Help Resetting Sales Reps

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Posted on by Community Member Microsoft Employee

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?

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Community Member Microsoft Employee on at

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Re: Help Resetting Sales Reps

Thank you so much! This fixed my road block! Now, I can go through and assign sales reps to the other customers.
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Jeff @ Check Point ... 13,380 on at

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Re: Help Resetting Sales Reps

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 !!!