Sales agent/representative per order instead of per client

Using my Dolibarr CRM/SRM Modules
1

Hi all,

Currently, Dolibarr allows for assigning one or more sales agents (commercial representatives) per client. But our sales agents work per order, not per client. Is there any way to assign sales agents at the creation of orders instead of assigning them to clients?

Thanks a lot!

2

Hello Antonio, you can set your representative for the order on the order contact tab (internal contact).

3

Dear Altatof, thanks a lot for your quick reply! :+1:

We do set the internal contact like that already in the order contact tab, but still in the margins section (/dolibarr/margin/agentMargins.php), it does not take the sales representative into account. In this margins section, it still attributes the results of the order/invoice to the representative which is set in the client tab.

What we like to do is assign a representative per order, and that this representative is the one to whom the results of the order are attributed in /dolibarr/margin/agentMargins.php.

Is that possible?

Thanks again!

4

hello, did you check the margin module setup ? (last parameter)

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Capture du 2020-03-25 11-03-521281×710 80.9 KB

5

Dear Altatof, thanks! You are officially my hero today. It works perfectly! :clap: :+1:

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