How do I add or remove my sales representatives?

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You can assign orders to specific Sales Reps to make calculating commission even easier. You can choose your rep from the dropdown in the sales order or even add a new rep by simply typing into that field. inFlow will save the new Rep name and make it available when selecting a rep on your next order.

To change Sales Reps already in the system:

  1. Click Main Menu > Settings > General Settings.
  2. Choose References from the menus on the left.
  3. Click the Sales Reps button.
  4. In this window you can add or remove Sales Reps as you see fit.
  5. When you’re satisfied click Save & Close.
Yun Ling
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
February 15, 2012