user can see their linked Customers from the Customer Centre.
For this functionality, a new App Config setting is added under the Sales section: “Restrict Customer Access for Sales Reps“. Sales Reps to be able to see only their Customers to Create Orders.
If the App Config is On, the Customer dropdown will show only Customers- which are mapped to that logged-in Sales Rep/Sales Management. i.e. the Sales Rep will only be able to see their linked Customer on the Sales Order/Estimate module’s Customer dropdown section.
