Table of Contents
Note: Once a property is set, it will only apply to future orders where that property is used. It wont apply retrospectively.
Setting Up the Account Manager Property
To track customers and orders by Account Manager, follow these steps:
Navigate to Settings > Properties on your supplier platform.
Select Dropdown List as the property type.
Choose a property name, such as "Sales Reps," "Account Manager," "BDM," etc.
Important: The property tag must be set to account_manager (all lowercase).
Attach the property to customers and orders (you may also choose to attach it to invoices and credit notes).
In the dropdown options, add the names of your account managers.
You can either assign a numerical value under "value" or simply repeat the name.
Want a detailed guide on how to setup properties? Check out this guide
2. Setting Up the Region Property
To set up the Region property, repeat the steps outlined above for Account Manager:
Go to Settings > Properties.
Choose Dropdown List and select a property name of your choice (e.g., "Region").
Important: The property tag must be set to region (all lowercase).
Attach the property to customers and orders as needed.
Want a detailed guide on how to setup properties? Check out this guide
3. Tracking Customers and Orders
Once you’ve created the Account Manager and Region properties, ensure that each of your customers is tagged with the relevant details.
These fields can be found in the Property section at the bottom of the customer page.
After the properties have been assigned to a customer, all future orders placed by that customer will automatically inherit the same Account Manager and Region tags.
4. Using Properties in Insights Reporting
You can leverage the Account Manager and Region properties to customise your Insights reports, making it easier to track performance by sales reps or region.
View this section for more details on our Insights Reporting