link the sales person to the customer
When entering a sales order you can prompt for the sales person. If you have a large number of customer and sales persons, you cannot expect the person entering the order cannot be expected to remember the sales person for the account.
If the sales person was linked to the customer and then at time of enter sales order, the sales person would default to the correct sales person. Same as happens with price lists.
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David Bilbow
shared this idea
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David Bilbow commented
Hello any movement on this issue please?