Operations Operations - Manually Set Employees Sales Rep Code

1. Navigate to "Operations" section

   You can assign a sales rep code to employees using the "External ID" field in the Operation Portal. First, navigate to the "Operations" section.

   

2. Click "Employees"

   Then, click "Employees". In order to access and update "Employees" you will need to be set up as a "superuser" or have the role of: "administratorEdit".

   

3. Click the more details icon

   Next, click the more details icon to view the employee details.

   

4. Click the "External ID" field

   Scroll to the Authentication section of the Details page and click into the "External ID" field. Enter the sales rep code for the employee. You can enter your preferred value, or the code can be synced from your ERP. In this example, we will enter "GJ".

   

5. Go back to "Employees" screen

   You can also enter External ID's to multiple employees quickly by using the data grid view. First, click "Employees" in the bread crumb menu at the top of the "Details" screen.

   

6. Click the "Data" tab

   Then, click the "Data" tab to access detailed employee information in a spreadsheet view.

   

7. Click the "Show/Hide Columns" icon

   Next, click the Show/Hide Columns" icon to view additional column options.

   

8. Select "External ID" column

   Click the checkbox for "External ID" to include this column in your data grid view.

   

9. Enter code in the cell

   Click in the cell for the "External ID" column to update its value. In this example, we will enter the initials, "AMS" and hit enter. You can quickly populate the sales rep code for each employee in the grid view by repeating this process.