Assign Purchaser to Inventory Unit
Note: The purchaser must be in the registrant database prior to assigning to a unit. Please see Add Registrant for instruction.
1 – Click into the Inventory Center .
2 – If applicable, click on the Component tab of the unit you want to access.
3 – In the Inventory List, find the Unit you want to access and click on it.
4 – Under Purchasers, click on Assign.
5 – In the Assign Purchaser window, type a few letters of the purchaser’s first or last name in the Search For bar and select the correct Purchaser from the dropdown. Once selected, the purchaser’s name will then appear under Selected Purchaser.
6 – Select a Purchaser Type and Purchase Reason if needed and select the Assigned Date if it is different from the current date.
7 – The Primary Sales Rep that has been assigned to the registrant in the Sales Center will automatically be assigned to the purchase. This will be indicated by a checkmark beside the rep’s name. If no rep has been assigned, check the box beside the appropriate Sales Rep’s name. You may assign additional reps by checking the boxes beside their names as well.
8 – Click Save.
Note: If you have multiple purchasers, they must be assigned one at a time.
Once the purchaser has been assigned to the unit, their name and contact details will appear in the Purchasers section of the inventory profile and the Status of the unit will update from Available to Offer.
See also Unassign Purchaser from Inventory Unit.