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How do I assign a customer or sales rep to a parent/manager?

On the Store Manager, click on "Customers" (highlighted in red), then click on "List" (highlighted in blue), and then select an existing customer and choose "Parent" (highlighted in green) from the list of options that appear below the customer's name. From here, find and select the parent/manager in "Main Accounts" or "All Accounts" from the drop-down list (selected in the screenshot below). You may not see all of the accounts in "Main Accounts" because "Main Accounts" are accounts that have subs. An account that has a sub/child becomes a parent. To save and finish, click "Update", which is located at the bottom left of the page.



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