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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The Salesperson pull-down menu will be populated with all users in the system that are set as Salespeople.
To set a user as a Salesperson in an existing order, navigate to his Resource info page and switch on the “Is Salesperson” switch:
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The Salesperson field is also filterable from the range to easily locate orders of this Salesperson:
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A salesperson can also set on a Customer level so it would be selected by default when creating orders for this customer.
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When copying orders, the Salesperson is copied across to the new orders |