Reps
Sales Reps are setup by your TurnLink administrator. This section will show you which, if any, Reps are assigned to a Company Overview, how that are connected to Orders, and how they sync with QuickBooks (if applicable).
Assigning Reps
You may assign Inside Sales* Reps and/or Outside Sales* (broker) Reps to a company and may assign more than one. You should assign yourself to all companies you call on.
Assigning Reps
You may assign Inside Sales* Reps and/or Outside Sales* (broker) Reps to a company and may assign more than one. You should assign yourself to all companies you call on.
To add a new rep click on the word 'add' under Reps. Select from the list of available Reps and click 'Submit':
Reps can also be added via the Modify Menu:
If you have more than one Rep assigned to a company you can indicate which is the Primary. Click on their name and select 'Make Primary' from the 'Rep Detail' menu:
Clicking on the word 'Reps' shows you all assigned reps. You can drill down to see their details:
Reps and Orders
The default Rep on the Order Form is controlled by user via Setup > Preferences > Overview > Order Form:
When completing an Order, you have the ability to change the Rep on that Order by selecting them from the 'Rep' dropdown menu before saving the cart and completing the Order:
Reps and QuickBooks
When TurnLink sends an Order, the Rep's initial are sent to QuickBooks. Their initials must be an exact text match to theirs initials in QuickBooks for the sync to work.
In the QuickBooks Sales Rep List (Lists > Customer & Vendor Profiles > Sales Rep List), you can set and alter the initials that correspond to the QuickBooks Reps. In TurnLink, you control the Reps in one of two fashions:
All Inside Sales Reps, which are your TurnLink Admin and Inside Users, can setup their initials via Setup > Users by editing the individual user's information.
The initials for Outside Sales Reps is controlled by entering the Company Overview of the Outside Sales Company where the Rep is a Contact and editing the Contact details. When adding a Contact in these types of Companies, the Initials field is available where it is not in all other TurnLink Company Overviews.
* Click Here for Inside Sales Rep (TurnLink user) setup institutions.
** Click Here for Outside Sales Rep (broker) setup instructions.