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“Not Specified“ Sales Rep assigned to quote (Customer does not have sales rep)

  • Go to Magento Admin panel - Salesforce - Negotiable quotes

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  • Go to Magento Admin panel - Customers - All Customers and create a new customer

  • Click on the “Account Information“ tab

  • Leave “Sales RepresentativeNot Specified“ as “Not SpecifiedSales Representative

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  • Go to Magento Admin panel - Sales - Quotes - Create New Quote

  • Select previously create customer

  • leave “Sales RepNot Specified“ as “Not SpecifiedSales Rep

  • Click Save & Send button

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Not Specified“ Sales Rep will stay in “Sales Rep” drop-down list. Also “Not Specified“ Sales Rep will be shown on the Quotes grid

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The quote owner is Data.com Clean

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“Not Specified“ Sales Rep assigned to quote (Customer has sales rep)

  • Go to Magento Admin panel - Customers - All Customers

  • Edit previously created customer

  • Click on the “Account Information“ tab

  • Select “test“ as “Sales Representative“ (for example)

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  • Go to Magento Admin panel - Sales - Quotes - Create New Quote

  • Select previously create customer

  • Pay attention “Sales Rep“ is “test“ - selected from customer

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  • Select “Not Specified“ as “Sales Rep

...

  • Click Save & Send button

Sales Rep“ will automatically change to sales rep which assigned to customer

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Also “test“ Sales Rep will be shown on the Quotes grid

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  • Click on the “Salesforce Quote id“ link

The quote owner is test

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  • Click on the “Salesforce Opportunoty id“ link

The quote owner is test

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