|
|
|
Support for the Blue Alligator applications
You are not logged in.
I am a Sales Agent, selling for four companies. Should I use the 'Catalogue' section to seperate the companies out, or is there something else I should use?
Offline
There's no right or wrong way to do this. It just comes down to how you want to manage your data (and how you want the order acknowledgement to look).
If you're wanting to manage a single set of data (for example, you want to use the same customer account data across all companies) then you can use one cloud account and use the catalogues section to separate the companies products as you've suggested. There would be nothing, system-wise, to prevent you from placing a mixture of products from the different companies on the same order. All order acknowledgements would look the same (i.e. a single company heading and logo).
If you're wanting to manage a different set of data for each company then it may be easier to use a different cloud account for each company. You can then use the Companies option in Sales Presenter to switch between the companies. You'd have the ability to customise the company headings and logos that appear on the order acknowledgements for each cloud account.
Offline
The seperate cloud accounts seems a better way, as the products for each company are completely different. There is some cross-over of customer accounts, but not total, and the Customer Codes are different, as they all use different accounting systems.
How do I create different cloud accounts?
Offline
Simply re-register for cloud accounts until you have enough to manage your companies.
Offline
| Apple, the Apple logo, iPod, iPod touch, iPad and iTunes are trademarks of Apple Inc., registered in the U.S. and other countries. iPhone is a trademark of Apple Inc. App Store is a service mark of Apple Inc. |