How to cancel assigned sales to a customer on MC Boss?

Updated at March 21st, 2024

Q: How to cancel assigned sales to a customer on MC Boss?

Q: Why is the sales performance calculated under S2 employee for orders placed by S1 employee? What is the reason?

A: Go to MC Boss → Tap Client → Select a customer → Tap Modify  → Sales → Cancel assigned sales → Tap ✔️  to save on top right corner

 

Q: How to bulk cancel assigned sales to a customer on MC Boss?

A: Go to MC Boss → Tap Client → Tap “ “ to bulk modify → Select ”clients” to cancel assigned sales→ Tap "Sales" and “Not set” → Cancel assigned sales → Return → Tap ✔️  to save on top right corner


 

Kind tips

If a customer doesn't have an assigned sales, when placing an order, a customer can select a salesperson for invoice purposes, in order to track each MC Seller's performance.

 

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