Select Traders

Reps (sales representatives) are configured in Company Set-up.

When Limited rep is selected, the login can only view and edit traders assigned to the rep linked to their company contact under the Details tab. Additionally, a list of traders that can also be accessed can be created in the Select Traders window.

Adding Traders to the Select Traders List

1. On the Set-up menu, click Company.
2. Click the Logins tab.
3. Select the login whose trader access you want to change.
4. Select Limited Rep.
5. Click Select traders.

   

6. In the Trader Code box, type a full trader code, or the start of a code. Click Add. The Find Trader window opens.
7. Double click the trader you want to add to the list.
8. Click close.
9. Click Confirm.

Deleting Traders from the Select Traders List

After opening the Select traders list:

1. Select the trader you want to remove from the list.
2. Below the list, click the [−] button. You are asked to confirm that you want to delete the record.
3. Click close.

See Also