You may encounter an issue occasionally where the same item appears multiple times on a Sales Quote in SAM.
This issue is caused by the incorrect set up of the salesperson in question where the Salesperson In Framework field is set to Not Applicable
Setting fields as N/A instead of selecting the appropriate salesperson name causes ALL sales peoples' who are linked to N/A to each produce their own 'items' within this quote - despite the quote being correct in the way the items are set up. It is therefore resolved by ensuring that a) SAM users have Salesperson role allocated in Framework ECM and b) the appropriate changes are made to ensure that the 'Salesperson in Framework' dropdown select has the users name (I.e. through a LAN Synch to update data after changes are made).
Below are instructions to resolve the issue:
- Open Framework Sales Advice Management
- Navigate to File>LAN Synchronise...
- Navigate to the Administration tab and select the relevant Salesperson under Sales Advice users
- Click the drop down next to Salesperson In Framework and select the relevant salesperson. ( In this case, CSG Group)
- Save and restart SAM
Additionally, you may need to assign the salesperson within Sales Advice to not be 'Not Applicable', and instead reflect the Salesperson who is actually producing the quote for the client.
Edit the Sales Advice item producing the duplicate items and then:
- Click the three dots next to the Salesperson field
- Select the appropriate salesperson for this potential client
- Select OK
- Select OK
This prospects sales quotation should now produce correctly without any duplication of the items.