How to assign a rep to a retailer
Before a sales representative can receive orders directly from retailers in MyBrandz HUB, they must first be added to the system. This ensures smooth order processing, better communication, and efficient sales management.
Follow these steps to assign reps to retailers and streamline your order fulfillment workflow—enhancing productivity and retailer support.
Check Sales Rep in The System
To assign a rep to a retailer and allow them to receive orders directly, you first need to make sure your rep is in the system.
To do this, go to the representatives tab in the menu. If your rep is not present, click add and enter their details tails.
Assign the Rep to Selected Retailer
To assign a rep to a retailer and allow them to receive orders directly, you first need to make sure your rep is in the system.
To do this, go to the representatives tab in the menu. If your rep is not present, click add and enter their details.
Add Addition Email (Optional)
Once selected, you will see the rep’s email address pop up. This is the email address where this particular retailer’s orders will be sent to.
You can add additional email addresses for the orders by clicking on the add email button.