Skip to content
AR Edara website

Editing or Unlinking a Customer from a Salesperson

Last updated:

If your sales representatives move between branches frequently, you may need to reassign customers to different salespeople from time to time.

Editing or Unlinking a Customer from a Salesperson

1- From the Customers Page

  • Go to the “Sales” module.
  • Click on “Customer”.
  • Use the 🔎 icon to search for the customer name.
  • Click on “Edit”.
  • In the “Salesperson” field:
    • Select "Please select" to unlink the customer from the current salesperson.
    • Or choose a new salesperson from the list to reassign.
  • Click on “Update” to save changes.
1- From the Customers Page — Click on “Update” to save changes.

2- From the Customer Data Page

  • Go to the “Sales” module.
  • Click on “Customer Data”.
  • Make sure the Salesperson is visible from the column settings “Custom view”.
  • Click on “Generate” to load the data.
  • Find the customer whose salesperson you want to change
  • In the Salesperson column:
    • Select "Please select Item" to remove all linked salespeople. Or choose a different salesperson from the dropdown menu.
  • Click on the “➕” icon to apply the change.
  • Click on “Save”.
2- From the Customer Data Page — Click on “Save”.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

Sales order Creating a Sales Order Sales orders help in recording all the details of sales transactions, making it easier to track orders and analyze… Customer Linking a Salesperson with a Specific Customer Linking salespersons to specific customers helps build stronger relationships, leading to improved customer… Customer Deactivating a Customer If you’ve stopped dealing with a specific customer, you can deactivate their account to prevent any accidental… Customer Editing the AR Account Linked to a Customer To ensure accurate account management, you may need to edit the receivables account (AR) linked to a customer.