We are changing the way our commissions are figured. Until now, we've selected sales reps for each transaction, but we are switching it and assigning sales reps to all the existing customer. There will also be a generic sales rep for sales that don't involve any work. Instead of paying commission on those, that money will go back to the store. For this to work right, I need to start out by making ALL of our accounts show the "house" as being the sales rep.
I know this can be done using a query in the Administrator, but it's been so long since I've messed with them that I can't remember where to begin. Can someone help me?
*This post is locked for comments
Thank you so much! This fixed my road block! Now, I can go through and assign sales reps to the other customers.
BACKUP FIRST!!
Setup your generic Sales Rep | go into SO Admin and log in | Query | New | type "SalesRep" without the quotes and hit F5
Find your generic rep and note the ID number
Then open a new query and type the following;
UPDATE Customer SET SalesRepID = x x is the ID number from the SalesRep query
hit F5 to run it | exit the SO Admin without saving the queries
BACKUP FIRST !!!
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,902 Super User 2024 Season 2
Martin Dráb 229,336 Most Valuable Professional
nmaenpaa 101,156