Translations:Portofolio/26/en

Usage

Portofolio features are accessible from the main menu tab Patas-M Tools.

Your secondary menu then presents the following menu entries: - Portfolio: The main entry allows the assignment of users to third parties as sales representatives. - Sales Representative Assignment: Allows access to the Sales Portfolio Manager. - User Distribution: Allows advanced management of user groups. - Category Breakdown: Allows advanced management of native categories. - Task Assignment: Allows assigning tasks to a specific profile. Has a session dedicated to Reports: Outstanding by customer: Allows access to the Management of outstanding invoicing through a list of Third Parties as well . Outstanding by salesperson: Allows access to the Management of outstanding invoices listed by salespeople. Orders by Salesperson: Allows access to current orders by salespeople.

Assigning users to the third party as salespeople

From the Patas-M Tools > Portfolio > Salesperson Assignment entry, display the existing assignments between your users and your third parties.

Filtering affected third parties and commercials Use the filters to refine your search for third parties. Click the "Search" button to refresh the results page.