One Default Rep for All Orders
To map a single rep for all orders, follow these steps:
- Login to Connex
- Choose your connection from the drop down and click configure
- Expand the Transaction Tab, choose the sales rep from the drop down
- Click save settings.
Map by Rep by Store
You must create a rule to map a sales rep by store name:
- Login to Connex.
- Top Right, click Settings>Rules Engine
- Click the blue, 'Action' button>Add new rule.
- Add a new rule:
- Click submit Form.