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Assign Sales Rep to Inventory Unit

Assign Sales Rep to Inventory Unit

1 – Click into the Inventory Center 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 Sales Reps, click on Assign.

5 – Select the Sales Rep from the dropdown.

6 – Select Yes from the dropdown if you wish to indicate that the Sales Rep receives a Selling Bonus.

7 – Adjust the Assigned Date if it is different from the current date.

8 – Click Save.

Note: Additional Sales Reps must be assigned one at a time.

Once the Sales Rep has been assigned to the unit, their name and contact details will appear in the Sales Reps section of the Inventory Profile.

See also Unassign Sales Rep from Inventory Unit.