How to assign warehouse locations to sales reps

1. Navigate to the Representatives Management Section:

• On the left hand side menu, go to Users->Field reps

2. Select the Representative:

• Locate the representative you want to assign a warehouse to. This might be done through a list or a search function.

• Click on the representative’s name or profile to open their details. Then click "Edit".

4. Assign the Warehouse:

• Within the representative’s profile, look for an option to assign or manage warehouses. This might be at the bottom.

• Select the warehouse and move it to the right column.

5. Save Changes:

• After selecting the warehouse, make sure to save the changes.

• Confirm that the representative now has the warehouse assigned by checking their profile or the warehouse assignment list.

6. Verify the Assignment:

• Optionally, you can verify the assignment by having the representative log in and check their access to the assigned warehouse.