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How to add a Sales Person to a Sales Order


Update the allocated Sales Person for a completed Sales Order to improve the accuracy of your Sales reporting. The Sales Person field can be updated at any time, including after the Sales Order is completed.

Update the Sales Person field in a Sales Order

  1. Open the completed Sales Order.

  2. In the Sales Person drop down field, select the appropriate Sales Person.

  3. Click Save in the Sales Order. 

Once saved, the selected Sales Person will update against your Sales reporting. If the required Sales Person does not populate in the Sales Person drop down field, add them as a new Sales Person in your System settings. For more details, see Sales Persons.

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