Page Comparison

The salesperson is set on an order level.
To set the Salesperson for this order simply select it from the pull-down menu:

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Setting a user as as ales person

The Salesperson pull-down menu will be is populated with from all the users in the system that are set as Salespeople.
To set a user as a Salesperson in an existing order, navigate to his the Resource info information page and switch on set the “Is Salesperson” switch to ON.

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Setting Sales people in orders

The salesperson is set on the order level at various stages:

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1. During order creation

   1. Revert to “full view” (fig 1)

   2. Select the required “Sales person” from the list (fig 2)

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2. Editing an existing order

   1. From “Sales dashboard” click on the “Order info” icon (fig 1)

   2. Open the “Additional information” tab (fig 2)

   3. Select the required “Sales person” from the list (fig 3)
      

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Using the Salesperson field

The Salesperson field is also filterable from the range allowing you to easily locate orders of this Salesperson:

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associated with a specific salesperson

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Setting a Customer level default salesperson

A salesperson can also be set on a Customer customer level so it would be selected by default when creating orders for this customer.

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1. Navigate to Manager > Rolodex tables > Customers > Magnifying glass (fig 1-3)

2. Select the “Default Sales Person for order creation” from the list (Fig 4)

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