Hi All, Is there a way of automatically selecting the sales rep when recalling work orders so that the sales rep that took the initial transaction and deposit is automatically credited with the commission when the customer comes back to pick up / pay for their goods?
At the moment we would have to rely on staff being very honest and select the original sales rep and they would also have to check a customers receipt or look through the journal to find out who the original sales rep was.
This seems to me to be a common practice as the person that has done all the hard work initially to get the sale should take the commission rather than the person who is processing the transaction when the customer collects their goods.
V2.0
Thanks Matt