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Routing FAQs: Update Salesman Stops

Distributor steps for changing the salesman on a customer stop in Encompass: edit the Stop and pick a route assigned to the new user, since the stop name comes from the route. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How To Update Salesman On A Customer Stop
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  1. Using Universal Search, navigate to the Stops table.
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  2. Search for the Stop you want to modify then click the pencil icon to edit.
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  3. Choose a new Route with the preferred User then click the Save Changes button.
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    ​NOTE: The Name field on the Stop record cannot be edited and is populated by the User on the Route. By adjusting the Route, the Stop record populates with the new User assigned on the Route record.

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