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Teams
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Teams

Split a company into stores or sales teams that each see only their own work.

Overview

A team is a store or sales group that sees only its own orders, customers and reports.

What a team is

A team is a group of people with their own warehouses and sales sources: usually one store, or one sales desk such as a distributor's north and south teams. Members of a team see only the orders, invoices, customers' money owed and reports of their team. People in no team keep the access their role gives.

Team memberTeam leadAdmin
Orders, invoices, returnsTheir team'sTheir team'sEveryone's
Reports and dashboard figuresOnly if the team allows itTheir team'sEveryone's
Stock of other storesSee, not changeSee, not changeSee and change
CustomersFind and bill any customerAlso edit credit terms of the team's customersEverything
Orders shipped from another team's warehouseAskApprove for their warehouseApprove

Create a team

  1. 1Open Settings → Team and Access → Teams and click New team.
  2. 2Name it and choose the kind: Store or Sales team.
  3. 3Pick the Leads and Members.
  4. 4Pick the Warehouses the team sells from and the Sources its orders come in from.
  5. 5Tick Members can see reports if everyone in the team may see its figures, not just the leads.
  6. 6Click Save.
Figure 3.1  A store team: lead, members, warehouse and sources
Figure 3.2  Teams with their leads, members, warehouses and orders

How work is split

  • An order belongs to the team of the person who made it, and stays with it.
  • A counter bill belongs to the team of the outlet's warehouse.
  • A customer's money owed and payments stay with the team that made each invoice; the customer is shared across the company.
  • When an order must ship from another team's warehouse, that team's lead approves it; the order stays with the team that took it.
Figure 3.3  An admin sees every team's orders; a team member sees only theirs

Tip  Teams are optional. A company with one store does not need them.