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
Before undertaking the below steps, please ensure that users have been setup in Framework Ecm to include the Salesperson role, otherwise they wont be available to select from the 'Salesperson from Framework' dropdown.
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.
This can be done within the Sales Advice, at the bottom of the first tab.
After the Salesperson has been updated (within Lan Synch and within the quote itself), then you should no longer see duplicate items within your sales quote.