A rep shows no dealers

Quick answer

A rep’s page lists the dealers whose sales or customer records carry that rep’s code. If the codes in your feeds don’t match the rep’s code exactly, or the rep has no sales in the range, the page is empty.

• Codes must match exactly. “07” and “7” are different codes. Check the rep code on the rep, on your customer feed’s assigned rep and on your sales feed’s sold-by.
• Try a longer range. A rep with no orders in the selected range shows no activity.
• Bill-to or Ship-to. The territory views can use either address. Switch the dropdown if dealers seem to be in the wrong territory.
• The customer feed is missing. Without one, dealers come only from sales rows. Connect a customer feed in Manage Data.

Full guide

• Territory and reps
• Manage Data