Proposal Summary
This proposal encompasses the development for the Salesrep update in the customer record created from webstore. The objective is to assign the exact sales territory and sales rep to the customer created from webstore.
Requirements
CGS Mule has expressed the desire to assign the right sales rep to the customer record when the customer gets created from webstore.
Here is the current process. Some order something online. That creates an email to the sales rep, so they have visibility of all web orders into their territory. They will often have to follow up on the orders. So, we cannot wait until the end of the day to make these changes. The right territory needs to be assigned to the right rep so the email can go to the right person.
Deliverables
The proposed solution is when the customer record is created from the webstore, we will check if the default billing address is populated or not. The reason for checking the billing address populated is because the Sales rule in the Sales territory depends on the Zip Code, State and Country of the customer.
Whenever the default billing address is populated in the customer record, we will perform the validation to verify if the sales territory is correctly assigned in the customer record.
We will deploy a Workflow in the Customer record and we will add 4 saved searches conditions in the workflow; each saved search condition serves as sales rule for four territories. We will include all the sales rule criteria in the saved searches.
If the sales territory and sales rep are assigned incorrectly in the customer record, the workflow will compare the default billing address with saved search conditions and assign the correct sales territory and sales rep in the customer record.
Assumptions
- The development will be applicable only to the customer created from webstore with default billing address.
- The sales rep will be reassigned as per the sales territory reassignment in the customer record.
- The workflow will be work in the edit context as the billing address will be populated after the creation of customer record.
- The 4 saved searches created for criteria checking should not be removed from the CGSM account. We will name the saved searches like this “**DO NOT DELETE — Used in WF: Sales Territory (Territory 1- MARTIN)”
- The default billing address must be populated within the customer record to assign the sales rep.
- We assume that the field WEB LEAD will check when the customer created from webstore.
- We believe that the Sales order will be created, and email will send to the Sales rep from Sales order only after the default billing address populate and reassignment of sales rep in the customer record.
- We believe that the sales rep assignment in the customer will be according to the sales territory in the below screenshot.
Limitations
- When the default billing address will not be populated in the customer record, the sales rep will not be reassigned as per the sales territory.
- If there is a new territory created with new rules, we need to create new saved search to incorporate the sales territory in the Worflow.
- In the event of any changes to the sales rules, it is essential to adjust the saved search criteria in accordance with the updated sales rules.
- If we remove the saved searches from the UI, the workflow will not work as expected.
- If the sales representative changes, the workflow must be update accordingly.
Queries
- If there is a scenario that no default billing address set from webstore, do we need to set any default territory and sales rep in the customer record?
- When we checked the sales rule in CGSM account, there are sales rules related to industry field, do we need to consider industry sales rule criteria while the customer created from webstore?
