Adding an employee

In order to use Comarch Mobile application, it is necessary to add an employee (sales representative) who will later be attached to a user in Management application. First, go to the Partners application, click the  icon and select [New person]. In the opened window, fill in the following fields:

• Partner – the employee’s acronym
• Name – the employee’s full name
• Partner search string
• Address – the employee’s residence address
• Organization responsible
• Sales representative (parameter selected)
• Assigned organization

Employee view:

• Employer

Data entered must be confirmed by selecting the  button.

Adding the employee to contact persons

Once the employee is created, it is necessary to add this employee to employer contact persons. To do so, open the employer (organization) form in the Partners application and select the  button in the lower part of the window. For the newly created line item, enter an acronym or search the previously added employee.

Sales representative logon authorizations

As the next step, go to the Sales representative logon authorizations application, click the  icon and select the option [New] in order to add the previously added representative, along with that representative’s sales organization data, to the displayed list of employees. Data entered must be confirmed by selecting the  button.

Assigning an employee to a sales channel

The next step is to assign the employee to the previously created sales channel. To do this, open the Sales channel partners application and create a new association by clicking the  button and selecting the option [New]. Next, it is necessary to select an appropriate sales channel, the created partner (employee) and a relevant customer type.

Data entered must be confirmed by selecting the  button.

Export of changes

As the next step, it is necessary to export all the changes made. For that purpose, open the BUS export data batch application and select the created sales channel on the Application tab, as well as a relevant processing queue on the Batch settings tab.