Common questions
Who can use this: view sales-rep, view routes, or manage sales targets Where to find it: Sales Rep Module
What is this?
Short answers for problems staff hit with this menu.
Before you start
Confirm the feature switch is on.
Common problems
| Problem | Solution |
|---|---|
| CHECK: the menu is not named Van Sales | Use Sales Rep Module. A vehicle trip list is not a separate menu item. |
| The rep sees no customers | Attach cities to the route, then customers to those cities. |
| Staff still cannot see the menu | Sign out and sign in again after permissions change. |
Tips
- Change one setting at a time.
- Test with one bill before you train the whole counter.
What you will see
The menu matches the permission on the role.