Automatically
Assign Salesperson to a Distribution center
How to assign Salesperson to a Distribution center with Zoho
September 17, 2020
HyperC lets you solve optimal assignment for your Salesperson to a Distribution center with your data from Zoho — no code required.
You have this ...
A list of Salespersons
with their parameters in Zoho
A list of Distribution centers
with parameters in Zoho
automatically do this!
assign to a Distribution center
Automatically select optimal allocation in Zoho table
Workflows with Salesperson
Distribution center workflows
Zoho workflows
How assigning Salesperson to a Distribution center with Zoho Works
-
Step 1: Add Zoho as database connection.30 seconds
-
Step 2: Create a business rule to take Salesperson from Zoho and put to a Distribution center table in Zoho.10 minutes
- Create more rules as needed, like completing an order by an employee.
-
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
-
Step 4: Click “Create a new Process” to connect your data from Zoho (and/or other sources) with rules you just wrote.15 seconds
-
That’s it! You just saved most of the management work and optimized the process!
