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Bulk salesperson change

Owned by Alice NIYIGENA
Last updated: May 22, 2024
2 min read

This document provides instructions on utilizing the Bulk Salesperson Change feature in Pulse 2.0. This feature was created to facilitate bulk updates of salesperson information on contract references, ensuring accurate salesperson details are maintained. Only a user with an Admin and Back Office Management role can do this.

  • If a sales order contains multiple contracts, certain restrictions apply:

    • Contracts cannot have different salespeople; only one salesperson can conduct a sale.

    • It's not permissible for some contracts to lack a salesperson while others have one (and vice versa).

  • When making changes, if the user knows the sales order ID, specifying the contract IDs beneath it is unnecessary; the sales order ID suffices.

  • The maximum upload limit is 500 rows.

  • Only users holding a Sales role are eligible to be added to a sale.

 

Instructions to follow:

  • By clicking on the 9 dot menu and then clicking on orders

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  • At the top right side, there is a button marked as Bulk salesperson change. by clicking on it, It displays where to upload a file.

image-20240422-122302.png

The file to be uploaded should include “sales_order_id,sales_person“

 

BBOXX