Broker Records

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Added with the Odwalla Plugin, Broker records are part of the sales hierarchy for customers.

How to Create a New Broker

Broker Record
  1. Go to Records > Customers > Sales Hierarchy > Brokers.
  2. Click New.
  3. Specify a number by either selecting a provided number or entering a new one.
  4. Enter the Name.
  5. Click Save.


Customers Panel

This panel lists the customers this broker is assigned to.

  • Show erased customers - Click this link include erased customers in the grid.
  • Map - Check this box to display the assigned customers' locations in Google maps.

Reports Panel

This panel shows any reports related to Broker records. For more information, see Reports Panel.