KB Article #1175
Once a salesperson is assigned to a trading partner, the salesperson can see parts orders from that repair facility.
Additionally, you can select up to three backup salespeople for a Trading Partner. Use the Backup to Salesperson feature to ensure orders are processed quickly, even if the primary salesperson is not available.
Note: The original order will not be seen, but any new orders can be viewed by the assigned Salesperson.
To add a salesperson:
- From the RepairLink tab, click Application Setup. Note: You can also access these settings directly from a RepairLink transaction. See Managing Trading Partner Details from a Transaction.
- Click Trading Partner Configuration.
- Find the repair shop's Company Name on the list and double-click to view the details.
- Select a Backup Salesperson from the drop-down list. You may select up to three for each Trading Partner.
- Click Save when you are done making changes.