Practical Ordera guides

Salespeople and price lists

Identify the salesperson without confusing that flag with permissions, and check the applicable price list.

Lesson 18 of 270 of 27 completed · 0%

27 lessons

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What you will learn

  • Identify the user marked as a salesperson; that flag does not grant additional permissions by itself.
  • Check products and prices in each list.
  • Verify the salesperson and list in a sample order.

Workflow steps

  1. Identify the salesperson

    Identify the user marked as a salesperson; that flag does not grant additional permissions by itself.

  2. Review price lists

    Check products and prices in each list.

  3. Check the order

    Verify the salesperson and list in a sample order.

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