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    How do I add or deactivate a Sales Representative?

    How to create Sales Reps

    Creating a Sales Rep

    1)  In Cloud POS backoffice , click the menu icon;

    2)  In the Setup section, click Sales Rep. Setup;

    3)  The Sales Rep list will display;

    4)  Click the New button on the Sales Rep list:

    5)  Fill in Name and Email fields.  These are required fields.  You can also enter a Telephone number if needed.

    6)  You will also be able to set the Primary Store.  This should be the location at which the Sales Rep is normally based.  The Primary Store specified here allows prioritisation of listing the Sales Reps in POS.

    The rep number will auto-populate and cannot be changed. 

    7)  Finally, click Save Changes.  This will save your new Sales Representative, and it will now be possible to assign this Sales Rep to transactions or individual items on transactions.


    Deactivating a Sales Rep

    1)  In Cloud POS backoffice , click the menu icon;

    2)  In the Setup section, click Sales Rep. Setup.

    3)  The Sales Rep list will display.

    4)  Untick the Active tickbox next to the Sales Rep you wish to deactive.

    5)  Click Save Changes.

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