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#1 2013-05-30 14:48:21

Paulp
Junior member
Registered: 2012-12-03

Delivery Addresses

I have customers with numerous delivery addresses. For the rep to select the correct delivery address i have to manually attach a rep and a address number to each address for that customer in the delivery address table. This can be time consuming. Is there another way to do this or can sales presenter not assign the rep based on the customer and then a number to the addresses.

It

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#2 2013-05-30 18:23:00

admin
Administrator
Registered: 2008-02-09

Re: Delivery Addresses

The address numbers do need to be fixed for each address rather then generated by the cloud process or SP, and each address would need the rep code if you're wanting to use rep restrictions. Since you're interfacing to a back-office system, is there any way to tweak the interface to automatically populate the necessary fields in the CSV file you're uploading?

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