You can assign orders to specific Sales Reps to make calculating commission even easier. You can choose your rep from the dropdown in the sales order, or add a new rep by simply typing into that field.
inFlow Cloud will save the new representative name and make it available when selecting a representative on your next order. You can also click the save icon beside it to set this sales rep as the default for this specific customer.
To edit/ delete Sales Reps already in the system:
- Click Main Menu > Options > Settings.
- Choose References from the tabs on the left.
- Click the Sales Reps button. In this window you can add or remove Sales Reps if you want to.
- When you’re satisfied click Save & Close.