Order Routing |
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Each of your clients can be assigned to an Order Routing Group that you
create. This lets you automatically assign that client's orders to a
predetermined group of your XSite users - or a specific XSite user - who will
manage those orders.
First, you'll need to create the Order Routing Group and assign some XSite users to it. To do so...
Once you've created a Round Robin Group, you can assign clients to it. To do so...
Now the contact will display the routing assignment in the Order Routing column.
Any Order Routing Group can be set as the default group. This means that anyone who logs into your XSite to place an order - but who is not assigned to a specific Order Routing Group - will be assigned based on the Order Routing Group you marked as the default.
To set any Order Routing Group as the default...
Another option is to assign a client to one specific XSite user - which is perfect if one of your clients has a dedicated representative or account manager. To assign a specific employee to a client...
Now, the contact will display the employee assignment in the Order Routing column.
Naturally, you can undo any routing assignments that you've previously established. To undo these assignments...
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