Sales groups - making collaboration easier13 Apr 2009
We're happy to be able to announce a new feature - Sales groups.
Using sales groups allows you to control who has access to what customer orders. This is really useful if you have sales agents who you only want to have access to their own orders. It's also great for dealing with different sales teams. Finally, if you have subsidiaries in different locations you can create more sales groups to invoice from different addresses and with different VAT numbers.
Here's how it works: Click on 'Sales groups' in the sidebar menu. Create a new sales group. You only have to fill out the name of the sales group. Other fields are optional. Use these if you want the sales group to use different details from your main group.
To choose which sales groups a user has access to, click on 'Users' and 'edit'. There you can select the groups whose orders you want the user to be able to see.
As always, we'd love to hear feedback on our new features - let us know by emailing us at firstname.lastname@example.org