Link a sales rep to a POS (or a group of POS)

Linking users to a group of stores

Unlinking users

 

Linking users to a group of stores

1 In the STORES section, identify the stores needed either by performing an advanced search or by opening a predefined group of stores.

Info

With the advanced search, you have the option to copy and paste a list of POS codes from an excel file/notepad in the CODE field or to use any other available filter.

2 Select all of the POS by clicking on SELECT ALL and click on the link to POS icon: icons-link-to-user_2x.png

3 Check the name(s) of the user(s) and click on APPLY to confirm the changes.

Unlinking users

1 In the advanced search, enter/select the name of the user(s) from the drop-down in the contact field and click on SEARCH.

2 Select ALL the POS by clicking on SELECT ALL and click on the link to POS icon: icons-link-to-user_2x.png

3 Uncheck the user's name and click on APPLY to unlink.

link12.png

 

Good to know

You can do that in batch as well through SFTP.

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