Purpose
You can use this procedure to move all Customers assigned to a particular Sale Rep to a different account rep.
This is useful if a Sales Rep has left or can no longer look after their assigned customer accounts, and you need to transfer responsibility for those accounts to a different rep.
The transfer takes place immediately after submitting the ‘From/To’ transfer list. This is not an overnight transfer process. Any outstanding orders with the “from” rep will need to be adjusted manually as required.
This function allows the user to enter the details in the form of a list. You can ‘Add’ or ‘Delete’ from the list as needed until you submit the list for action. Once you commit the changes listed, all customers assigned to the ‘From Rep(s)’ are re-assigned to the ‘To Rep(s)’ by this function.
Data Input
Step 1 – Transfer Details
From Rep
Enter an existing rep code to transfer customers ‘from’.
To Rep
Enter an existing rep code to transfer customers ‘to’.
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