For users that have converted to the Final Salesperson Assignment Logic, you will notice that your Company Info page has changed. You now have a "Salesperson Assignment Settings" module, as shown in the screenshot below:
Below is a brief description of each of these settings:
| Setting | Description |
|---|---|
| Default Zip Code for Salesperson Assignment | This is the controller for whether Bill-To or Ship-To Zip Code is evaluated for a customer's given Territory Salespeople. If Bill-To, the Bill-To Zip code will be used by default, and there is a Customer-Level checkbox that allows you to set an individual customer to assign by Ship-To. If Ship-To, there is no functionality to allow customers to be assigned by Bill-To Zip Code. This value cannot be changed on the User's end -- you must contact support@markettime.com if you wish to update this setting. |
| Selling Rep Wins | This will enable the Selling Rep Wins tiebreaker for your agency. Please visit our article here for more information on this tiebreaker |
| Use Territories | This setting will enable/disable Salesperson Territory consideration for Order Assignment. If disabled, no Salesperson Territory Rep will be considered, and many Territory-based dependencies across the system will be lifted. |
| Un-Assignable Orders | For orders where a single Salesperson cannot be determined as the Assigned Salesperson, you have the option to configure whether your Orders receive no assignment, or, if the Order should be assigned to a designated Rep. If choosing the second option, you must designate a Salesperson to be assigned to these orders with the "Select Salesperson" Drop Down. |
Please note that no Order information will be retroactively updated by changing any of these settings. These settings configure how your assignment logic will work for orders that are written after making changes.
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