How do I setup a Sales Rep in OrderMaxx Software?
4/11/2012 12:36:00 PM
Please follow these steps in setting up a Sales Rep in OrderMaxx Software, Version 9.0:
1. Log into your OrderMaxx Control Panel
2. Navigate to Website Admin > Store Admin > Update Accounts and "Search For The Account". Typically this is going to be your company. You will need to enter your company information if it does not exist.
3. Once you have found your Account, please "Edit" or "Add" a Contact with this account. Once you are on the "Edit Contact" screen you will see an option drop down called "Sales Rep". If you select "No Sales Rep" which is the default this contact will not be a Sales Rep. If you select "Sales Rep" this contact will start to show up as a "Sales Rep" in other parts of the software.
4. You can add as many Sales Reps as you want in the system.
If you are still having problems, please call 888-433-1040 Ext. 201 for assistance.