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How To Assign a Dividers Store

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Assigning a store removes access to the store for all Sales People and Sales Partners (ISOs) except the assignee(s). A store is considered assigned if there is an entry in the Store Assignment section of the Dividers Store Document and there is either A) no "Release After" date, or B) the "Release After" date is on or after today's date.

Tip

There are two ways to assign Dividers Stores to sales:

  1. directly using the Document form, and
  2. from the Document List using the Document List menu.

Assign a Store From The Dividers Store Document

Use this method if you are using the Document Form already.

  1. Open the Dividers Store Document you want to assign.
  2. Towards the bottom of the page (above "Add a Comment"), click "Show more details"
    Show more details
  3. Expand the "Store Assignment" section and add a row as detailed below.
  4. Click the blue "Save" button in the upper-right corner above the form.

Store Assignment Section

Document Type*
Select the DocType you want to assign to: either a Sales Person or Sales Partner/ISO.
Assignment*
Select the Sales Person or Sales Partner/ISO you wish to assign the store to.
Release After
Enter the last day the assignee will be assigned to the store, if applicable.
Notes
Enter notes as appropriate

To see this view, click "Edit Row" after adding at least one row to the "Store Assignment" field.

Store Assignment Row

Assign a Store From The Document List Menu

Use this method to assign multiple stores at once, or for a quick way to assign a store if you don't need to examine it in detail.

  1. Open the Dividers Store List.

    Important

    If you skip this step, the Actions menu will not appear.

  2. Select the Dividers Store or stores you want to assign.

    Store Assignment Menu Item

  3. Open the Document List "Actions" menu and click "Assign Stores to Sales".

  4. Fill out the for that appears on the screen as described below and click "Assign".

Store Assignment Form (List)

Document Type*
Select the DocType you want to assign to: either a Sales Person or Sales Partner/ISO.
Assignment*
Select the Sales Person or Sales Partner/ISO you wish to assign the store to.
Release After
Enter the last day the assignee will be assigned to the store, if applicable.
Notes
Enter notes as appropriate

Store Assignment Menu Form