Supplier - Assigning Sales Reps to buyer accounts

Stay on top of customer orders and place orders for customers by getting accounts assigned to Sales Rep user types.

There are three ways accounts can be assigned.

First, when setting up a new team member go to Settings from the left-hand menu

and select the Users tab 👥

Select the user and on the Buyer Details page select Manage Buyers from the top toolbar

Here you can + Assign Buyer and also manage existing assigned accounts.

If you are setting up a new buyer or just assigning one account you can use the Buyers tab from the left-hand menu. Search 🔍 for the buyer you need to assign a sales rep to and select the account to bring up the Buyer Details page.

From the top toolbar select Manage Sales Reps and you can then assign or remove users ✨

Once added the Sales Rep will automatically be able to work with the newly assigned buyer accounts 🤝.

In the Sales App if a Sales Rep creates a new buyer they will automatically be assigned this account to work with and manage 📲.

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