PorterSoft Solutions... Manage Your Entire Business With a Simple Click | PorterSoft Solutions
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Setup

Right arrow File Maintenance
  • Parent Company Info. / Settings
  • User Levels
  • Users / Employees
  • Sales Rep Network
  • Expense Report Categories
  • Departments
  • Divisions
  • Locations
  • Warehouse Locations
  • Customer / Vendor Terms
  • Customers
  • Customize Forms
  • Default Document Comments
  • Notifications
  • Vendors
  • Chart of Accounts
  • Manufacturers
  • Shippers
  • Services
  • File Storage Administration
  • Customer Service Groups
  • Sales Rep Groups
  • Bdgt/Trgt/ER-Rule/PO-Rule Groups
  • Shipper Groups
  • View Data Imports
    • Right arrow Products
  • Products Administration
  • Product Categories
  • Default Shipment Packaging
    • Right arrow Data Linking
  • Link Products / Vendors
  • Link Products / Categories
  • Link Products / Divisions
  • Link Products / Customers
  • Link Customers / Sales Reps
  • Link Customers / Customer Service Reps
  • Link Customers / Shippers
  • Link Divisions / Products / GL Accounts
  • Link Divisions / Products / High-Low Limits
  • Link Divisions / Employees
  • Link Divisions / Approvers
  • Link Divisions / Vendors
  • Link Warehouse Locations / Employees
  • Initializing Products to Warehouse Locations
  • Pricing Levels / Default Adjustments
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    Link Customers / Customer Service Reps

    Linking Customers to Customer Service Reps
    Various linking types supported:
    • Direct to Customer
    • CSR Group
    • Division
    • Zip Code Range

    Once sales order is created, employee linked as csr will be responsible for order.

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    View Existing Links
    Filter existing customer / csr links.

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    Virtual Office
    Accounting
    Purchasing
    Sales
    Inventory
    Employee Time
    Setup
    Go Mobile...
    Merchant Services
    Build My Application
    Full Feature List...
    		 Support
    FAQs
    Contact Us     		Pricing
    		 Signup
    Customers
    Earn a Residual...
    		 Terms
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    [email protected]
    Direct: 864.556.6962