Every online order lands with a rep who covers it
New online orders wait on the dispatch board until a rep takes them. The area’s reps get a push and can claim the order in the rep app, or the dispatcher assigns it, and either way it goes only to a rep the area lists.
- Order’s service area
- North
- Reps the area lists
- 2
- Rep chosen
- Not listed
Refused · Refused: that rep does not cover the order’s area
How an order finds its rep
The order arrives
An order from the customer app waits unassigned. The area’s reps get a push; an order in no area notifies the whole subsidiary.
Claim or assign
A rep claims it in the app, or the dispatcher picks one of the area’s reps on the board.
Confirmed
The order is confirmed for that rep, from the rep’s own warehouse.
Followed through
The board shows each rep’s orders as confirmed, out for delivery and delivered.
Details that matter
Orders stay in their area
An order inside a service area goes only to a rep that area lists. One placed in no area is open to any rep.
A map of both
Switch the board to a map showing the orders and where each rep last reported.
Assignment is a permission
Assigning from the board needs the Approve level on sales orders.
Questions buyers ask
Can two reps claim the same order?
No. Once a rep has it, it is no longer open, and the next claim is refused.
Can I give an order to a rep outside the area?
No. Add the rep to the service area first, then assign.
Which stock does the order use?
The assigned rep’s warehouse, which the order takes when it is confirmed for them.