Salesperson Field on backend view of orders/invoices

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Sean

• July 08, 2016 18:51

Something we are used to from our previous cart system is the ability to log a sales person to an order for order tracking as well as, and more importantly to keep records of whom may have interacted with the client. This is a very helpul field that can optionally have associated reports to go with it (sales by sales person) etc.

 

 

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  Zoey

  • May 15, 2020 01:44

  You can create Staff Accounts (https://support.zoey.com/docs/creating-additional-control-panel-users) and then each Staff Account (Salesperson) can login to Zoey. When they create an order it will be attributed to them. Learn more at https://support.zoey.com/docs/sales-rep-overview

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  Jim

  • September 26, 2017 19:40

  Yes i agree, this would be a great feature. We take phone orders and are constantly scrambling to see who created an order for a customer.

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