Similar to adding order notes, you can leave Deal Notes for your rep for each item you are ordering. If you had previously discussed a deal with your sales rep, you can enter in the specific details. You can also ask your rep if there are any current deals going on.
If there is a Deal that is offered for an item for an extended period of time, you can also enter in a Permanent Deal Note that will automatically save and populate every time that item is ordered.
Always make certain you have the correct assigned sales rep saved under the Distributor Reps to communicate the Deal Notes to the correct rep.
How to add deal notes:
- Go to your shopping cart
- Click on Add Deal Note
- Type in the Deal
- Click Save
- ****To add a permanent deal note, follow the same steps above but instead of clicking Save, click Save Permanently