智慧记
智慧记国际版(Ailit)

Guide for Customer Related Salesman

最新修改于 2024-02-27

Customer Attribution Path: [Home] - [Customer] - Find the customer - [Detail] - [Salesman]

Description

Business Scenario:Marketable Control is mainly used to control two business scenarios: where which salespersons can sell products to which customers, and where which customers allow which salespersons to sell.

Function Description

  1. [Settings] - [System Settings] - [Customer/Supplier] – [enable customer relate with salesman]-[Check] must be checked before the usage!

Description

  1. Only the salesperson has been invited to join the store, can “The customer is associated

Change the Related Salesman in Batch Path: [Home] - [Customer] - [Bulk openration ] - [Change of Affiliated Operators]

Description

Business Scenario:When a customer needs a large number of associated salespersons, they can use Associated Salespersons in Batch to reduce their workload. Function Description

  1. [Settings] - [System Settings] - [Customer/Supplier] – [enable customer relate with salesman]-[Check] must be checked before the usage!
  2. When association in batch is set, check the customers to be associated first.