ID513

Send copy of equipment sales invoice to sales rep

Output Type: Email

Sales reps can apply for points from manufacturers by going to the mfg's website and entering in the sales invoice/serial#'s for their sales. Of course we all know it's the manufacturers way of "buying" the details of all our sales to our customers for their equipment. And history has shown the manufacturers do not hesitate to use this information against the dealers if/when the relationship is discontinued. Some dealers have their sales reps use the dealership name as the "customer" name when registering the sales information for their points so the mfg's never really has the customers actual information. This alert will provide the salesrep the required information so they can register the sale, but you can specify whether the invoice copy to the rep includes the actual Customers' name or uses your dealership name instead. The invoice can also not print any items on the invoice if that item is assigned to the category you specify. The invoice goes as a PDF file to the sales rep on that invoice. 

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