Part 5: MREPS – Customer Master & Territory Management
Multi-Line Customer Master Concept
As multi-line sales reps, your customers buy products from multiple manufacturer principals. MRSware MREPS allows you to assign unique Manufacturer Account Numbers for each principal under a single Customer record.
Sales Rep & Territory Assignment Rules
Assign primary sales reps and territory codes by customer location or manufacturer line. MRSware automatically defaults sales rep splits on incoming orders, invoices, and commission statements based on territory rules.
Sales Rep Management & Account Reassignment
When a sales rep leaves or changes territory, use Sales Rep Management to reassign accounts in bulk, edit territory split ratios, or re-enable inactive sales reps while preserving historical sales credit.
Resolving Duplicate Account Numbers
Prevent reporting skew by running the Duplicate Account Number Cleanup Wizard to consolidate duplicate account numbers assigned across different factory feeds.