How can I associate a Sales Person with a particular invoice?

Each Brokerage or Shipping Worksheet in cieTrade.net can have a Sales Rep associated with the sale. There are two ways that a Sales Rep can be applied to a Worksheet: the Rep can be applied automatically from the default on the Counterparty; or the Rep can be manually added to the Worksheet.

The Customer's default Sales Rep (this is the Primary Sales Rep on the Counterparty) will automatically populate in the Sell Rep field on the Brokerage Worksheet or the Sales Rep field on the Shipping Worksheet once a Customer is selected. Please note that this field is not locked down and can be changed, if necessary.

Alternatively, the Sell/Sales Rep can be manually applied to a Worksheet by selecting a Sales Rep's name from the drop-down menu.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.