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How to Add a Sales Person to a Completed Sales Order

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Objective: 

 To assign a sales person to a completed Sales Order for reporting purposes.

Platform: 

  • Unleashed on  Browser

Steps:

  1. Navigate to Sales > View Sales Order
  2. Open a completed sales order through the page
  3. On the associated sales order, click on Sales Person field 
  4. Select the intended sales person from the drop-down list
  5. Click Save 

 

 

 

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