How to assign salesperson?
In Metro ERP, assigning a salesperson to a customer, lead, or sale order can be done directly within the relevant module. Here’s a guide for each:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.
2) Inside the Sales module, click on "Orders >> Quotations" menu. This is where you can create your quotations.
3) Click On the Create button to create a quotation.
4) Fill all the necessary details for the quotation including customer, products, expiration, pricelist and payment term and then Click on the "Save" button.
5) The salesperson name is automatically assigned as the logged-in user name at the time of creating quotation. If you wish to change the assigned salesperson, simply update the Salesperson field in the quotation or sales order with the desired name, and save the changes.
6) Once a salesperson is assigned to a sales quotation or order, the same salesperson will automatically be assigned to the invoice generated from that sales order. If needed, you can manually update the salesperson in either the sales order or the invoice at any time, ensuring flexibility in case of any changes.
To get more details how to assign salesperson, please do contact us at support@metrogroup.solutions