When creating a customer the ‘Allocated to’ field needs to be filled in. This field refers to the sales reps that are allocated to that specific customer. You can choose one or more reps to add to this field. This is a required field since each customer needs to belong to at least one sales rep. Sales reps who are not allocated to a customer will not be able to see that customer’s information nor will they be able to create orders for that customer. If multiple sales reps are allocated to a customer then they will all be able to see that customer, they will all be able to create orders for that customer, and they will all see the entire order history for that customer (including orders created by other reps).

In Onsight, by default, only administrators can add or edit customer accounts. In order to allow sales reps to add or edit customer accounts, follow these instructions: How do I allow sales reps to add and update customers? .

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