Setting Up the Purchasing Agent Management Module (PAMM)

Learn how to set up a purchasing agent and how to assign a customer to a purchasing agent.

Setting Up the PAMM Featured Image

 

If you need a purchasing agent to review and approve orders from certain customers or if you need to assign a customer to a purchasing agent, there are simple steps you can follow to accomplish this.

Hate to read? Watch our step-by-step video on how to set up the Purchasing Agent Module.

HubSpot Video

 

How to Set Up a Customer Account as a Purchasing Agent

1. Login to your Admin Panel.

2. On the left side menu, click Orders & Customers. This will open a dropdown menu.

3. From the dropdown menu, click Customers.

 

 

4. This will take you to the Customers page. Locate the customer you'd like to set up as a purchasing agent.

 

NOTE: If the customer account does not already exist, click here to learn how to set up a customer account.

 

5. On the right side of the customer record, click the Edit button.

6. This will take you to the Customer Information page. Near the bottom of the page, locate the Purchasing Agent Setup section.

7. Under the Purchase Agent dropdown menu, click Yes.

 

 

8. Click the Save button.

How to Assign a Customer to a Purchasing Agent

1. Login to your Admin Panel.

2. On the left side menu, click Orders & Customers. This will open a dropdown menu.

3. From the dropdown menu, click Customers.

 

 

4. This will take you to the Customers page. Locate the customer you'd like to assign to a purchasing agent.

 

NOTE: If the customer account does not already exist, click here to learn how to set up a customer account.

 

5. On the right side of the customer record, click the Edit button.

6. This will take you to the Customer Information page. Near the bottom of the page, locate the Purchasing Agent Setup section.

7. Under the Assigned Purchase Agent dropdown menu, locate and click on the purchasing agent you'd like to assign to this customer.

 

 

8. Click the Save button.

NOTE: To learn about the features of the Purchasing Agent Management Module, please read How to Use the Purchasing Agent Management Module (PAMM).