Forum Discussion
Thank you for the update.
It appears the "Salesperson"field does not update.
I have tested this in the testing site "Clearwater" - I updated the "Sale comment and Shipping method" fields and these work. However not the "Salesperson" field.
It appears there are two fields for a "Sales person" and "Salesperson Card ID"
Refer to the attached file upload below.
Have I missed something from the template?
Hi CTeni,
Thank you for sharing the screenshot. When importing, we advise matching the name of a supplier card in the card file. If the entry in the primary supplier field includes non-alphanumeric characters, it will be disregarded.
Moreover, the entry in the Primary Supplier field should follow this format: <Co/Last name>, <First name>. For individual primary suppliers, the card is exported as <Last Name>, <First Name>. For company primary suppliers, it's exported as <Company Name>.
Feel free to post again, we're happy to happy help!
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Regards,
Earl